Connect Productlane and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Contact
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 Productlane and Fathom automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
Do thisActions
Action is the task that follows automatically within your Productlane integrations.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
Create Segment
Creates a new segment.
Delete Contact
Deletes a specific contact by ID from the contact list.
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Frequently Asked Questions
To start, connect both your Productlane and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Productlane 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 Productlane 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 Productlane 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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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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