Integrate Fulcrum with LiveAgent
Send information between Fulcrum and LiveAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a ticket in LiveAgent when a form is submitted in Fulcrum
Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will create a fresh ticket in LiveAgent upon receiving a new form submission in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new ticket in LiveAgent.
Generate a ticket in LiveAgent when a form is submitted in Fulcrum
Fulcrum + LiveAgent
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Supported triggers and actions
Integrate Fulcrum and LiveAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
Company created
Triggers when a new company is created
Ticket created
Triggers when a new ticket is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Add contact to group
Adds a contact to the selected group
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Remove contact from group
Removes a contact from the selected group
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
What is Fulcrum?
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What is LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
