--- title: "Connect Fathom and Order Sender - APIANT.ai" description: "When \"New AI Summary\" fires in Fathom, your agent runs \"Export Orders\" in Order Sender, or \"New Client\" in Order Sender to \"Get Meeting Summary\" in Fathom." canonical: "https://apiant.ai/connect/fathom-to-order-sender" --- # Connect Fathom and Order Sender When **New AI Summary** fires in [Fathom](https://apiant.ai/connections/fathom), your agent runs **Export Orders** in [Order Sender](https://apiant.ai/connections/order-sender), or **New Client** in Order Sender to **Get Meeting Summary** in Fathom. Describe the whole flow and it is built, tested on every scenario and kept running. Fathom **4** triggers Fathom **3** actions Order Sender **3** triggers Order Sender **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fathom and Order Sender to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Fathom and Order Sender can do together ### From Fathom to Order Sender - When **New AI Summary** in Fathom then **Export Orders** in Order Sender - When **New Highlight** in Fathom then **Export Clients** in Order Sender ### From Order Sender to Fathom - When **New Client** in Order Sender then **Get Meeting Summary** in Fathom - When **New Order** in Order Sender then **Get Meeting Transcript** in Fathom Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Fathom and Order Sender ## Triggers and actions 7 triggers · 25 actions - Trigger **New AI Summary** Triggers instantly when a Fathom meeting's AI summary is ready. - Trigger **New Highlight** Triggers when a new highlight is marked on a Fathom meeting. - Trigger **New Recording** Triggers instantly when a new Fathom meeting recording is ready. - Trigger **New Transcript** Triggers instantly when a Fathom meeting's transcript is ready. - Action **Get Meeting Summary** Returns the AI summary of a recorded meeting. - Action **Get Meeting Transcript** Returns the transcript of a recorded meeting, line by line with speaker and timestamp. - Action **List Meetings** Returns your recorded Fathom meetings, optionally filtered by date, recorder, team, meeting type or invitee domain. - Trigger **New Client** Triggers when a new customer is added to your Order Sender Business account. - Trigger **New Order** Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days. - Trigger **New Product** Triggers when a new product is added to your Order Sender catalog. - Action **Delete Discount** Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category. - Action **Delete Payment Condition** Deletes a payment condition from Order Sender Business by its code. - Action **Delete Product** Deletes a product of a supplier by its product code. - Action **Delete Secondary Address** Deletes a customer's secondary address, identified by the customer code and the address name. - Action **Export Clients** Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents. - Action **Export Commissions** Returns the commission rules defined in Order Sender Business, optionally limited to one supplier. - Action **Export Discounts** Returns the discounts defined in Order Sender Business, optionally only those for one customer. - Action **Export Orders** Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers. - Action **Export Payment Conditions** Returns the payment conditions defined in Order Sender, optionally limited to one supplier. - Action **Export Price Lists** Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier. - Action **Export Products** Returns the products in your Order Sender account, optionally limited to one supplier. - Action **Export Secondary Addresses** Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer. - Action **Export Suppliers** Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings. - Action **Import Client** Creates or updates a customer in Order Sender Business, matched by its unique customer code. - Action **Import Client Payment Condition** Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier. - Action **Import Commission** Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business. - Action **Import Discount** Creates or updates a discount for a customer and supplier, optionally limited to a product or product category. - Action **Import Payment Condition** Creates or updates a payment condition in Order Sender by its code. - Action **Import Price List** Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry. - Action **Import Product** Creates or updates a product in the Order Sender catalog. - Action **Import Secondary Address** Creates or updates a secondary address (sede) for a customer in Order Sender Business. - Action **Import Supplier** Creates or updates a supplier in Order Sender Business, matched by its unique supplier code. ## Each app on its own - [ **Fathom** Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational...](https://apiant.ai/connections/fathom) - [ **Order Sender** Order Sender is a Mobile Sales tool for Order Collection, designed for Sales Networks and Sales Agents.](https://apiant.ai/connections/order-sender) Reviews ## What our customers say ## More from Fathom - [ **Fathom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fathom-to-hubspot) - [ **Fathom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fathom-to-salesforce) - [ **Fathom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fathom-to-slack) - [ **Fathom to Google Sheets** Google Sheets](https://apiant.ai/connect/fathom-to-google-sheets) - [ **Fathom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fathom-to-gmail) - [ **Fathom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fathom-to-google-calendar) ## More into Order Sender - [ **HubSpot to Order Sender** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-order-sender) - [ **Google Sheets to Order Sender** Google Sheets](https://apiant.ai/connect/google-sheets-to-order-sender) - [ **Gmail to Order Sender** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-order-sender) - [ **Google Calendar to Order Sender** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-order-sender) - [ **Google Drive to Order Sender** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-order-sender) - [ **Mailchimp to Order Sender** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-order-sender) Questions ## Fathom and Order Sender, answered ### ### What can start an automation from Fathom? Any of Fathom's 4 triggers in the catalog, including New AI Summary, New Highlight, New Recording and New Transcript. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Order Sender when something happens in Fathom? Any of Order Sender's 22 actions, including Export Clients, Export Commissions, Export Discounts and Export Orders. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Order Sender to Fathom? Yes. When something happens in Order Sender, your agent can act in Fathom too. This page covers both directions: Order Sender's triggers and Fathom's actions are listed here as well. ### ### Do I have to build a connector for Fathom or Order Sender? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Fathom and Order Sender without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.