Connect Wbiztool and Fathom to Build Intelligent Automations

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Wbiztool

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Fathom

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Wbiztool

Do thisActions

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

Send Advance Whatapp Message

Send Advance Whatapp Message

Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.

Send Image File With Text on WhatsApp

Send Image File With Text on WhatsApp

Send Image WhatsApp message from your personal WhatsApp account with any trigger.

Send Text Only Whatsapp Message

Send Text Only Whatsapp Message

Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.

Send PDF File With Text on WhatsApp

Send PDF File With Text on WhatsApp

Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.

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.

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Frequently Asked Questions

How do I start an integration between Wbiztool and Fathom?

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

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

Absolutely. You can customize how Wbiztool 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 Wbiztool and Fathom?

The data sync between Wbiztool 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 Wbiztool 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 Wbiztool and Fathom?

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

Wbiztool

About Wbiztool

Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.

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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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