Connect Fathom and Zoho Invoice
Integrate Fathom with Zoho Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Estimate in Zoho Invoice when New Al Summary in Fathom
Create Contact in Zoho Invoice when New Recording Available in Fathom
Create Invoice in Zoho-invoice when New Transcript in Fathom
Create Invoice in Zoho-invoice when New Action Item from Fathom
Create Estimate in Zoho Invoice when New Transcript in Fathom
Popular Fathom + Zoho Invoice 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
Zoho Invoice
Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
Create Estimate in Zoho Invoice when New Al Summary in Fathom
Use this flowCreate Contact in Zoho Invoice when New Recording Available in Fathom
Use this flowCreate Invoice in Zoho-invoice when New Transcript in Fathom
Use this flowCreate Invoice in Zoho-invoice when New Action Item from Fathom
Use this flowCreate Estimate in Zoho Invoice when New Transcript in Fathom
Use this flowRecord Payment in Zoho Invoice when New Recording Available in Fathom
Use this flowCreate Contact in Zoho Invoice when New Action Item from Fathom
Use this flowRecord Payment in Zoho Invoice when New Transcript in Fathom
Use this flowCreate Invoice in Zoho-invoice when New Recording Available in Fathom
Use this flowCreate Contact in Zoho Invoice when New Transcript in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Zoho Invoice.
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.
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 Invoice
Creates a New Invoice.
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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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 Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Zoho Invoice 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 Zoho Invoice 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 Zoho Invoice. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Zoho Invoice, and a separate workflow where Zoho Invoice 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 Zoho Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Zoho Invoice integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
