Connect ZarMoney and Fathom to Build Intelligent Automations

Choose a Trigger

ZarMoney

When this happens...

Choose an Action

Fathom

Automatically do this!

Ready to use ZarMoney and Fathom automations

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 ZarMoney

Do thisActions

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

Create a class

Create a class

create a class.

Update a Class

Update a Class

Update a Class

Create a taxTypes

Create a taxTypes

Create a taxTypes.

Add a customer

Add a customer

Create a customer.

Update a customer

Update a customer

Update a customer.

Create a Vendor

Create a Vendor

Create a Vendor.

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Frequently Asked Questions

How do I start an integration between ZarMoney and Fathom?

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

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

Absolutely. You can customize how ZarMoney 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 ZarMoney and Fathom?

The data sync between ZarMoney 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 ZarMoney 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 ZarMoney and Fathom?

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

ZarMoney

About ZarMoney

ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances 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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