How to connect Docupilot + Fulcrum
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DocumentRequired
Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
AppRequired
Select an App.
Try ItNameRequired
Project name.
DescriptionRequired
Set a Description.
CustomerRequired
Set a Customer.
StatusRequired
Set a Status
Start DateRequired
Set a Start Date in iso8601 string. ex: 2022-03-14
End DateRequired
Set a End Date in iso8601 string. ex: 2022-03-14
External Job IDRequired
Set a External Job ID.
AppRequired
Select an App.
Record IdRequired
Select an Record ID.
LatitudeRequired
Set a latitude.
LongitudeRequired
Set a longitude.
How Docupilot + Fulcrum Integrations Work
- Step 1: Authenticate Docupilot and 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.
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