IntegrationsCrystal Ballfulcrum
Crystal Ball + fulcrum

Connect Crystal Ball and fulcrum to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

fulcrum

Automatically do this!

Enable Integrations or automations with these events of Crystal Ball and fulcrum

Enable Integrations or automations with these events of Crystal Ball and fulcrum

Actions

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Request a new Action for Crystal Ball

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Frequently Asked Questions

How do I start an integration between Crystal Ball and fulcrum?

To start, connect both your Crystal Ball and fulcrum accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in fulcrum (or vice versa).

Can we customize how data from Crystal Ball is recorded in fulcrum?

Absolutely. You can customize how Crystal Ball data is recorded in fulcrum. This includes choosing which data fields go into which fields of fulcrum, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and fulcrum?

The data sync between Crystal Ball and fulcrum typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to fulcrum?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and fulcrum?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and fulcrum. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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fulcrum

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.

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