Connect Fulcrum and Postalytics

Both apps 37Fulcrum 23Postalytics 14

• 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 Campaign Event

  Triggers when a mail piece in a Postalytics campaign has a new delivery or online response event, such as delivered, returned or a page view.

• Action
  Delete Contact

  Deletes a Postalytics contact.

• Action
  Enroll a Contact Into a Flow

  Enrolls a contact into a Postalytics Flow, which sends a series of postcards or letters with delivery and response tracking.

• Action
  Get Campaign

  Returns one Postalytics campaign's details: name, status, contact list and endpoint.

• Action
  Get Contact

  Returns one Postalytics contact by its ID.

• Action
  List Campaigns

  Returns all of your Postalytics campaigns with their delivery and response stats.

• Action
  List Contact Lists

  Returns all of your Postalytics contact lists with their contact counts.

• Action
  List Contacts on a List

  Returns the contacts on one Postalytics contact list.

• Action
  List Flows

  Returns all of your Postalytics Flows, including each Flow's endpoint ID used to enroll contacts.

• Action
  List Suppression Lists

  Returns all of your Postalytics suppression lists.

• Action
  List Templates

  Returns all of your Postalytics postcard and letter templates.

• Action
  Send and Track a Postcard or Letter

  Sends a postcard or letter to one recipient through a Postalytics triggered campaign, with delivery and response tracking.

• Action
  Unenroll a Contact From a Flow

  Removes a contact from a Postalytics Flow so it gets no further mailings.

• Action
  Update Contact

  Updates a contact's name, address or email on a Postalytics contact list.

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