Connect Plane.so and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue Created
Issue Updated
Choose an Action
Automatically do this!
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Ready to use Plane.so and Fathom automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
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Frequently Asked Questions
To start, connect both your Plane.so and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Plane.so triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Plane.so 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 Plane.so 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 Plane.so 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 Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
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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