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Best answer

How to automatically create action items from Fathom in ClickUp

  • August 11, 2025
  • 4 replies
  • 36 views

What Fathom Zapier trigger / series of actions will allow me to have each action item from a meeting be auto-created in Clickup 

 

I reviewed this chat - and it says I can’t use New Action Item as I would only get one per meeting recording - which is exactly the issue I’m seeing. 

 

But it doesn’t describe how to actually accomplish this. 

 

Appreciate any guidance.

 

Best answer by Troy Tessalone

Hi ​@IF23 

Try these Zap steps:

  1. Trigger: Fathom - New Action Item
  2. Action: ClickUp - Create Task

 

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4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • Answer
  • August 11, 2025

Hi ​@IF23 

Try these Zap steps:

  1. Trigger: Fathom - New Action Item
  2. Action: ClickUp - Create Task

 


  • Author
  • New
  • 2 replies
  • August 12, 2025

HI, 

 

I tried this, and when it tried to retrieve a test case it only found the last of the many tasks on a call - and it didn’t trigger at all on my latest call, so I”m not understanding what’s wrong.

 

In that other chain it referred to having to figure out how many tasks were created on that call - why?

 

Let me know what information would be helpful to you to consider further.

 

Thanks,

Iris


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • August 12, 2025

@IF23 

Did you try testing with your Zap turned ON?

Check your Zap Run history to see activity and the DATA IN/OUT for each step.

https://zapier.com/app/history/


  • Author
  • New
  • 2 replies
  • August 12, 2025

I realized I had an unrelated issue - on a subsequent meeting it did work as expected. thanks for the help.