Connect ShareFile and Fathom
Integrate ShareFile with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ShareFile + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
ShareFile
When this happens...
New File
New Client
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 New File in ShareFile
Use this flowList Teams in Fathom when New File in ShareFile
Use this flowGet summary of a Recording in Fathom when New File in ShareFile
Use this flowGet summary of a transcript from Fathom when New File in ShareFile
Use this flowList Team Members from Fathom when New File in ShareFile
Use this flowList meetings from Fathom when New Client in ShareFile
Use this flowList Teams in Fathom when New Client in ShareFile
Use this flowGet summary of a Recording in Fathom when New Client in ShareFile
Use this flowGet summary of a transcript from Fathom when New Client in ShareFile
Use this flowList Team Members from Fathom when New Client in ShareFile
Use this flowSupported Triggers & Actions
Everything you can automate between ShareFile and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
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 ShareFile integrations.
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
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
Retrieve all teams in your Fathom account.
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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ShareFile 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 ShareFile 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 ShareFile triggers actions in Fathom, and a separate workflow where Fathom triggers actions in ShareFile. 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 ShareFile and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ShareFile 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.
