Connect Fathom and Zoho Sign
Integrate Fathom with Zoho Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Document Form Data from Zoho Sign when New Action Item from Fathom
Get Document Form Data from Zoho Sign when New Al Summary in Fathom
Get Document Form Data from Zoho Sign when New Transcript in Fathom
List meetings from Fathom when When a document is sent for signature or approval in Zoho Sign
List Teams in Fathom when When a document is sent for signature or approval in Zoho Sign
Popular Fathom + Zoho Sign 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 Sign
Automatically do this!
Get Document Details
Get Document Form Data
Create Signature Document
Get Document Form Data from Zoho Sign when New Action Item from Fathom
Use this flowGet Document Form Data from Zoho Sign when New Al Summary in Fathom
Use this flowGet Document Form Data from Zoho Sign when New Transcript in Fathom
Use this flowList meetings from Fathom when When a document is sent for signature or approval in Zoho Sign
Use this flowList Teams in Fathom when When a document is sent for signature or approval in Zoho Sign
Use this flowGet summary of a Recording in Fathom when When a document is sent for signature or approval in Zoho Sign
Use this flowGet summary of a transcript from Fathom when When a document is sent for signature or approval in Zoho Sign
Use this flowList meetings from Fathom when When a document is fully signed and approved by all recipients in Zoho Sign
Use this flowList Teams in Fathom when When a document is fully signed and approved by all recipients in Zoho Sign
Use this flowGet summary of a Recording in Fathom when When a document is fully signed and approved by all recipients in Zoho Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Zoho Sign.
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.
When a document is sent for signature or approval
Runs the workflow automatically whenever a document is sent for signature or approval.
When a document is fully signed and approved by all recipients
Runs the workflow automatically whenever a document is fully signed and approved by all recipients.
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.
Get Document Details
Get details for a specific document.
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 Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Zoho Sign 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 Sign 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 Sign. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Zoho Sign, and a separate workflow where Zoho Sign 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 Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Zoho Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
