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Fathom
Fathom
1. Choose trigger event
Octave
Octave
2. Choose action
1. Select the event
Setup
Test
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 "Build Workspace" in Octave.
You’re connected!
Zapier seamlessly connects Fathom and Octave, 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.
Create a new record or update an existing record in your app.
Agent OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enrich Person Agent
Required
LinkedIn Profile URL
Email
First Name
Job Title
Company Domain
Company Name
Runtime Context (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Qualify Company Agent
Required
Company Domain
Company Name
Runtime Context (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Agent
Required
Query
Runtime Context
Additional Context (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sequence Agent
Required
Experiment OId
LinkedIn Profile URL
First Name
Email
Job Title
Company Domain
Company Name
Language
Output Format
Runtime Context - All Steps
Runtime Context - Step 1
Runtime Context - Step 2
Runtime Context - Step 3
Runtime Context - Step 4
Runtime Context - Step 5
Runtime Context - Step 6
Runtime Context - Step 7
Runtime Instructions - All Steps
Runtime Instructions - Step 1
Runtime Instructions - Step 2
Runtime Instructions - Step 3
Runtime Instructions - Step 4
Runtime Instructions - Step 5
Runtime Instructions - Step 6
Runtime Instructions - Step 7
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Agent
Required
Callback URL
Required
Experiment OId
Company Domain
Company Name
LinkedIn Profile URL
First Name
Email
Job Title
URL
Language
Output Format
Runtime Context (JSON)
Runtime Instructions (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sources (JSON Array)
Required
Brand Voice
Model Type
Include Original
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Sources (JSON Array)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand Voice OId
Required
Name
Data (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Buying Trigger OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Buying Trigger OId
Required
Name
Internal Name
Description
Why This Creates Urgency (JSON Array)
Who Feels This Most (JSON Array)
What's the Cost of Inaction (JSON Array)
How We Help in This Moment (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Competitor OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Competitor OId
Required
Name
Description
Internal Name
Business Model (JSON Array)
Comparative Strengths (JSON Array)
Comparative Weaknesses (JSON Array)
Key Differentiators (JSON Array)
Reasons We Win (JSON Array)
Customers We Won (JSON Array)
Customers We Switched (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Primary Offering
Description
Internal Name
Common Job Titles (JSON Array)
Key Concerns (JSON Array)
Key Objectives (JSON Array)
Pain Points (JSON Array)
Primary Responsibilities (JSON Array)
Why They Matter To Us (JSON Array)
Why We Matter To Them (JSON Array)
Custom Fields (JSON Array)
Linking Strategy
Product OIds (JSON Array, required for SPECIFIC mode)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Personas (JSON Array)
Required
Linking Strategy
Product OIds (JSON Array, for SPECIFIC mode)
Primary Offering OId
Playbook OId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product OId
Required
Description
Required
Key Insight
Required
Name
Type
Context
Persona OIds (JSON Array)
Use Case OIds (JSON Array)
Create Templates
Model
Additional Context Sources (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Playbook OId
Required
Name
Description
Key Insight (JSON Array)
Approach Angle (JSON Array)
Attributes (JSON Object)
Custom Fields (JSON Array)
Differentiated Value (JSON Array)
Example Description
Example Domains (JSON Array)
Explanation
ICP Concerns (JSON Array)
ICP Priorities (JSON Array)
Status Quo (JSON Array)
Strategic Narrative (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product OId
Required
Name
Type
Description
Summary
Internal Name
Primary URL
Capabilities (JSON Array)
Challenges Addressed (JSON Array)
Customer Benefits (JSON Array)
Differentiated Value (JSON Array)
Status Quo (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ProofPoints (JSON Array)
Required
Linking Strategy
Product OIds (JSON Array, for SPECIFIC mode)
Primary Offering OId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proof Point OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Reference OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Reference OId
Required
Name
Description
Internal Name
Email Snippets (JSON Array)
How They Benefit From Product
How They Make Money
How They Use Product
How We Impacted Their Business (JSON Array)
Key Stats (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
OId(s)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resource OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Segment OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Segment OId
Required
Name
Description
Internal Name
Firmographics (JSON Object)
Fit Explanation
Key Considerations (JSON Array)
Key Priorities (JSON Array)
Unique Approach (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Solution OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Solution OId
Required
Data (JSON)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
UseCases (JSON Array)
Required
Linking Strategy
Product OIds (JSON Array, for SPECIFIC mode)
Primary Offering OId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Case OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Agent OId
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Product OId (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Text Search Query
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Product OID (Filter)
Playbook OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Text Search Query
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Text Search Query
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Resource Type
Status
Search
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Text Search Query
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Active Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Return All
Limit
Offset
Text Search
Text Search Query
Product OID (Filter)
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Fathom and Octave with AI agents and code
Beyond Zap workflows. Call Fathom and Octave 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 Octave actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Build Workspace
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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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.
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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.
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 Octave integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
