Full list

Supported Triggers & Actions

Everything you can automate between Fathom and Needle.

When this happensTriggers

A trigger is an event that starts a workflow.

New Action Item

New Action Item

Triggers when there's a new action item from a meeting.

New Al Summary

New Al Summary

Triggers when there's a new Al summary from a meeting.

New Recording Available

New Recording Available

Triggers when there's a new meeting recording.

New Transcript

New Transcript

Triggers when there's a new transcript from a meeting.

Request a new Trigger for Fathom

Do thisActions

Action is the task that follows automatically within your Fathom integrations.

List meetings

List meetings

Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.

List Teams

List Teams

Retrieve all teams in your Fathom account.

Get summary of a Recording

Get summary of a Recording

Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.

Get summary of a transcript

Get summary of a transcript

Retrieve a Fathom recording's full transcript. If a Destination URL is provided, Fathom will POST the transcript there asynchronously; otherwise the transcript is returned in the response.

List Team Members

List Team Members

Retrieve all members of the specified team. If no team is selected, returns members from all teams.

Create New Collection

Create New Collection

Create a new collection

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Fathom
Fathom + Needle
Fathom logo

About Fathom

Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.

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Integrations Needle
Needle + Fathom
Needle logo

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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Frequently Asked Questions

How do I connect Fathom and Needle?

Sign up for a free viaSocket account, then authorize both your Fathom and Needle accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Fathom and Needle as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Fathom to Needle?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Needle. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Fathom triggers actions in Needle, and a separate workflow where Needle triggers actions in Fathom. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Fathom and Needle. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Fathom and Needle integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.