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Quickly connect Fathom to ClickUp with a Zapier template.

Our most popular template

Create new tasks in ClickUp for new action items in Fathom
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Fathom + ClickUp
Generate new tasks in ClickUp for every new ai summary in Fathom
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Fathom + ClickUp
Create new checklists in ClickUp for every new ai summary in Fathom
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Fathom + ClickUp
Create new tasks in ClickUp for every new recording in Fathom
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Fathom + ClickUp
Create tasks in ClickUp for new transcripts in Fathom
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Fathom + ClickUp
Create new ClickUp lists from updated ai summaries in Fathom
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Fathom + ClickUp

Create new tasks in ClickUp for new action items in Fathom

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Fathom + ClickUp

Generate new tasks in ClickUp for every new ai summary in Fathom

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Fathom + ClickUp

Create new checklists in ClickUp for every new ai summary in Fathom

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Fathom + ClickUp

Create new tasks in ClickUp for every new recording in Fathom

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Fathom + ClickUp

Create tasks in ClickUp for new transcripts in Fathom

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Fathom + ClickUp

Create new ClickUp lists from updated ai summaries in Fathom

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Fathom + ClickUp

Create subtasks in ClickUp for every new action item in Fathom
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Fathom + ClickUp
Create new ClickUp subtasks from new Fathom ai summaries
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Fathom + ClickUp

How Zapier works

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

Select a trigger from Fathom

A trigger is an event that starts your Zap and runs the workflow. For example, with Fathom, a trigger could be "New Action Item."

A trigger is the event that kicks off your automated workflow.

Setup an action from ClickUp

An action is what takes place after the automation is triggered. For example, with ClickUp, the action could be "Archive or Delete Task."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Fathom to ClickUp

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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

Make work flow with AI

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

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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.

Connect Fathom and ClickUp 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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Create more impactful campaigns with automation

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.

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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.

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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.

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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.

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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
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New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
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New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
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New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
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New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search