Forms & scheduling

Fulcrum + StackGo

Fulcrum at the intake step of a compliance workflow.

Fulcrum publishes 5 trigger events and 9 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

Named fields, not a link to a portal. These are the fields StackGo writes 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)

Every field is optional. What each one holds, and which carry personal data, is set out once 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.

5 events
  • New App
  • Record Created
  • Record Deleted
  • Record Updated
  • Report Templates
6 more actions
  • Project Create
  • Generate PDF Report
  • Download PDF Report
  • Query Records
  • Find Record
  • Find Records

Names are Fulcrum’s own, read from its public Zapier listing on 28 August 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.

Want Fulcrum connected?

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