Fulcrum integration with Email by Nekton
How to Send emails when new Fulcrum records change status
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails when new Fulcrum records change status" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Fulcrum integrations
Fulcrum actions
Nekton can use any feature that is available in Fulcrum API.
Using our advanced AI, you can easily create custom automations for Fulcrum.
Here are some typical actions you can do in your automated workflows.
Record Create
Creates a new Record.
Project Create
Creates a new project.
Record Update
Update a new Record.
Record Created
Triggers when a new record is created.
Record Updated
Triggers when a new record is updated.
Record Deleted
Triggers when a new record is deleted.
About Fulcrum
Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.