Full list

Supported Triggers & Actions

Everything you can automate between Templated and Fathom.

When this happensTriggers

A trigger is an event that starts a workflow.

New Template Created

New Template Created

Runs when New Template 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 Templated

Do thisActions

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

Create Render

Create Render

Creates a new image with Templated

Merge Renders

Merge Renders

Merge multiple renders into a single output

List Templates

List Templates

List all templates in your account

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Templated
Templated + Fathom
Templated logo

About Templated

Templated offers a wide range of customizable website templates to help you build stunning websites with ease. Perfect for designers, developers, and businesses looking to create a professional online presence.

Learn more
Integrations Fathom
Fathom + Templated
Fathom logo

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

How do I connect Templated and Fathom?

Sign up for a free viaSocket account, then authorize both your Templated 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Templated and Fathom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Templated to Fathom?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Templated triggers actions in Fathom, and a separate workflow where Fathom triggers actions in Templated. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Templated and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Templated 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.