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Fulcrum - Create PDF, Word, Excel Documents
Fulcrum connects with Documentero to turn field inspection data into ready-to-use documents. Whenever a record is created, updated, or deleted in Fulcrum, Documentero can generate reports, certificates, or spreadsheets automatically. This saves time on manual formatting and ensures inspection results are shared in consistent, professional files across teams.
Fulcrum
Documentero
Triggers
Watch Record Created — Triggers when a record is created.
Watch Record Deleted — Triggers when a record is deleted.
Watch Record Updated — Triggers when a record is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Fulcrum using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Fulcrum using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF field inspection reports from Fulcrum data
Create DOCX compliance certificates when Fulcrum inspections are approved
Export updated XLSX spreadsheets from Fulcrum inspection records
Generate safety audit reports from Fulcrum to share with stakeholders
Create maintenance checklists in DOCX format from Fulcrum entries
Automatically produce environmental survey documents from Fulcrum data
Generate PDF quality control reports from Fulcrum inspections
Create XLSX tracking sheets for inspection results recorded in Fulcrum
Export property inspection reports from Fulcrum into PDF format
Automatically generate health and safety compliance documents from Fulcrum records
How you can use Fulcrum + Documentero
Inspection Report Generation
Automatically create a PDF inspection report in Documentero whenever a new inspection record is added in Fulcrum.
Compliance Certificate Creation
Generate a compliance certificate in DOCX format when a record in Fulcrum is marked as completed.
Updated Summary Sheets
Produce an updated XLSX summary file each time inspection data is modified in Fulcrum.
Deleted Record Log
Create a PDF log entry in Documentero whenever a record is deleted in Fulcrum for audit tracking.
Client Report Delivery
Send clients a professional report generated by Documentero as soon as a Fulcrum inspection is finalized.
Setup Guides
Zapier Tutorial: Integrate Fulcrum with Documentero
- Create a new Zap in Zapier.
- Add Fulcrum to the zap and choose one of the triggers (Watch Record Created, Watch Record Deleted, Watch Record Updated). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Fulcrum trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Fulcrum with Documentero
- Create a new scenario in Make.
- Add Fulcrum to the scenario and choose one of the triggers (Watch Record Created, Watch Record Deleted, Watch Record Updated). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Fulcrum trigger.
- Run or schedule your scenario and verify the output.
