Creating a Successful Fulcrum App

This document provides a step-by-step approach to assist you in creating a successful app using Fulcrum. Each step will guide you through utilizing various resources available on the platform, from training and support to technical documentation and app customization.

Step 1

Start by navigating to the Fulcrum Academy through the question mark icon. Here, you will find all the resources necessary to create a successful app.

Step 2

At the Fulcrum Academy, access training materials designed for you and your team. Learn how to create apps, manage team members, and handle data import and export effectively.

Step 3

Visit our support site to explore various resources. Enter any keywords to find step-by-step instructions on the desired topics. Additionally, you can provide feedback for our product team, search for or vote on ideas, which our team may consider for future roadmaps.

Step 4

For those with a technical background, explore our developer documentation to connect through the API. Access resources on data events for app automation and discover the custom app builder to customize your reports. When ready to create an app, visit the app gallery via the top link.

Step 5

To explore an app, select it from the app gallery.

Step 6

Proceed to add the selected app to your system.