Fulcrum

Fulcrum Integrations

  • Send a new email from a Fulcrum new record

    Using Fulcrum is a great way to collect data on the go, but wouldn't it also be great to get a new email notification every time you get a new record? Now you can!

    Automatically email people who fill out your Fulcrum form, or send yourself an email notification when your form is filled out, by integrating Fulcrum with Zapier

    How It Works

    1. A new record is created in Fulcrum
    2. Zapier copies the form data and uses it to send a new email

    What You Need

    • A Fulcrum account
  • Add new rows to Google Sheets for new Fulcrum records

    Whether you're manipulating or just storing Fulcrum data on Google Sheets, this automation can put it there for you. Just set it up and Zapier automation will take care of the rest, automatically adding the information from every new record on Fulcrum onto Google Sheets as a new row each time one is detected.

    How It Works

    1. A new record is created on Fulcrum
    2. Zapier automation adds a new row on Google Sheets

    What You Need

    • Fulcrum account
    • Google Sheets account
  • Merge Fulcrum records with changed satuses into WebMerge documents

    Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.

    How It Works

    1. A record's status changes on Fulcrum
    2. Zapier automation merges the information with a WebMerge document

    What You Need

    • Fulcrum account
    • WebMerge account
  • Send emails when new Fulcrum records change status

    Whether you're sending out updates or creating alerts from yourself, this Zap offers an automated solution for changed information on Fulcrum. Specifically, it will trigger (after being set up) whenever a record's status is changed on Fulcrum, automatically sending out your predefined email with all the additional details you need from the record.

    Note: this integration uses Zapier's native email service. If you want to use your existing email account to send emails, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

    How It Works

    1. A record's status changes on Fulcrum
    2. Zapier automation sends an email

    What You Need

    • Fulcrum account
  • Send emails on Gmail for new Fulcrum records

    Looking to reach out for new records on Fulcrum? We can take care of all those canned emails so you don't have to worry about it again. Every new record you create on Fulcrum after activating this Zap will trigger it, sending out an email from Gmail so you can stay responsive while saving your time.

    How It Works

    1. A new record is added on Fulcrum
    2. Zapier automation sends an email on Gmail

    What You Need

    • Fulcrum account
    • Gmail account
  • Send Slack messages when Fulcrum record statuses change

    Want to guarantee the team on Slack knows whenever there's a change to your records on Fulcrum? Set up this Zap and we'll trigger those alerts for you. From then on, a new message will be sent to the Slack channel of your choice whenever a record status changes on Fulcrum, making sure you don't miss a single one from then on.

    How It Works

    1. A status changes on a Fulcrum record
    2. Zapier automation sends a message on Slack

    What You Need

    • Fulcrum account
    • Slack account
  • Add rows to your Google Sheet when new Fulcrum records change status

    Keep track of everything that happens with the data from your forms by having Zapier log each change with this Fulcrum-Google Sheets integration. It will trigger whenever a Fulcrum record changes status, automatically sending the information to Google Sheets where a new row will be added for you.

    How it Works

    1. A Fulcrum record changes status
    2. Zapier automatically creates a new row on Google Sheets

    What you Need

    • A Google Sheets account
    • A Fulcrum account
  • Send SMS messages for records with changed statuses on Fulcrum

    Don't want to risk missing any change on Fulcrum? We can automate those alerts so you can stay updated (or notify others) every time. Once active, this Zap will trigger whenever a record status changes on Fulcrum, automatically sending an SMS message from Zapier's native service with every detail, every time.

    How It Works

    1. A record's status changes on Fulcrum
    2. Zapier automation sends an SMS message

    What You Need

    • Fulcrum account
  • Send emails from Gmail when Fulcrum records change status

    Need to guarantee those emails get sent out for every update on Fulcrum, even when you're too busy to do it yourself? We can take care of it for you if you activate this Zap. It will then begin to watch Fulcrum for any changed record status, automatically sending out an email from Gmail the moment one is found.

    How It Works

    1. A status changes on a Fulcrum record
    2. Zapier automation sends an email from Gmail

    What You Need

    • Fulcrum account
    • Gmail account
  • Create a Google Calendar event when a record is assigned to a user in Fulcrum

    Make appointments in your Google Calendar account whenever a new Fulcrum record is assigned to you.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form data is assigned, Zapier will copy the info and use to make a new event in your Google Calendar.

    What you Need

    • A Google Calendar account
    • A Fulcrum form

    Got that? Then let's get started.

  • Create a timesheet entry in a Harvest project when a new Fulcrum record is created

    Use your Fulcrum form to keep track of what your team is doing by using this integration to let Zapier make a new timesheet entry in your Harvest project from your Fulcrum form entries.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the info and use it to add a timesheet entry to your Harvest project.

    What you Need

    • A Harvest project
    • A Fulcrum form

    Got that? Then let's get started.

  • Create a Freshbooks invoice when a new record is created in Fulcrum

    If your team is tracking work time or selling products directly on the go, then you can use this integration to make Freshbooks invoices from your Fulcrum forms.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the info and use to make an invoice in Freshbooks.

    What you Need

    • A Freshbooks account
    • A Fulcrum form

    Got that? Then let's get started.

  • Create a new trigger event in PagerDuty when a Fulcrum record's status value changes

    Keep your team notified of important or critical events in your PagerDuty account just by filling out your Fulcrum form with this integration.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the info and use to trigger a new event in PagerDuty.

    What you Need

    • A PagerDuty account
    • A Fulcrum form

    Got that? Then let's get started.

