
When this happens...
New Meeting Recording Ready
Automatically do this!
Enable Integrations or automations with these events of Fathom and neoncrm
Triggers instantly when Fathom finishes processing a meeting recording.
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
Retrieve all teams in your Fathom account.
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.
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.
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Fathom and neoncrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in neoncrm (or vice versa).
Absolutely. You can customize how Fathom data is recorded in neoncrm. This includes choosing which data fields go into which fields of neoncrm, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and neoncrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fathom and neoncrm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreNeon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.
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