Fathom + Practice

Fathom + Practice integrations

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 SummaryTriggers when there's a new AI summary from a meeting.
TriggerInstant
automatically do this!
Find ClientFind a client in Practice.
ActionWrite

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More things you can do with Fathom and Practice

Discover other triggers and actions you can use with Fathom and Practice

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
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
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- Label
  Required
- Client email
  Required
Action
Write
- Custom Subscription ID
Action
Write
- Title
  Required
- Content
  Required
- Status
  Required
Action
Write
- Email
  Required
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
Polling
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New Client Created
Triggers when a new client has been created.
Trigger
Polling
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New Note Created
Triggers when a new note has been created.
Trigger
Polling
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- Member
Action
Write
- First name
  Required
- Last name
  Required
- Email
  Required
Action
Write
- Email
  Required
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.

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Related categories

AI Meeting Assistants

About Practice

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

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Related categories

CRM (Customer Relationship Management)

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