
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript

Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when there's a new action item from a meeting.
Triggers when there's a new Al summary from a meeting.
Triggers when there's a new meeting recording.
Triggers when there's a new transcript from a meeting.
Triggers when a new Document Completed for a form.
Triggered when a document is sent out for signing.
Action is the task that follows automatically within your Fathom integrations.
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.
Update Form By ID

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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 Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in Paperform (or vice versa).
Absolutely. You can customize how Fathom data is recorded in Paperform. This includes choosing which data fields go into which fields of Paperform, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and Paperform 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 Paperform. 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 MorePaperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
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