Bkper Fulcrum

Bkper + Fulcrum Integrations, Built by an AI Agent

Put Bkper + Fulcrum to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Bkper and Fulcrum below — describe the exact one you want above and the Agent builds it on demand.

Bkper + Fulcrum When a transaction is checked in Bkper, update asset maintenance billing in Fulcrum. See details
Generate invoices from intake form responses When a customer submits an order form in Fulcrum, automatically create a detailed invoice in Bkper to streamline client billing. See details
Invite clients to satisfaction surveys after payment When a payment is received in Bkper, automatically add the customer as a respondent in Fulcrum to collect post-service feedback. See details
Sync customer profile changes from updated surveys When a respondent updates their feedback details in Fulcrum, automatically sync their revised contact information in Bkper. See details

Browse the full workflow library →

Looking to achieve something else with Bkper and Fulcrum?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Bkper and Fulcrum

Everything Bkper and Fulcrum can do inside a workflow — the triggers that start one and the actions that run when it fires.

Bkper Explore Bkper →

Bkper is a bookkeeping and financial management app built on cloud infrastructure that simplifies transaction logging and financial tracking.

Triggers
Transaction Checked

Triggers when a transaction is checked.

Transaction Posted

Triggers when a transaction is posted.

Actions
Create Transaction

Create a new draft transaction

Fulcrum Explore Fulcrum →

Fulcrum is a mobile data collection software that allows field teams to create custom digital forms and conduct site inspections.

Triggers
Record Created

Triggers when a new record is created.

Record Deleted

Triggers when a new record is deleted.

Record Updated

Triggers when a new record is updated.

Actions
Project Create

Creates a new project.

Record Create

Creates a new Record.

Update Record (Partial)

Partially update a record with only the fields you specify

Record Update

Update a new Record.

Generate PDF Report

Generate a PDF report for a record, optionally using a report template

Download PDF Report

Download the PDF file for a generated report

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Bkper + Fulcrum

Is there a pre-built Bkper + Fulcrum automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Bkper and Fulcrum's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Bkper or Fulcrum connector?

No. The Agent works whether or not Bkper or Fulcrum already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can order form submissions generate customer invoices?

Yes, completing a request or order form in Fulcrum can automatically generate a corresponding customer invoice in Bkper.

How can I survey customers after they pay an invoice?

When a payment is recorded in Bkper, you can automatically add the client as a survey respondent in Fulcrum to request feedback.

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