Fulcrum Zapier 3.0

We are excited to announce that version 3.0 of the Fulcrum Zapier connector is now live! This update introduces full support for our Canadian data instance and a suite of powerful new actions designed to give you more control over your data and streamline your integration workflows.

New Actions Available in v3.0

Query Records:
Use Fulcrum’s Query API to filter and extract specific datasets for your integrations.
Fetch Single or Multiple Records:
Retrieve the exact data you need with greater precision.
Update Record (Partial):
Use the new records patch endpoint within Zapier to update specific fields within a record without overwriting the entire entry.
Generate & Download PDF Reports:
Automate your reporting pipeline by triggering report generation and delivery within Zapier.

To learn more about how to automate your integrations using the Fulcrum Zapier connector, check out this help article.