Connect Fulcrum and Reply

Both apps 46Fulcrum 23Reply 23

• 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
  Inbox Category Set for Reply

  Triggers when an email reply in Reply is given an inbox category, automatically or by a user.

• Trigger
  New Email Opened

  Triggers when a contact opens a tracked email sent from Reply.

• Trigger
  New Emails Sent

  Triggers when Reply sends an email from a sequence step.

• Trigger
  New Link Clicked

  Triggers when a recipient clicks a tracked link in an email sent from Reply.

• Trigger
  New Person Bounce

  Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.

• Trigger
  New Person Opt Out

  Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).

• Trigger
  Prospect Finished

  Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.

• Action
  Add contact list

  Creates a new contact list in Reply, optionally shared with your team.

• Action
  Add note to contact

  Adds a note to a contact's timeline in Reply.

• Action
  Add sequence

  Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.

• Action
  Create\Update Person

  Creates a Reply contact, or updates the existing contact with the same email address.

• Action
  Delete contact

  Deletes a contact from your Reply account.

• Action
  Find contacts by criteria

  Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.

• Action
  Get contact

  Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.

• Action
  Get sequence

  Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.

• Action
  List contact lists

  Returns the contact lists you own plus those shared with your team, optionally filtered by name.

• Action
  List contacts

  Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.

• Action
  List inbox categories

  Returns the inbox categories you can file conversations under.

• Action
  List Sequence Contacts

  Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.

• Action
  List sequences

  Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.

• Action
  Mark as Finished

  Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.

• Action
  Remove Person From Campaign

  Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.

• Action
  Send Test Webhook Event

  Sends a test event from an existing Reply webhook subscription to its configured URL.

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