Fathom + Practice

Locate new clients in Practice when new ai summaries are created in Fathom

Utilize artificial intelligence to streamline your client management process. When a fresh AI summary is available in the Fathom app, this workflow carries out a Find Client procedure in the Practice app, improving efficiency and saving you time. Enhance your practice's customer service by making effective use of technology and maintain seamless client interactions.

When this happens...
New AI Summary
Triggers when there's a new AI summary from a meeting.
TriggerInstant
automatically do this!
Find Client
Find a client in Practice.
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Supported triggers and actions

What does this mean?

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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Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
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Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Scheduled
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Scheduled
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Scheduled
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- LabelRequired
- Client emailRequired
Action
Write
- Custom Subscription ID
Action
Write
- TitleRequired
- ContentRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
Action
Write

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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Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
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Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
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Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
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New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Scheduled
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New Client Created
Triggers when a new client has been created.
Trigger
Scheduled
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New Note Created
Triggers when a new note has been created.
Trigger
Scheduled
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Assign Member
Assign a member to a client in Practice.
Action
Write
- First nameRequired
- Last nameRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)Required
Action
Write

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.

Learn more

Related categories

AI Tools

About Practice

Practice is the easiest way to manage your entire business. Scheduling, payments, client management, and everything for your business under one roof.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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Fathom + Practice

Locate new clients in Practice when new ai summaries are created in Fathom

New Action Item

New Download Video

New Recording

Appointment Canceled

New Appointment Created

Appointment Rescheduled

New Form Submitted

New Invoice Paid

New Package Booked

Add Label

Client emailRequired

Assign Package

Custom Subscription ID

Create Note

TitleRequired

ContentRequired

StatusRequired

Get Client Packages

EmailRequired

Pause Package

Remove Package

New AI Summary

New Highlight

New Transcript

Appointment Completed

Appointment Outcome Updated

Attendee Added to Event

New Internal Form Submitted

New Client Created

New Note Created

Assign Member

Create Client

First nameRequired

Last nameRequired

EmailRequired

Find Client

EmailRequired

Mark Package as Completed

Custom Subscription ID

Remove Client Label

Label Title

Label ID

Client email

Client ID

Resume Package

New Start Date (YYY-MM-DD)Required

About Fathom

Related categories

About Practice

Related categories

Similar apps

Zapier Interfaces