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Connecting Fathom

CallVault integrates with Fathom to import your meeting transcripts. This guide covers everything about the connection.

Overview

CallVault connects to Fathom in two ways:
  1. API Key - Lets CallVault fetch your existing meetings on demand
  2. Webhook - Automatically sends new calls to CallVault as they complete
Both are configured during the Setup Wizard when you first log in.

The Setup Wizard

When you log into CallVault for the first time (or if Fathom isn’t connected), the Setup Wizard appears automatically.

Step 1: Get Your Fathom API Key

  1. Log into Fathom
  2. Go to Settings (gear icon)
  3. Find the API or Integrations section
  4. Copy your API Key
Keep your API key secure. It grants access to your Fathom recordings.

Step 2: Get Your Webhook Secret

In the same Fathom settings area:
  1. Find the Webhooks section
  2. Copy or generate a Webhook Secret
This secret is used to verify that webhook calls are legitimately from Fathom.

Step 3: Configure the Webhook in Fathom

CallVault will display a webhook URL that looks like:
https://your-supabase-project.supabase.co/functions/v1/webhook
In Fathom’s webhook settings:
  1. Add this URL as a new webhook endpoint
  2. Select which events to send:
    • My Recordings - When calls complete
    • Transcripts - When transcripts are ready
    • Summaries - When AI summaries generate
    • Actions - When action items are extracted
We recommend enabling at least My Recordings and Transcripts for full functionality.

Step 4: OAuth (Optional)

If you have OAuth access, CallVault can:
  • Automatically create the webhook in Fathom
  • Refresh credentials when they expire
  • Simplify the setup process
During the wizard, you can choose to authorize via OAuth instead of manually entering credentials.

Verifying Your Connection

After setup, check your connection status:
  1. Go to Settings > Integrations
  2. Look for the Fathom connection card
  3. Status should show Connected
You can also click Test Connection to verify the API key works.

Syncing Calls

Manual Sync

  1. Go to the main Transcripts page
  2. Click the SYNC tab
  3. Set an optional date range
  4. Click Fetch Unsynced to see available meetings
  5. Select calls and click Sync

Automatic Sync

Once the webhook is configured:
  • New calls appear in CallVault automatically
  • Typically within 1-5 minutes of completing in Fathom
  • No manual action required

Managing Your Connection

Updating Credentials

  1. Go to Settings > Integrations
  2. Click Edit on the Fathom connection
  3. Update your API Key or Webhook Secret
  4. Save changes

Disconnecting

To disconnect Fathom:
  1. Go to Settings > Integrations
  2. Click Disconnect on the Fathom card
  3. Confirm the action
Disconnecting stops future syncs but keeps your already-synced calls in CallVault.

Troubleshooting

Calls Not Syncing Automatically

  1. Verify the webhook URL is correct in Fathom
  2. Check that the Webhook Secret matches
  3. Ensure the right events are enabled in Fathom
  4. Try a manual sync to test the API key

”Invalid API Key” Error

  1. Regenerate your API key in Fathom
  2. Update it in CallVault Settings > Integrations
  3. Try syncing again

Webhook Not Receiving Events

  1. Check Fathom’s webhook delivery logs (if available)
  2. Verify the webhook URL is exactly as shown in CallVault
  3. Ensure your Fathom plan supports webhooks

AI Knowledge Base

CallVault can index your transcripts for smarter AI search:
  1. Go to Settings > Integrations
  2. Find AI Knowledge Base Status
  3. Click Index Transcripts to process your calls
This enables semantic search in the AI Chat feature.