Connect Fathom and TidyHQ
Integrate Fathom with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List meetings from Fathom when Contact Activated in TidyHQ
List Teams in Fathom when Contact Activated in TidyHQ
Get summary of a Recording in Fathom when Contact Activated in TidyHQ
Get summary of a transcript from Fathom when Contact Activated in TidyHQ
List Team Members from Fathom when Contact Activated in TidyHQ
Popular Fathom + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Fathom
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an action
TidyHQ
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
List meetings from Fathom when Contact Activated in TidyHQ
Use this flowList Teams in Fathom when Contact Activated in TidyHQ
Use this flowGet summary of a Recording in Fathom when Contact Activated in TidyHQ
Use this flowGet summary of a transcript from Fathom when Contact Activated in TidyHQ
Use this flowList Team Members from Fathom when Contact Activated in TidyHQ
Use this flowList meetings from Fathom when Contact Merged in Tidyhq
Use this flowList Teams in Fathom when Contact Merged in Tidyhq
Use this flowGet summary of a Recording in Fathom when Contact Merged in Tidyhq
Use this flowGet summary of a transcript from Fathom when Contact Merged in Tidyhq
Use this flowList Team Members from Fathom when Contact Merged in Tidyhq
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Do thisActions
Action is the task that follows automatically within your Fathom integrations.
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
Retrieve all teams in your Fathom account.
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
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
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Create Contact
Creates a new contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and TidyHQ 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.
Yes. viaSocket uses instant triggers where available, so data moves between Fathom and TidyHQ as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TidyHQ. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Fathom. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Fathom and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and TidyHQ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
