Connect Heltar and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client Is Created
Choose an Action
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Ready to use Heltar and Fathom automations
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
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 Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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Frequently Asked Questions
To start, connect both your Heltar and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Heltar 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 Heltar 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 Heltar 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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
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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