1.Detect new action item created
Integrate Fathom and meeting tools to detect new action item created to trigger downstream routing.
Create action cards from meeting items to client boards
Automatically monitor new action items created in Fathom and map meeting time to card dates across Trello workflows. Create and place client board cards when meeting titles or client identifiers qualify, so you can assign follow-up fast, attach recordings, and keep boards current without manual routing.
How this automation creates client board cards
When new action items appear but routing is manual, follow-up slows and client boards fall out of date. This automation watches action-item creation in Fathom, formats meeting time, routes qualifying records, and creates Trello cardsβso your team can act on meetings immediately.
Fathomor swap with your favorite app
2.Formats meeting time into card dates
Integrate Formatter by Zapier and scheduling data to format meeting time so your card has the right start or due date.
Formatter by Zapieror swap with your favorite app
3.Routes to the correct client board
Integrate Filter by Zapier and board rules to evaluate qualifying records and continue only for the selected board.
Filter by Zapieror swap with your favorite app
4.Creates card on client board
Integrate Trello and task management to create client board cards, attach recording URLs, and place them at the top.
Trelloor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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