Connect toflow.ai and Fathom
Integrate toflow.ai with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular toflow.ai + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Update Company in ToFlow.ai when New Action Item from Fathom
Use this flowCreate Task in ToFlow.ai when New Action Item from Fathom
Use this flowCreate List in toflow.ai when New Action Item from Fathom
Use this flowUpdate List Details in toflow.ai when New Action Item from Fathom
Use this flowGet Lists from toflow.ai when New Action Item from Fathom
Use this flowDelete List in toflow.ai when New Action Item from Fathom
Use this flowCreate Company in Toflow.ai when New Action Item from Fathom
Use this flowList Companies from toflow.ai when New Action Item from Fathom
Use this flowDelete Company in Toflow.ai when New Action Item from Fathom
Use this flowCreate Person in Toflow.ai when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
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.
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai 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 toflow.ai 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 toflow.ai triggers actions in Fathom, and a separate workflow where Fathom triggers actions in toflow.ai. 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 toflow.ai and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai 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.
