Fathom Make integrationAutomate Fathom with Make.
What happens to a Fathom recording once it is saved? The Fathom Make integration gives you 8 modules, including 1 trigger and 4 searches, to pull recordings, summaries and transcripts into other tools. This guide walks you from the connection to a first working scenario.
Verified Trustpilot reviews · AI, automation & growth agency
What can the Fathom Make integration do for you?
The Fathom Make integration links your Fathom account to Make so that recordings, summaries and transcripts can travel to your other apps without copy and paste. You build a scenario, which is the automation itself: a chain of modules, each one being a single brick such as a trigger, an action or a search.
A recap that reaches the right place. Watch New Recordings spots each new recording, Get a Summary fetches its summary, and a module from another app stores it, for instance a row in a base described on our Airtable Make integration page.
A searchable archive of full text. When the summary is too short for your needs, Get a Transcript returns the whole text of a recording, ready to be filed in a document tool or a knowledge base.
A view of who records what. List Teams and List Team Members return the structure of your Fathom workspace, useful when a sales lead wants recordings routed by team rather than by person.
The Fathom documentation on Make gives no numeric limit and no official description for these modules, so this page sticks to what their names and types tell you. Anything the 8 modules do not cover goes through Make an API Call, with the same connection. The same apps often exist as n8n nodes too; the n8n vs Make comparison sets out how the two tools differ, and our Make training covers scenario building from the ground up.
How do you connect your Fathom account to Make?
- 01
Add a Fathom module
You need an active Fathom account first, since the Fathom documentation requires one. In your scenario, add any Fathom module, then click Create a connection. A connection is your Fathom account linked to Make once and reused by every Fathom module.
- 02
Name the connection
This step is optional, yet a clear name such as Fathom sales team saves confusion later, when several people or several Fathom accounts share the same Make organization and the list of connections grows.
- 03
Authorize and save
Make opens the Fathom authorization page, or asks for the key Fathom gives you. Approve the access, then click Save. From now on, every Fathom module in any of your scenarios can pick this connection from its list.
Your first scenario: send every new Fathom summary onward
GoalWhen a new recording appears in Fathom, Make fetches its summary so the next module can pass it on.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big + in the middle of the editor to place your first module.
- 02
Add Watch New Recordings
Search for Fathom, choose Watch New Recordings and pick the connection you created. If none exists yet, click Create a connection here and follow the three steps above.
- 03
Chain Get a Summary
Click the + on the right of the trigger, pick Get a Summary, and map the recording that the trigger returned so Make knows which summary to fetch.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time; open each module to read the bundles it received, a bundle being one item passed along, here one recording.
- 05
Schedule and switch on
On the first module, check the schedule: every 15 minutes by default, with 15 minutes as the minimum on the Free plan. Then switch the scenario on so it keeps running without you.
What starts a Fathom scenario
1 module starts a scenario when something happens in Fathom. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Fathom as soon as it happens.
Watch New Recordings
triggerIn the docs onlyWatch New Recordings hands your scenario each recording that is new in Fathom since the last check, so nothing recorded slips past the rest of your flow. It is the only Fathom trigger, which makes it the natural first module of almost any Fathom scenario.
What else the Fathom modules can do
Fathom gives you 7 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Get a Summary
ActionIn the docs onlyGet a Summary brings back the summary of one Fathom recording, which gives you a short text you can drop into a message, a CRM note or a spreadsheet cell.
Get a Transcript
ActionIn the docs onlyWith Get a Transcript you receive the complete text of a recording rather than a digest, the material you want for an archive or a search in your documents.
List Recordings
SearchIn the docs onlyList Recordings returns the recordings of your Fathom account as separate bundles, which lets you process a batch instead of waiting for new ones to arrive.
List Recordings (Advanced)
SearchIn the docs onlyThis second listing module also returns recordings, and its name suggests more settings than the plain List Recordings; the Fathom documentation on Make does not spell out the difference.
List Team Members
SearchIn the docs onlyList Team Members gives you the people of your Fathom workspace as bundles, handy to match a recording with the right colleague in another app.
List Teams
SearchIn the docs onlyList Teams returns the teams defined in Fathom, one bundle each, which gives your scenario a way to group work by team rather than by individual.
Make an API Call
ActionIn the docs onlyMake an API Call lets you reach any endpoint of the Fathom API from your scenario, using the connection you already have, so a missing module does not block you.
Need help automating Fathom with Make?
A person reads every message.