Connect SuiteDash and Fathom to Build Intelligent Automations

Choose a Trigger

SuiteDash

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 Company

New Company

Triggers when a new company 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.

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 SuiteDash

Do thisActions

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

Create a Contact

Create a Contact

Creates a New Contact.

List Contacts

List Contacts

Get all Existing Contacts.

Create a Company

Create a Company

Creates a New Company.

Find a Company

Find a Company

You can find a company by Name or Id.

Find a Contact

Find a Contact

Find an existing Contact only by Email Address.

Update a Company

Update a Company

Updates an Existing Company.

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Frequently Asked Questions

How do I start an integration between SuiteDash and Fathom?

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

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

Absolutely. You can customize how SuiteDash 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 SuiteDash and Fathom?

The data sync between SuiteDash 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 SuiteDash 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 SuiteDash and Fathom?

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

SuiteDash

About SuiteDash

SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.

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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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