How to Connect Fathom as Data Source копия

The integration allows you to upload new meetings and summaries, transferring this data to other systems. For example, you can send new meetings to your CRM or send them as messages to yourself or a group of managers. You can also send data to an SMS or email service. This will allow you to fully automate Fathom's interactions with other services and systems.

Let's go through the entire Fathom setup steps together!

Navigation:
1. What data can be get from Fathom?
2. How to connect your Fathom account to ApiX-Drive?
3. Sample data from the meeting.

To start setup a new connection, click "Create Connection".

Select a system as the Data Source. In this case, you must specify Fathom.

Next, you need to specify an action, for example, "Load MEETINGS and SUMMARY (new)" - new meetings and resumes will be uploaded.

The next step is to select the Fathom account from which will get the data.
If there are no accounts connected to the system, click "Connect account".

Select a method to connect Fathom to ApiX-Drive. For this example, we'll choose to connect via Google.

Select a Google account to connect.

Give your permission to ApiX-Drive to work with this account.

When the connected account is displayed in the "active accounts" list, select it.

There are no settings to make at this stage, so click Continue.

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to setup the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

Now you can see the test data for one of the rows in your table.
If you want to update the test data, click "Load test data from Fathom".
If everything suits you, click "Next".

This completes the entire Data Source setup! See how easy it is!?
Now you can start setup the Data Destination system.

To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!