Latest Updates

Enhancements & Fixes: Fixed an issue where the date picker would incorrectly change the selected date value when navigating between months Fixed an issue where PNG images with transparent backgrounds displayed incorrectly in large and thumbnail views after upload Fixed an issue where the app would stop responding after clicking “View Records” for certain applications AI Insights (beta) conversations now sort by most recent activity rather than last modified date, providing a more intuitive conversation list experience A major update to the Fulcrum Zapier connector (v3.0) is now available, which provides 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. Note: For more information on updates, including those to our Android and iOS apps, please check out our full changelog .

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 .

Enhancements & Fixes: Insights (Beta) is now live! Request early access and start exploring your data. Learn more here . Note: For more information on updates, including those to our Android and iOS apps, please check out our full changelog .