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Docupilot + Fulcrum Integrations

How to connect Docupilot + Fulcrum

Zapier lets you send info between Docupilot and Fulcrum automatically—no code required.

When this happens...
FulcrumFulcrum
Record Assigned

Triggers when a record is assigned to a user.

automatically do this!
DocupilotDocupilot
Create Document

Creates a new document from a specified template.

Supported triggers and actions

What does this mean?
  • Docupilot triggers, actions, and search
    Create Document
    Creates a new document from a specified template.
    Action
    Write
  • Fulcrum triggers, actions, and search
    Record Assigned
    Triggers when a record is assigned to a user.
    Trigger
    Instant
  • Fulcrum triggers, actions, and search
    Record Created
    Triggers when a new record is created.
    Trigger
    Instant
  • Fulcrum triggers, actions, and search
    Record Status Changed
    Triggers when the status is changed on a record.
    Trigger
    Instant

How Docupilot + Fulcrum Integrations Work

  1. Step 1: Authenticate Docupilot + Fulcrum.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn More

Related categories

  • Documents
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fulcrum logo
fulcrum logo

About Fulcrum

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.

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