Connect Help Scout and Fathom
Integrate Help Scout with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List meetings from Fathom when Conversation Assigned in Help Scout
List Teams in Fathom when Conversation Assigned in Help Scout
Get summary of a Recording in Fathom when Conversation Assigned in Help Scout
Get summary of a transcript from Fathom when Conversation Assigned in Help Scout
List Team Members from Fathom when Conversation Assigned in Help Scout
Popular Help Scout + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
Help Scout
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an action
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
List meetings from Fathom when Conversation Assigned in Help Scout
Use this flowList Teams in Fathom when Conversation Assigned in Help Scout
Use this flowGet summary of a Recording in Fathom when Conversation Assigned in Help Scout
Use this flowGet summary of a transcript from Fathom when Conversation Assigned in Help Scout
Use this flowList Team Members from Fathom when Conversation Assigned in Help Scout
Use this flowList meetings from Fathom when Tags Updated in Help Scout
Use this flowList Teams in Fathom when Tags Updated in Help Scout
Use this flowGet summary of a Recording in Fathom when Tags Updated in Help Scout
Use this flowGet summary of a transcript from Fathom when Tags Updated in Help Scout
Use this flowList Team Members from Fathom when Tags Updated in Help Scout
Use this flowSupported Triggers & Actions
Everything you can automate between Help Scout and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
Tag Created
Triggers when tag is created
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 Help Scout integrations.
Delete Customer
This action deletes the customer .
Create Email
This actions creates a new email
Delete Email
Deletes the email of a customer.
Create Phone
This action creates the contact.
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.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Help Scout and Fathom 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 Help Scout and Fathom 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 Fathom. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in Fathom, and a separate workflow where Fathom triggers actions in Help Scout. 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 Help Scout and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and Fathom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
