Connect Fulcrum and Order Sender

Both apps 48Fulcrum 23Order Sender 25

• Trigger
  Record Created

  Triggers when a new record is created in Fulcrum.

• Trigger
  Record Updated

  Triggers when a record is created or updated in Fulcrum.

• Action
  Add form

  Creates a new form (app) in Fulcrum with the fields, status options and settings you provide.

• Action
  Delete project

  Deletes a project from your Fulcrum account.

• Action
  Delete Record

  Deletes a Fulcrum record.

• Action
  Download PDF Report

  Downloads the PDF file of a generated Fulcrum report.

• Action
  Find Record

  Returns one Fulcrum record by its ID, with its field values and location.

• Action
  Find Records

  Returns Fulcrum records, optionally filtered by form, project and created or updated time.

• Action
  Generate PDF Report

  Generates a PDF report for a Fulcrum record, optionally from a report template.

• Action
  Get Form

  Returns one Fulcrum form (app) with its fields.

• Action
  Get Project

  Returns one Fulcrum project by its ID.

• Action
  List Forms

  Returns the forms (apps) in your Fulcrum organization.

• Action
  List memberships

  Returns the members of your Fulcrum organization, optionally limited to a form, project or layer.

• Action
  List photos

  Returns metadata for photos in your Fulcrum account, optionally limited to one record or app.

• Action
  List Projects

  Returns the projects in your Fulcrum organization.

• Action
  List record history

  Returns every saved version of a Fulcrum record, with who made each change and when.

• Action
  Project Create

  Creates a new Fulcrum project.

• Action
  Query Records

  Runs a SQL query against your organization's Fulcrum data and returns the rows.

• Action
  Record Create

  Creates a new record in a Fulcrum form.

• Action
  Record Update

  Replaces a Fulcrum record with the values given; fields not sent are cleared.

• Action
  Update form

  Updates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.

• Action
  Update project

  Updates the name and description of an existing Fulcrum project and returns the updated project.

• Action
  Update Record (Partial)

  Updates only the given fields of a Fulcrum record and leaves the rest unchanged.

• Trigger
  New Client

  Triggers when a new customer is added to your Order Sender Business account.

• Trigger
  New Order

  Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days.

• Trigger
  New Product

  Triggers when a new product is added to your Order Sender catalog.

• Action
  Delete Discount

  Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category.

• Action
  Delete Payment Condition

  Deletes a payment condition from Order Sender Business by its code.

• Action
  Delete Product

  Deletes a product of a supplier by its product code.

• Action
  Delete Secondary Address

  Deletes a customer's secondary address, identified by the customer code and the address name.

• Action
  Export Clients

  Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents.

• Action
  Export Commissions

  Returns the commission rules defined in Order Sender Business, optionally limited to one supplier.

• Action
  Export Discounts

  Returns the discounts defined in Order Sender Business, optionally only those for one customer.

• Action
  Export Orders

  Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers.

• Action
  Export Payment Conditions

  Returns the payment conditions defined in Order Sender, optionally limited to one supplier.

• Action
  Export Price Lists

  Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier.

• Action
  Export Products

  Returns the products in your Order Sender account, optionally limited to one supplier.

• Action
  Export Secondary Addresses

  Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer.

• Action
  Export Suppliers

  Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings.

• Action
  Import Client

  Creates or updates a customer in Order Sender Business, matched by its unique customer code.

• Action
  Import Client Payment Condition

  Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier.

• Action
  Import Commission

  Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business.

• Action
  Import Discount

  Creates or updates a discount for a customer and supplier, optionally limited to a product or product category.

• Action
  Import Payment Condition

  Creates or updates a payment condition in Order Sender by its code.

• Action
  Import Price List

  Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry.

• Action
  Import Product

  Creates or updates a product in the Order Sender catalog.

• Action
  Import Secondary Address

  Creates or updates a secondary address (sede) for a customer in Order Sender Business.

• Action
  Import Supplier

  Creates or updates a supplier in Order Sender Business, matched by its unique supplier code.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.