Fathom + Actionstep Integrations
Put Fathom + Actionstep to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Fathom and Actionstep
See the kind of workflows teams build with Fathom and Actionstep below — describe the exact one you want above and the Agent builds it on demand.
Log call notes to CRM deal records
When a new AI summary is generated in Fathom, automatically log the meeting activity under the corresponding lead record in Actionstep.
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Update deal stages based on meeting outcomes
When new follow-up tasks are captured in Fathom, automatically update the deal stage in Actionstep to reflect sales progress.
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Upload recorded sales calls for key new leads
When a new lead is created in Actionstep, automatically upload relevant audio or video to Fathom to prepare automated transcripts and call insights.
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Browse the full workflow library →
Looking to achieve something else with Fathom and Actionstep?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Fathom and Actionstep
Everything Fathom and Actionstep can do inside a workflow — the triggers that start one and the actions that run when it fires.
Fathom Explore Fathom →
An AI meeting assistant that records, transcribes, and summarizes video calls for individual professionals and teams.
TriggersTriggers when there's a new action item from a meeting.
Triggers when there's a new AI summary from a meeting.
Triggers when a meeting recording is available for download.
Triggers when there's a new highlight from a meeting.
Triggers when there's a new meeting recording.
Triggers when there's a new transcript from a meeting.
Actionstep Explore Actionstep →
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
TriggersTriggers when an action/matter is created.
Triggers when a participant/contact is added to an action/matter.
Triggers when a new file note is created.
Triggers when a participant/contact is created.
Triggers when a step change occurs on an action/matter.
Triggers when a new task is created.
Adds a participant to an action/matter.
Creates a new action/matter.
Creates a company contact.
Creates a new file note for an action/matter.
Creates an individual contact.
Creates a task for an action/matter.
Other AI Meeting Notetakers apps on Knit
Explore more AI Meeting Notetakers integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
3Scribe
An automated audio and video transcription service that converts speech into searchable, formatted text transcripts.
Avoma
Avoma is an AI-powered meeting assistant that records, transcribes, and summarizes business conversations to extract actionable insights.
Circleback
An AI meeting assistant that records, transcribes, and generates summaries and action items from online meetings.
Fellow
A meeting management tool that helps teams run structured meetings with shared agendas, real-time notes, and action items.
Fireflies.ai
An AI meeting assistant that automatically transcribes, summarizes, and analyzes voice conversations across major video conferencing platforms.
Grain
Grain is an AI-powered meeting workspace that records, transcribes, and summarizes video calls for teams to share key insights.
Granola
An AI-powered meeting notepad that transcribes video calls and generates customizable structured notes from user conversations.
HappyScribe
HappyScribe is an automated transcription and subtitling platform that converts audio and video files into editable text documents.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Fathom + Actionstep
Is there a pre-built Fathom + Actionstep automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Fathom and Actionstep's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Fathom or Actionstep connector?
No. The Agent works whether or not Fathom or Actionstep 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.
How does connecting Fathom with Actionstep help sales teams?
Integrating Fathom with Actionstep eliminates manual note-taking and CRM data entry by logging meeting summaries and follow-ups directly into client records right after calls finish.
Will meeting notes automatically associate with existing contacts?
Yes, when an AI summary or meeting transcript is produced in Fathom, it automatically creates or updates contact records and logs sales activity in Actionstep.