Custify Fathom

Custify + Fathom Integrations, Built by an AI Agent

Put Custify + Fathom to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Custify and Fathom below — describe the exact one you want above and the Agent builds it on demand.

Refresh analytics dashboards when follow-up tasks are recorded When new follow-up tasks are captured in Fathom, automatically refresh the operational analytics dashboard in Custify to reflect updated task metrics. See details
Upload recorded review meetings when BI reports are ready When a scheduled report is ready in Custify, automatically upload the accompanying recorded presentation meeting to Fathom for AI indexing. See details
Send an alert when meeting activity volume increases When a new AI summary is generated in Fathom, automatically send a data alert in Custify to flag customer call spikes for analysts. See details

Browse the full workflow library →

Looking to achieve something else with Custify and Fathom?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Custify and Fathom

Everything Custify and Fathom can do inside a workflow — the triggers that start one and the actions that run when it fires.

Custify Explore Custify →

A customer success software built for SaaS companies to monitor product adoption, customer health, and churn risk.

Triggers
Company Enters Segment

Triggers when a company enters the defined segment.

Company Leaves Segment

Triggers when company leaves the defined segment.

Person Enters Segment

Triggers when a person enters the defined segment.

Person Leaves Segment

Triggers when a person leaves the defined segment.

Person Playbook Step

Triggers when a person enters the selected playbook step.

Playbook Step

Triggers when a company enters the selected playbook step.

Actions
Create Company

Create a company

Send CSAT

Send a new CSAT score for an existing person matched on user_id or email

Send Event

Send a new event for an existing person and/or, matched on user_id or email for people and company_id for companies.

Link Person to Company

Link a person to a company.

Create Note

Create a note

Send NPS

Send a new NPS for an existing person matched on user_id or email

Fathom Explore Fathom →

An AI meeting assistant that records, transcribes, and summarizes video calls for individual professionals and teams.

Triggers
New Action Item

Triggers when there's a new action item from a meeting.

New AI Summary

Triggers when there's a new AI summary from a meeting.

New Download Video

Triggers when a meeting recording is available for download.

New Highlight

Triggers when there's a new highlight from a meeting.

New Recording

Triggers when there's a new meeting recording.

New Transcript

Triggers when there's a new transcript from a meeting.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Custify + Fathom

Is there a pre-built Custify + Fathom automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Custify and Fathom's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Custify or Fathom connector?

No. The Agent works whether or not Custify or Fathom already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why connect Fathom with Custify?

Integrating Fathom with Custify helps leadership track qualitative meeting metrics—such as sales call volume and task counts—alongside key operational BI dashboards.

Can meeting records update BI analytics automatically?

Yes, whenever new summaries or tasks are finalized in Fathom, you can execute dashboard refreshes or data exports in Custify to keep reporting current.

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