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Zapier makes it easy to integrate Fathom with ClickUp - no code necessary. See how you can get setup in minutes.

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Fathom
Fathom logo
Fathom
1. Choose trigger event
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ClickUp
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ClickUp
2. Choose action
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1. Select the event
Setup
Test
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Fathom
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Action Item" from Fathom.

Add your action

An action happens after the trigger—such as "Archive or Delete Task" in ClickUp.

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Zapier seamlessly connects Fathom and ClickUp, automating your workflow.

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Frequently Asked Questions about Fathom + ClickUp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fathom and ClickUp

How do I start integrating Fathom with ClickUp?

To begin integrating Fathom with ClickUp, you will need to set up a new Zap in our platform. Start by selecting Fathom as the trigger app and choose a specific event, such as 'New Visitor' or 'Goal Completed'. Then, select ClickUp as the action app and define the desired action like 'Create Task' or 'Add Comment'.

Can I track goal completions in Fathom and create tasks in ClickUp automatically?

Yes, you can configure a Zap to trigger when a goal is completed in Fathom and automatically create a task in ClickUp. Select 'Goal Completed' as your trigger event in Fathom and 'Create Task' as the action in ClickUp. Customize the task details based on your preferences.

What kind of information can be shared between Fathom and ClickUp through this integration?

The integration allows for sharing of data related to website traffic, events, or goals tracked on Fathom with your project management workflows in ClickUp. This can include creating tasks for completed goals or setting up automatic notifications for specific website events.

Are there any pre-requisites for integrating Fathom with ClickUp?

Before integrating Fathom with ClickUp, ensure that you have active accounts on both platforms. Additionally, you will need permission to access API keys or authorization tokens if needed during the setup process on our platform.

Is it possible to update existing tasks in ClickUp when certain triggers occur in Fathom?

Yes, by setting up appropriate actions within our platform, you can update existing tasks in ClickUp when specific triggers occur in Fathom. For example, use the 'New Visitor' event to update task progress or add comments within an active project.

How do I troubleshoot if my integration between Fathom and ClickUp isn’t working correctly?

If your integration isn't working as expected, verify that all steps are correctly set up within our platform. Check that you've selected the right triggers from Fathom and actions from ClickUp. Also ensure API keys or authentication details are correctly entered.

Can I customize what data is used from a trigger event into an action step when integrating Fathom with ClickUp?

Absolutely, our platform allows customization of data mapping from a trigger event in Fathom to an action step in ClickUp. You can specify how detailed information like visitor metrics or goal specifics map into new tasks or updates within your project management setup.

Practical ways you can use Fathom and ClickUp

Financial report generation

Automatically compile and generate weekly financial reports using integrated accounting software and analytics tools.

Business Owner
Email campaign automation

Set up automated workflows to send targeted email campaigns based on user behavior and segmentation.

Marketing & Marketing Ops
Task status tracking

Enable automated tracking and updates for project tasks based on team progress and deadlines.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • Fathom triggers, actions, and search
    New Action Item

    Triggers when there's a new action item from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Download Video

    Triggers when a meeting recording is available for download.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Recording

    Triggers when there's a new meeting recording.

    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Highlight

    Triggers when there's a new highlight from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Transcript

    Triggers when there's a new transcript from a meeting.

    Trigger
    Instant
    Try It
    • Reaction(s)
    • Workspace
      Required
    Trigger
    Instant
    Try It

Learn how to automate Fathom on the Zapier blog

Learn how to automate ClickUp on the Zapier blog

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fathom logo
About Fathom
Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
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clickup logo
About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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