Connect Fathom and Winman V8 to Build Intelligent Automations

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Fathom

When this happens...

Choose an Action

Winman V8

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Enable Integrations or automations with these events of Fathom and Winman V8

Enable Integrations or automations with these events of Fathom and Winman V8

Actions

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.

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Frequently Asked Questions

How do I start an integration between Fathom and Winman V8?

To start, connect both your Fathom and Winman V8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in Winman V8 (or vice versa).

Can we customize how data from Fathom is recorded in Winman V8?

Absolutely. You can customize how Fathom data is recorded in Winman V8. This includes choosing which data fields go into which fields of Winman V8, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fathom and Winman V8?

The data sync between Fathom and Winman V8 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fathom to Winman V8?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fathom and Winman V8?

Yes, you can set conditional logic to control the flow of data between Fathom and Winman V8. 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

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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Winman V8

About Winman V8

A companion tool for users of the WinMan ERP software.

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