Fulcrum + Google Docs

Create new Google Docs documents from newly created Fulcrum records

Easily generate documents from new records created in Fulcrum with this seamless workflow. As soon as a record is created in Fulcrum, the workflow instantly transforms the record data into a Google Docs document, ensuring efficient document management and streamlining your data processing tasks. Boost your productivity and stay organized by effortlessly converting your field data into shareable and editable documents.

When this happens...
Record Created
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create Document From Text
Create a new document from text. Also supports limited HTML.
ActionWrite

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Supported triggers and actions

- AppRequired
Trigger
Instant
Try It
- AppRequired
Trigger
Instant
Try It
- AppRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- AppRequired
- Record IdRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- Report URLRequired
- Attachment Filename
Action
Write

- Record IDRequired
Action
Search
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It

- DocumentRequired
Trigger
Polling
Try It
- Drive containing the template document
- Folder containing the template document
- Template DocumentRequired
- New Document NameRequired
- Drive
- Folder for new Document
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- DocumentRequired
- Find textRequired
- Replace text
- Match case
Action
Write
- DocumentRequired
- Image URLRequired
- Insert position (Index)Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
Action
Write
- Document NameRequired
- Document ContentRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- DocumentRequired
- Background color (hex)
- Page width (points)
- Page height (points)
- Top margin (points)
- Bottom margin (points)
- Left margin (points)
- Right margin (points)
- Page number start
- Use different first page header and footer
- Use different even page header and footer
Action
Write
- Drive
- Folder
- Document NameRequired
Action
Search
- Document IDRequired
Action
Search

- AppRequired
Trigger
Instant
Try It
- NameRequired
- DescriptionRequired
- CustomerRequired
- StatusRequired
- Start DateRequired
- End DateRequired
- External Job IDRequired
Action
Write
- Record IDRequired
- AppRequired
- Status
- Project ID
- Assigned To ID
- Latitude
- Longitude
Action
Write
- Record IDRequired
- AppRequired
- Report Template
Action
Write
- SQL QueryRequired
- Response Format
Action
Search
- Form ID
- Project ID
- Changeset ID
- Bounding Box
- Created Since
- Updated Since
- Created Before
- Updated Before
- Page
- Records Per Page
- Newest First
Action
Search
- Drive
- Folder
Trigger
Polling
Try It
- Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write
- FileRequired
- Specify Document Name
- Drive
- Folder
Action
Write
- DocumentRequired
- Start position (Index)Required
- End position (Index)Required
- Formatting Options
- Font size (points)
- Font family
- Text color (hex)
- Background color (hex)
- Segment ID
- Tab ID
Action
Write
- DocumentRequired
- Text to insertRequired
- Insert position (Index)Required
- Segment ID
- Tab ID
Action
Write
- DocumentRequired
- Select which image to replaceRequired
- New image URLRequired
- Select which tab the image is in
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search
- Drive
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

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.

Related categories

Forms & Surveys

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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Learn more