Connect Fathom and CounselMore to power AI-driven automation

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Choose a Trigger

Choose an Action

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Meeting Note" in CounselMore.

You’re connected!

Zapier seamlessly connects Fathom and CounselMore, automating your workflow.

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.

New Action Item
Triggers when there's a new action item from a meeting.
Trigger
Instant
Try It
New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
Try It
New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
Try It
Contact Pushed From CounselMore
Triggers when a new contact is pushed from CounselMore.
Trigger
Polling
Try It

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
Try It
New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
Try It
New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
- Student Email
- Student Name
- Meeting Title
  Required
- Meeting Date
  Required
- Meeting Start Time
- Zoom Meeting ID
- Meeting Transcript
  Required
Action
Write

For AI agents & developers

Use Fathom and CounselMore with AI agents and code

Beyond Zap workflows. Call Fathom and CounselMore actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Fathom and CounselMore actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Meeting Note

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Fathom and CounselMore actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* fathom / counselmore action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Fathom and CounselMore to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Fathom on the Zapier blog

Make work flow with AI

Level up your Fathom to CounselMore integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Fathom

Fathom is an AI meeting partner that captures what matters, connects conversations to action, and helps teams move work forward.

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Related categories

AI Meeting Assistants

About CounselMore

CounselMore College Planning Software is a Tool for Building Balanced College Lists and Student College Readiness Tracking.

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