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Easy Team Collaboration: Integrating Moxtra With Fulcrum

July 31, 2015

Does your company depend on email for team communication, collaboration and/or project management? Do you find email frustrating to keep up with? Do you wish your team could use something easy, faster, and more efficient?

There are a number of messaging apps that are emerging as an effective way to communicate and collaborate with co-workers. Tasks, such as scheduling meeting times, reviewing documents, signing contracts, reviewing social media posts, observing data collection in the field, etc, are more transparent with Moxtra. Moxtra is a cloud collaboration service that lets people work the way they want to – on the go or at their desks, in real-time or any time. You can view their product tour for more insight.

The best part about Moxtra is that it offers Fulcrum integration! You can monitor field collections as they sync from your mobile workforce and discuss the findings from the field in real-time. Thus, by combining Fulcrum’s capabilities with Moxtra, you can keep the whole company notified about the status of your mobile record collection.

Setup Instructions

In Moxtra:

Step 1

Click on the Integrations menu on the left navigation. Search for Fulcrum and click on the Add button next to it.

Moxtra Set up step 1

Step 2

Choose a Moxtra binder to post Fulcrum notifications. Or create a new binder. Choose if you want the notifications to be posted as a Chat, Page or a To-do. Provide a Description.

Moxtra Setup Step 2

Press the Create Integration button when you are done.

Step 3

You will be given a Webhook URL to use within Fulcrum. Copy this URL so that you can use it in a later step.

Moxtra Setup Step 3

In Fulcrum:

Note: A member must have a role with the Change Organization Profile permission to manage webhooks.

Step 1

From the Fulcrum dashboard, click on the gear icon in the upper right corner of the page. Click Settings. If you want to change the organization, click the name of the organization from the left menu.

Fulcrum Setup Step 1

Step 2

On the Settings page, select the API Webhooks from the left navigation.

Fulcrum Setup Step 2

Step 3

Click on Add Webhook.

Fulcrum Setup Step 3

Step 4

Fill out the Name of the Webhook as Moxtra. Add the Moxtra URL in the URL box. Ensure that the Active? box is checked.

Fulcrum Setup Step 4

Press Save Webhook when you are done.

Step 5

Congratulations! Integrating Moxtra with your Fulcrum account is complete. When there is any mobile data recorded, you will be notified in your Moxtra binder.

Fulcrum Setup Step 5