Fathom + Keeper
Create tasks in Keeper for new action items in Fathom
Simplify your work routine with this streamlined workflow between Fathom and Keeper. Whenever a new action item arises within Fathom, it immediately results in the creation of a task within the Keeper app. Not only does this automation save you time, but it also ensures that nothing slips through the cracks, allowing you to focus on your most important work.
Simplify your work routine with this streamlined workflow between Fathom and Keeper. Whenever a new action item arises within Fathom, it immediately results in the creation of a task within the Keeper app. Not only does this automation save you time, but it also ensures that nothing slips through the cracks, allowing you to focus on your most important work.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Task
Creates a new task for a client in Keeper.
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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItClient Properties Update
Triggers when client properties are modified.
Try It