How to connect Fulcrum + Bkper
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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
- Transaction CheckedTriggers when a transaction is checked.Trigger
- Transaction PostedTriggers when a transaction is posted.Trigger
- Bkper
Create a new draft transaction
Scheduled
Action
How Fulcrum + Bkper Integrations Work
- Step 1: Authenticate Fulcrum and Bkper.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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