How to connect Docupilot + Fulcrum
Zapier lets you send info between Docupilot and Fulcrum automatically—no code required.
When this happens...
Triggers when a record is assigned to a user.
automatically do this!
Creates a new document from a specified template.
- Create DocumentCreates a new document from a specified template.Action
- Record AssignedTriggers when a record is assigned to a user.Trigger
- Record CreatedTriggers when a new record is created.Trigger
- Record Status ChangedTriggers when the status is changed on a record.Trigger
- Step 1: Authenticate Docupilot + Fulcrum.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.