Zapier Setup Process for Fluint Integration
Prerequisites
Zapier Account: Create a Zapier account if you don't have one
Fluint Account: Ensure you have integrations admin access to your Fluint workspace
Beta Access: Accept the private app invite from Fluint (sent via email)
Source System: Admin access to your source tool (Fathom, Teams, Hubspot, etc.)
*Fluint is still in beta mode with Zapier, meaning you won't find our app searchable yet in their library. Instead we'll send you a private invite.
Supported Use-Cases
This is important - the Fluint <> Zapier connection can only support the following use cases:
Meeting Import: Automatically import transcripts from external meeting tools
*Note: Transcript exports will need to be supported by your external tool as well (ideally the complete transcript, not just a transcript summary)
Meeting Export: Automatically export transcripts captured from Fluint's native notetaker to a different destination, like a CRM or CS platform (Pipedrive, PlanHat, etc.)
Deal Creation: Create deals automatically in Fluint when new deals are created (or stage-change) in your CRM
Document Management: Send Fluint-generated content (business cases, account plans, etc) to a different destination, like your CRM.
Setup Process
1. Accept Fluint's Private App Invite
Check your email for an invite from Fluint
Accept the invite to access Fluint's private Zapier app
*Note: This is required because Fluint hasn't gone through the public app approval process yet and is considered to be in beta mode with Zapier. You'll need to work with our team directly for Zapier app access.
2. Generate Fluint API Credentials
Log into your Fluint account
Navigate to Settings (cog icon)
Click Integrations
Click into Zapier
Click Generate New API Key
Name your key (optional but recommended: "Zapier Integration")
Copy and securely store both:
API Key
Organization ID
*API keys are only shown once during generation. Save them immediately - if you lose an API key, you'll need to delete it and create a new one.
Configure Your Zapier Use Case
Your team will need to configure Zapier for your desired use case. One common example is importing call transcripts into Fluint from another system. Here's a general outline for setting that up:
1. Create New Zap
In Zapier, go to Zaps → Create New Zap
Name your Zap (e.g., "Fathom to Fluint Meeting Import")
2. Configure Trigger
Search for your meeting tool (e.g., "Fathom")
Select trigger event: "New Transcript"
Connect your account and authorize
Configure settings:
Select "Team Meetings" to capture all team transcripts
Test the trigger to see sample data
3. Configure Fluint Action
Add action step
Search for "Fluint" (invite-only app)
Select action: "Create or Update Meeting"
Connect using your API credentials from Phase 1
Map fields from trigger to Fluint:
Meeting ID: Use source system's meeting ID
Title: Meeting title from source
Date: Meeting start time
Organizer: Meeting host email
Transcript: Plain text transcript
Attendees: Optional - leave blank initially to reduce complexity
4. Test and Publish
Run test to validate the integration
Check Fluint to confirm meeting appears in Meetings section
Click Publish to activate the Zap
Notes and Limitations
Data Handling
No Backfill: Zapier integrations only process new data going forward; we cannot run a backfill or mass import data from another source that doesn't have a native integration with us.
Plain Text: Meeting transcripts come through as plain text (not structured like native integrations)
Time-frame: New meetings/changes generally trigger workflows immediately, however there may be a few minute delay
Pricing Considerations
Zapier is a separate tool and has it's own pricing
Their free tier might handle small a teams' meeting volume - but you'll want to estimate your own volume by estimating your number of anticipated 'zaps'
i.e. Number of meetings per week / team member