Fulcrum + Formstack Documents Integrations
How to connect Fulcrum + Formstack Documents
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Popular Fulcrum + Formstack Documents workflows
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Merge Fulcrum records with newly-changed statuses into WebMerge documents
Merge Fulcrum records with newly-changed statuses into WebMerge documentsAutomatically populate WebMerge document templates from Fulcrum
Automatically populate WebMerge document templates from Fulcrum
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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
New Merged DocumentTriggers when a merged/populated document is created.Trigger- Combine FilesCombine multiple files into a single PDF or DOCX.Action
- Formstack Documents
Converts a given file to a PDF.
Scheduled
Action
- Formstack Documents
Send data to your Data Route URL.
Scheduled
Action
- Formstack Documents
Send data to your Merge URL.
Scheduled
Action
- Formstack Documents
Extracts the field values from the given PDF file.
Scheduled
Action
How Fulcrum + Formstack Documents Integrations Work
- Step 1: Authenticate Fulcrum and Formstack Documents.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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