Connect Sales Play and Fathom to Build Intelligent Automations

Choose a Trigger

Sales Play

When this happens...

Choose an Action

Fathom

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Action Item

New Action Item

Triggers when there's a new action item from a meeting.

New Al Summary

New Al Summary

Triggers when there's a new Al summary from a meeting.

New Recording Available

New Recording Available

Triggers when there's a new meeting recording.

New Transcript

New Transcript

Triggers when there's a new transcript from a meeting.

Request a new Trigger for Sales Play

Do thisActions

Action is the task that follows automatically within your Sales Play integrations.

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

Find Products

Find Products

Find products available in SalesPlay POS.

Create or update a SingleProduct

Create or update a SingleProduct

Create or update a SingleProduct in sales play.

List meetings

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

List Teams

Retrieve all teams in your Fathom account.

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Frequently Asked Questions

How do I start an integration between Sales Play and Fathom?

To start, connect both your Sales Play and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Sales Play triggers actions in Fathom (or vice versa).

Can we customize how data from Sales Play is recorded in Fathom?

Absolutely. You can customize how Sales Play 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.

How often does the data sync between Sales Play and Fathom?

The data sync between Sales Play and Fathom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sales Play to Fathom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sales Play and Fathom?

Yes, you can set conditional logic to control the flow of data between Sales Play 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.

Sales Play

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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Fathom

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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