Integration
Connect Fulcrum and Gately
When Record Created fires in Fulcrum, your agent runs Add contact in Gately, or New Member in Gately to Find Record in Fulcrum. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Fulcrum and Gately to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Fulcrum and Gately can do together
From Fulcrum to Gately
When Record Created in Fulcrum
then Add contact in Gately
From Gately to Fulcrum
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Fulcrum and Gately
Triggers and actions 3 triggers · 20 actions
- Record Created
Triggers when a new record is created in Fulcrum.
- Record Updated
Triggers when a record is created or updated in Fulcrum.
- Delete Record
Deletes a Fulcrum record.
- Download PDF Report
Downloads the PDF file of a generated Fulcrum report.
- Find Record
Returns one Fulcrum record by its ID, with its field values and location.
- Find Records
Returns Fulcrum records, optionally filtered by form, project and created or updated time.
- Generate PDF Report
Generates a PDF report for a Fulcrum record, optionally from a report template.
- Get Form
Returns one Fulcrum form (app) with its fields.
- Get Project
Returns one Fulcrum project by its ID.
- List Forms
Returns the forms (apps) in your Fulcrum organization.
- List Projects
Returns the projects in your Fulcrum organization.
- New Member
Triggers when a new member signs up to your project.
- Add contact
Create a new CRM contact.
- Add member
Create a new project member.
- Delete contact
Permanently delete a contact and all associated data.
- Find contacts by criteria
Search/filter contacts via list endpoint query params (email, tag, list, segment).
- Get contact
Retrieve a single CRM contact by ID.
- Get member
Retrieve a single member by ID.
- List contacts
Retrieve contacts for a project with optional filtering and pagination.
- List members
Retrieve a paginated list of members in the project.
- Send email
Send a transactional email to one or more recipients.
- Update contact
Partially update a contact — only sent fields change.
- Update member
Update an existing member.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Fulcrum
Fulcrum to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Fulcrum to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Fulcrum to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Fulcrum to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Fulcrum to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Fulcrum to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Gately
ActiveCampaign to GatelyActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GatelyOrganize anything with Airtable, a modern database created for everyone.
Asana to GatelyAsana is a collaborative information manager for workspace.
ClickUp to GatelyClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to GatelyDiscord is an all-in-one voice and text chat for gamers.
Freshdesk to GatelyFreshdesk is a cloud-based customer support and helpdesk platform.
Questions
Fulcrum and Gately, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Gately when something happens in Fulcrum?
Any of Gately's 11 actions, including Send email, Update contact, Update member and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gately to Fulcrum?
Yes. When something happens in Gately, your agent can act in Fulcrum too. This page covers both directions: Gately's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or Gately?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Fulcrum and Gately without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.