Fulcrum + StackGo

Fulcrum at the intake step of a compliance workflow.

Fulcrum publishes 3 trigger events and 6 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Forms & scheduling Tool in workflow Not connected yet

Also listed under Client onboarding

What Fulcrum is

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.

Description supplied by Fulcrum.

Where it sits

Fulcrum at the intake step

What StackGo can write into Fulcrum

By default, the outcome, the status and a link to the result. These are the fields StackGo can write on the systems it connects to today; a Fulcrum connector would offer the same.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.

How it lands in Fulcrum
  • Record Create
  • Update Record (Partial)
  • Record Update

Fulcrum's own write operations. The result goes onto the record you already work in.

Everything else Fulcrum publishes

Fulcrum’s public integration surface

The rest of what Fulcrum exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

3 events
  • Record Created
  • Record Deleted
  • Record Updated
3 more actions
  • Project Create
  • Generate PDF Report
  • Download PDF Report

Names are Fulcrum’s own, read from its public Zapier listing on 23 October 2026.

Questions

Common questions about Fulcrum

What is Fulcrum software used for?

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.

What is a Fulcrum used for?

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.

What is a fulcrum for insurance?

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.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

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