Connect AskNicely and Fulcrum

Both apps 34AskNicely 11Fulcrum 23

• Trigger
  New Response

  Triggers when a customer answers an AskNicely survey with a score or comment.

• Action
  Add Person

  Adds a contact to AskNicely, or updates them if they already exist, without sending a survey.

• Action
  Deactivate Contact

  Sets a contact inactive so they get no more surveys; the contact is kept and can be re-added later.

• Action
  Delete Contact Personal Data

  Permanently deletes a contact's personal data for a GDPR request and blocklists them from future surveys.

• Action
  Get Contact

  Finds a contact by email address, or by another field such as id or a custom property.

• Action
  Get Daily Statistics

  Returns historical survey statistics (sent, opened, responded, NPS) for a year, month or day, optionally for one segment.

• Action
  Get NPS Score

  Returns your Net Promoter Score calculated over the last N days.

• Action
  Get Sent Statistics

  Returns how many surveys were sent, delivered, opened and answered over the last N days, with promoter/passive/detractor counts.

• Action
  List Responses

  Returns survey responses (score, comment, contact) received since a given time, a page at a time.

• Action
  List Unsubscribed Contacts

  Returns the contacts who unsubscribed from your AskNicely surveys, a page at a time.

• Action
  Send Survey

  Adds or updates a contact and sends them a survey, following your AskNicely contact rules.

• Trigger
  Record Created

  Triggers when a new record is created in Fulcrum.

• Trigger
  Record Updated

  Triggers when a record is created or updated in Fulcrum.

• Action
  Add form

  Creates a new form (app) in Fulcrum with the fields, status options and settings you provide.

• Action
  Delete project

  Deletes a project from your Fulcrum account.

• Action
  Delete Record

  Deletes a Fulcrum record.

• Action
  Download PDF Report

  Downloads the PDF file of a generated Fulcrum report.

• Action
  Find Record

  Returns one Fulcrum record by its ID, with its field values and location.

• Action
  Find Records

  Returns Fulcrum records, optionally filtered by form, project and created or updated time.

• Action
  Generate PDF Report

  Generates a PDF report for a Fulcrum record, optionally from a report template.

• Action
  Get Form

  Returns one Fulcrum form (app) with its fields.

• Action
  Get Project

  Returns one Fulcrum project by its ID.

• Action
  List Forms

  Returns the forms (apps) in your Fulcrum organization.

• Action
  List memberships

  Returns the members of your Fulcrum organization, optionally limited to a form, project or layer.

• Action
  List photos

  Returns metadata for photos in your Fulcrum account, optionally limited to one record or app.

• Action
  List Projects

  Returns the projects in your Fulcrum organization.

• Action
  List record history

  Returns every saved version of a Fulcrum record, with who made each change and when.

• Action
  Project Create

  Creates a new Fulcrum project.

• Action
  Query Records

  Runs a SQL query against your organization's Fulcrum data and returns the rows.

• Action
  Record Create

  Creates a new record in a Fulcrum form.

• Action
  Record Update

  Replaces a Fulcrum record with the values given; fields not sent are cleared.

• Action
  Update form

  Updates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.

• Action
  Update project

  Updates the name and description of an existing Fulcrum project and returns the updated project.

• Action
  Update Record (Partial)

  Updates only the given fields of a Fulcrum record and leaves the rest unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.