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Set up your first integration
Quickly connect Fathom to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Fathom with Trello - no code necessary. See how you can get setup in minutes.
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 Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects Fathom and Trello, 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.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant - New Board
Triggers when a new board is added.
Try ItTriggerPolling
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant - Board ID
- List ID
- Filter
Try ItTriggerPolling
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Practical ways you can use Fathom and Trello
Track meeting outcomes in project boards.
When a new action item arises from a Fathom meeting, Zapier can automatically create a new card in Trello. This keeps your projects updated in real-time, ensures task visibility, and maintains accountability within the team.
Business OwnerAdd meeting summaries to project tracking.
When Fathom generates an AI summary for a completed meeting, Zapier can send it to Trello as an attachment on a project card. This provides transparency and allows teams to act swiftly based on meeting discussions without losing critical details.
Project ManagementAttach call recordings to prospect cards.
When a new meeting recording is ready in Fathom, Zapier can add the recording to the corresponding Trello card. This helps sales teams maintain comprehensive prospect profiles and ensures important insights aren't lost.
Sales OpsLearn how to automate Fathom on the Zapier blog
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about Fathom + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fathom and Trello
How can I set up an integration between Fathom and Trello?
To set up an integration between Fathom and Trello, you can use our platform to create a Zap that connects the two applications. You'll start by selecting Fathom as the trigger app and choose a specific trigger event, such as 'New Metric Recorded'. Then, select Trello as the action app and determine what action should be taken, like 'Create Card' in a specified board.
What kind of triggers are available for Fathom in the integration?
In our integration setup, you can choose triggers from Fathom such as 'New Metric Recorded', 'Goal Achieved', or 'New Page View'. These triggers ensure that every time a specific event occurs in Fathom, an action can be initiated in Trello.
Can I update Trello cards based on data from Fathom?
Yes, by using our platform, you can set an action that updates existing Trello cards whenever there are changes or new data points recorded in Fathom. This is achieved by choosing actions like 'Update Card' with data coming from your specified trigger event in Fathom.
Are there specific actions in Trello that I can automate through this integration?
Absolutely. You can automate several actions such as creating new cards, updating card details, adding comments to cards or moving cards to other lists when certain conditions are met based on triggers from Fathom.
Does the integration support automating lists within Trello based on analytics from Fathom?
Yes. With our detailed action setup options, you can move cards across different lists on your boards whenever particular metrics or goals within Fathom meet specified criteria.
Is it possible to link multiple Trello boards with metrics from a single Fathom account?
Indeed it is. You have the flexibility to connect multiple boards in Trello with distinct metrics being tracked through one single account on Fathom. Each board’s actions can be determined individually based on separate triggers defined within the same account's metrics.
What happens if there's a failure in executing an action within Trello when using the integration?
If there's a failure during any action execution in Trello via our integration due to errors or missing information, you'll receive immediate alerts so you can address any issues promptly. We also provide logs for troubleshooting and error resolution manually if needed.
