Connect Fellow and Routee to Build Intelligent Automations

Choose a Trigger

Fellow

When this happens...

Choose an Action

Routee

Automatically do this!

Ready to use Fellow and Routee automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

Request a new Trigger for Fellow

Do thisActions

Action is the task that follows automatically within your Fellow integrations.

List Action Items

List Action Items

Show meeting action items

Mark Action Item Complete

Mark Action Item Complete

Mark or unmark an action item

Archive Action Item

Archive Action Item

Archive an action item

List Meeting Recordings

List Meeting Recordings

Find meeting recordings

Retrieve Recording

Retrieve Recording

Get a meeting recording

List Meeting Notes

List Meeting Notes

Get meeting notes and actions

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Frequently Asked Questions

How do I start an integration between Fellow and Routee?

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

Can we customize how data from Fellow is recorded in Routee?

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

How often does the data sync between Fellow and Routee?

The data sync between Fellow and Routee 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 Fellow to Routee?

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 Fellow and Routee?

Yes, you can set conditional logic to control the flow of data between Fellow and Routee. 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.