Fathom Zapier integrationAutomate Fathom with Zapier.
The Fathom Zapier integration gives you 6 triggers, 0 actions and 0 searches. All six are instant: as soon as Fathom has a summary, an action item, a highlight, a transcript or a recording from a meeting, the Zap starts and sends it where your team works.
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What the Fathom Zapier integration actually does
Linking Fathom to Zapier means what Fathom captures in a meeting leaves Fathom on its own and lands in the tools your team already opens every day. Zapier is the tool that chains apps together. Fathom records and summarises your calls; Zapier carries the result to the next app.
Three results come up most. A CRM that fills itself after each call: New AI Summary sends the recap to the deal or contact, so nobody retypes notes. Follow-ups that cannot slip: New Action Item turns each to-do spotted in the meeting into a task in the project tool your team already uses. An archive you control: New Transcript and New Download Video push the full text and the video file to your own storage.
Now what Zapier does not do with Fathom. The app has no action and no search: a Zap can listen to Fathom, but it cannot write anything into it, start a recording or look up an old meeting. Every Zap here starts in Fathom and ends somewhere else. And nothing recorded before the Zap is switched on will be sent.
The good news is on cost: Fathom is not a premium app, and a trigger plus one action fits the free plan. If you are comparing platforms, the Fathom Make integration covers the same app on Make.
Zapier vocabulary in one minute
Seven words come back on every Zapier page. Here they are in plain English, once.
- Zap
- The automation you build: one event that starts it, then one or more steps that run each time that event happens.
- Trigger
- The event in an app that starts the Zap. With Fathom, something new coming out of a recorded meeting.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills. One task is one action that completes successfully; your plan's allowance counts those.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant one is pushed by the app the moment the event happens.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it quietly otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
What a Fathom Zap really costs
Fathom is not a premium app, so it works from the free plan.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps
- BilledThe action after the trigger, if it works
- Not billedThe Fathom trigger, failed actions
The six triggers never cost a task. Only the action that follows does: one task each time it succeeds, and nothing when it fails. On the free plan you get 100 tasks a month and two-step Zaps, which is exactly one Fathom trigger and one action. Add a filter (to keep only some meetings) or a second action and the Zap becomes multi-step, which needs a paid plan. The polling grid below does not apply here: all six Fathom triggers are instant.
Connect Fathom to Zapier in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Fathom account linked once, then reused by every Zap that listens to it.
- 02
Pick Fathom
Type Fathom in the dialog's search box, select it from the list, then click Add connection. A new tab opens on the Fathom side so you can sign in to your account.
- 03
Sign in and allow access
Log in to Fathom with the account that records the meetings and grant Zapier access. Use the account whose calls you want to send; a colleague's meetings need their own access.
Your first Zap: action items become tasks
GoalEach action item Fathom spots in a meeting becomes a task in the project tool the team follows.
- 01
Create the Zap
In Zapier, start a new Zap and pick Fathom with New Action Item as the event that starts it. Choose the Fathom connection you made earlier.
- 02
Test on a real meeting
Test the trigger. Zapier brings back the three most recent items of the connected account, so you map fields on a real action item rather than an empty sample.
- 03
Add the task step
Add an action, choose your task tool and its create-task event. Map the action item that Fathom sent into the task, using what the test brought back.
- 04
Test the action
Run the task step once and open the task it created. Check where it landed and what it says before going any further with the Zap.
- 05
Publish
Click Publish to switch the Zap on. With two steps only, this Zap runs on the free plan and uses one task per action item.
Fathom triggers in Zapier
6 events start a Zap when something happens in Fathom, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.
New Action Item
Instant triggerIn Zapier“Triggers when there's a new action item from a meeting.”
Fires for each to-do that Fathom pulls out of a meeting, the "someone will send the proposal by Friday" kind. Each one arrives on its own, so one meeting can start the Zap several times.
New AI Summary
Instant triggerIn Zapier“Triggers when there's a new AI summary from a meeting.”
Hands over the recap Fathom writes after a meeting, ready to drop into a CRM note, an email or a shared doc. It suits any next step that needs the gist of a call rather than every word.
New Download Video
Instant triggerIn Zapier“Triggers when a meeting recording is available for download.”
Signals that the video of a recorded meeting can now be downloaded, which is the moment to copy the file somewhere else. Use it rather than New Recording when the next step needs the file itself.
New Highlight
Instant triggerIn Zapier“Triggers when there's a new highlight from a meeting.”
Sends each new highlight Fathom has from a meeting, such as a customer quote, an objection or a feature request worth keeping. Only the highlighted moments travel, not the whole call.
New Recording
Instant triggerIn Zapier“Triggers when there's a new meeting recording.”
Goes off when Fathom has a new meeting recording, the plain signal that a call has been captured. It suits Zaps that only need to know a meeting took place, such as a log or a notification.
New Transcript
Instant triggerIn Zapier“Triggers when there's a new transcript from a meeting.”
Delivers the written transcript of a meeting, word for word, once Fathom has it. That full text is what you want when the summary is not enough: legal review, quality checks, or an AI step that reads the whole call.
When a Fathom Zap breaks
Zapier attaches one help article to Fathom, a getting-started guide, and documents no Fathom-specific limit.
So what breaks is what breaks on any Zap. Four cases explain most surprises, and none of them is a Fathom bug. If one of them hits you, the Zapier troubleshooting guide walks through the general fix.
Past meetings are not sent
A Zap only reacts to what happens after it is published. Calls Fathom recorded before stay in Fathom; moving that history is a separate job.The Zap that feeds itself
If a Zap writes into the very place its own trigger watches, it sets itself off again and again and burns through the task count fast.A big batch gets held back
If a trigger suddenly sends a huge batch, Zapier's flood protection can hold it back. Keep an eye on it after a bulk change in your account.Getting started, the official way
Zapier publishes a getting-started guide for Fathom. Read it when a Zap stays silent after its first meeting, before rebuilding anything.
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