Fulcrum + Aero Workflow Integrations
How to connect Fulcrum + Aero Workflow
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Record CreatedTriggers when a new record is created.Trigger- Record DeletedTriggers when a new record is deleted.Trigger
- Record UpdatedTriggers when a new record is updated.Trigger
- Project CreateCreates a new project.Action
- Record CreateCreates a new Record.Action
- Record UpdateUpdate a new Record.Action
Get Company NamesTrigger for Company dynamic dropdown.Trigger- Create AppointmentCreates a new Aero Appointment.Action
- Aero Workflow
Creates a new company.
Scheduled
Action
- Aero Workflow
Creates a new contact.
Scheduled
Action
- Aero Workflow
Creates a new Aero Email.
Scheduled
Action
- Aero Workflow
Creates a new Aero Other.
Scheduled
Action
- Aero Workflow
Creates a new Aero Task.
Scheduled
Action
- Aero Workflow
Creates a new Vault Entry for specific company.
Scheduled
Action
- Aero Workflow
Finds an existing company.
Scheduled
Action
How Fulcrum + Aero Workflow Integrations Work
- Step 1: Authenticate Fulcrum and Aero Workflow.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.
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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About Aero Workflow
Aero Workflow is a workflow application for accountants by accountants.
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