Connect Raynet CRM and Fathom
Integrate Raynet CRM with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List meetings from Fathom when Trigger Record in Raynet CRM
List Teams in Fathom when Trigger Record in Raynet CRM
Get summary of a Recording in Fathom when Trigger Record in Raynet CRM
Get summary of a transcript from Fathom when Trigger Record in Raynet CRM
List Team Members from Fathom when Trigger Record in Raynet CRM
Popular Raynet CRM + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
Raynet CRM
When this happens...
Trigger Record
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 Trigger Record in Raynet CRM
Use this flowList Teams in Fathom when Trigger Record in Raynet CRM
Use this flowGet summary of a Recording in Fathom when Trigger Record in Raynet CRM
Use this flowGet summary of a transcript from Fathom when Trigger Record in Raynet CRM
Use this flowList Team Members from Fathom when Trigger Record in Raynet CRM
Use this flowModifying Call in Raynetcrm when New Action Item from Fathom
Use this flowModifying Event in Raynetcrm when New Action Item from Fathom
Use this flowModifying Letter in Raynetcrm when New Action Item from Fathom
Use this flowModifying Task in Raynetcrm when New Action Item from Fathom
Use this flowModifying Deal in Raynetcrm when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Raynet CRM and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
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 Raynet CRM integrations.
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Raynet CRM 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 Raynet CRM 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 Raynet CRM triggers actions in Fathom, and a separate workflow where Fathom triggers actions in Raynet CRM. 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 Raynet CRM and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Raynet CRM 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.