  • Add an email to an AWeber list when an email is collected in a Fulcrum form

    Use your mobile Fulcrum form to add subscribers to your Aweber email list by using this integration to copy the email address from your forms and add it to Aweber.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the contact info from the form and add it as a new subscriber to your Aweber account.

    What you Need

    • An Aweber account
    • A Fulcrum form

    Got that? Then let's get started.

  • Create an issue in a GitHub repository when a Fulcrum record is created

    Think of a new issue that needs addressed in your code base while you're on the go? With this integration, you can add the info to a Fulcrum form and it'll be created as an issue in GitHub automatically.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the info and use it to create a new issue in your GitHub repository.

    What you Need

    • A GitHub account
    • A Fulcrum form

    Got that? Then let's get started.

  • Send a note to Pushbullet when a Fulcrum record is assigned to a user

    Get notified as soon as your Fulcrum form record is assigned to a user by integrating it with Pushbullet.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form record is assigned to a user, Zapier will copy the info and send you a notification via Pushbullet.

    What you Need

    • A Pushbullet account
    • A Fulcrum form

    Got that? Then let's get started.

  • Send SMS via Twilio from new Fulcrum records

    When you're creating records in Fulcrum, you may want to keep certain people up to date and notified. Setting up a quick automation with the help of Zapier can do all of the heavy lifting and leave you to do the work you actually need to accomplish.

    How It Works

    1. A new record is created in Fulcrum
    2. Zapier sends an SMS to any recipient via Twilio

    What You Need

    • Fulcrum account
    • Twilio account
  • Add new Podio items when Fulcrum records change status

    Need to bring those Fulcrum records into Podio once there's an update? We'll watch them all for you and react as needed when anything is detected if you set up this automation. It will then trigger whenever a record's status is changed on Fulcrum, automatically creating a new item on Podio with all of its details so you can rely on having the information at your disposal immediately.

    How It Works

    1. A status changes on a Fulcrum record
    2. Zapier automation adds an item on Podio

    What You Need

    • Fulcrum account
    • Podio account
  • Create Google Calendar events for changed Fulcrum records

    If a status change on a Fulcrum record means you need to schedule a new event, this automation can do that job for you once it's active. It will then trigger whenever a record changes status on Fulcrum, using the information to create a new detailed Google Calendar event for you every time,

    How It Works

    1. A record's status changes on Fulcrum
    2. Zapier automation creates a new detailed event on Google Calendar

    What You Need

    • Fulcrum account
    • Google Calendar account
  • Send new Fulcrum records to Podio as new items

    Need information from Fulcrum for your Podio setup? Rather than moving things around yourself, consider linking up the apps with a little Zapier automation. This one will listen for any new record on Fulcrum, automatically and reliably sending the information to Podio so a new item can be created for you every time.

    How It Works

    1. A new record is added on Fulcrum
    2. Zapier automation creates a new item on Podio

    What You Need

    • Fulcrum account
    • Podio account
  • Create a task in an Asana project when a Fulcrum record is created

    Add tasks for yourself or your team whenever your Fulcrum form is filled out by connecting it to your Asana account with this integration. You can re-use this integration to create as many tasks as you need from each form.

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the info and add a new task to your Asana account.

    What you Need

    • An Asana account
    • A Fulcrum form

    Got that? Then let's get started.

  • Get notified in Slack when a Fulcrum record is created

    Slack is a great way to keep up up to date, so wouldn't it be awesome to get notified on Slack when your Fulcrum form has been filled out? Or get the data when a record is created sent to your Slack chat room? Now you can with this Slack Fulcrum Integration.

    How It Works

    1. A new record is created in Fulcrum
    2. Zapier copies the record data and uses it to send a new email

    What You Need

    • A Fulcrum account
    • A Slack account
  • Add an email to a Mailchimp subscriber list when an email is collected in a Fulcrum form

    Use your mobile Fulcrum form to add subscribers to your MailChimp email list by using this integration to copy the email address from your forms and add it to MailChimp

    How it Works

    Zapier will watch your Fulcrum form for new entries. Whenever your form is filled out, Zapier will copy the contact info from the form and add it as a new subscriber to your MailChimp account.

    What you Need

    • A MailChimp account
    • A Fulcrum form

    Got that? Then let's get started.

  • Automatically populate WebMerge document templates from Fulcrum

    Need a way to automatically populate documents (reports, contracts, etc) with data from Fulcrum apps? Add this Fulcrum-WebMerge integration and Zapier will automatically send data from new records to WebMerge to populate letters, invoices, and more.

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Fulcrum-WebMerge integration works

    1. A new record is created in Fulcrum
    2. Zapier sends data over to WebMerge

    Apps involved

    • Fulcrum
    • WebMerge
  • Create new Spondyr documents from new Fulcrum records

    Looking for a way to create merged documents using data created in Fulcrum? With this integration, whenever a new record is created in Fulcrum, Zapier will send the record's data to Spondyr to create and optionally deliver merged documents.

    How this Fulcrum-Spondyr integration works

    1. A new record is created in Fulcrum
    2. Zapier will send the record's data to Spondyr and use the template/rules you've defined there to create merged documents

    Apps involved

    • Fulcrum
    • Spondyr

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Fulcrum Integration Details

Launched on Zapier January 31, 2015

Zapier combines Triggers (like "Record Created") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Fulcrum Triggers, Searches, and Actions are supported by Zapier:

Record Created

Triggers when a new record is created.

Record Status Changed

Triggers when the status is changed on a record.

Record Assigned

Triggers when a record is assigned to a user.

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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.