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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Client" in Practifi.

You’re connected!

Zapier seamlessly connects Fathom and Practifi, 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.
Trigger
Instant
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New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
Try It
New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
Try It
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
  Required
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
Action
Write

- Update using
  Required
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Client Key
Action
Write
- Update using
  Required
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
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
Try It
New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
- Update using
  Required
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
Action
Write
- Key
- Prospect Name
- Notes
- Start New Prospect Process
- Segment
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
  Required
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Fathom and Practifi to integrate crucial parts of your business

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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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 Practifi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Fathom

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

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About Practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

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