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Automate tasks across Fathom with Planfix

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Fathom and Planfix talk.
Here are some common ways to automate work between them.

Send a Planfix notification when Fathom receives a high-priority item.Try now
Create a Planfix follow-up from new qualified activity in Fathom.Try now
Copy new customer details from Fathom into Planfix.Try now
Update the matching Planfix item when a Fathom status changes.Try now
Start a review in Planfix when Fathom flags an exception.Try now
Summarize new Fathom activity and save it in Planfix.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Fathom and Planfix work.

Connect your Fathom and Planfix. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 28 actions between Fathom and Planfix.
Can’t find an action you need? Let us know.

Create WebhookCreate webhook in Fathom.Delete WebhookDelete webhook in Fathom.Get Recording SummaryRun a get recording summary action in Fathom.Get TranscriptRun a get transcript action in Fathom.List Team MembersRun a list team members action in Fathom.List TeamsRun a list teams action in Fathom.List MeetingsRun a list meetings action in Fathom.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Fathom and Planfix.

MindCloud connects Fathom and Planfix so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.