Connect SendGrid and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SendGrid
Choose an Action
Automatically do this!
List Meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
Do thisActions
Action is the task that follows automatically within your SendGrid integrations.
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Add Recipient to SendGrid
Add a Recipient to SendGrid List.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
List Meetings
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.
List Teams
Retrieve the list of teams along with their creation dates.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
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Frequently Asked Questions
To start, connect both your SendGrid and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in Fathom (or vice versa).
Absolutely. You can customize how SendGrid 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 SendGrid 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 SendGrid 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 SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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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