Connect Fulcrum and Salesmate

Both apps 35Fulcrum 23Salesmate 12

• 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 De-Activated User

  Triggers when a user in Salesmate is de-activated.

• Trigger
  New User

  Triggers when a new user is added to your Salesmate account.

• Action
  Add Note

  Adds a note to a contact in Salesmate. Returns the id of the note that was created.

• Action
  Create Contact

  Creates a new contact in Salesmate. Returns the id of the contact that was created.

• Action
  Random User

  Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.

• Action
  Search for Total Rows in Activity

  Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.

• Action
  Search for Total Rows in Company

  Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.

• Action
  Search for Total Rows in Contacts

  Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.

• Action
  Search for Total Rows in Deal

  Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.

• Action
  Search User

  Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.

• Action
  Update Contact

  Updates an existing contact in Salesmate. Only the fields you supply are changed.

• Action
  Update Note

  Updates an existing note on a contact in Salesmate.

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