Connect Harvestr and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages
Choose an Action
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user created.
New Company
Tiggers when a new company Cretaed.
Company Updated
Triggers when a new Company Update.
New Discoveries
Tiggers when a new discoveries created.
New Messages
Tiggera when a new message Cretaed.
New Action Item
Triggers when there's a new action item from a meeting.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Creates a new message in your inbox.
Create Company
Create a new Company.
List Users
List all users.
List Companies
List all companies
List Components
List all components
List Discoveries
List all discoveries
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Frequently Asked Questions
To start, connect both your Harvestr and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Fathom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Harvestr and Fathom. 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.
About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn MoreAbout 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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