Connect siteleaf and Fathom to Build Intelligent Automations

Choose a Trigger

siteleaf

When this happens...

Choose an Action

Fathom

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Collection

New Collection

runs when New Collection Created

New Document Created

New Document Created

Runs when new document is created

New Page Is Created

New Page Is Created

runs when New Page Is Created

New Site

New Site

Runs when new site is created

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.

Do thisActions

Action is the task that follows automatically within your siteleaf integrations.

Create Document

Create Document

Create a new document in Siteleaf

Create Page

Create Page

Create a new page on the site

Publish Site

Publish Site

Publish your site

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.

Get summary of a Recording

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

How do I start an integration between siteleaf and Fathom?

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

Can we customize how data from siteleaf is recorded in Fathom?

Absolutely. You can customize how siteleaf 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 siteleaf and Fathom?

The data sync between siteleaf 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 siteleaf 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 siteleaf and Fathom?

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

siteleaf

About siteleaf

Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.

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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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