STEP 1
Connect Beamery and Lattice
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Beamery and Lattice Integration
Build hr workflows between Beamery and Lattice on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Beamery and Lattice
Detailed info you need to know about Beamery and Lattice integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Beamery to Lattice
Set up your Beamery and Lattice integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Beamery and Lattice nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Beamery and Lattice. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Beamery and Lattice work in WEXTL?
WEXTL exposes actions and triggers for Beamery and Lattice that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Beamery triggersLattice actions
Beamery modules
- Cancel an Attract EventCancels an attract event in the system.
- Create a ContactCreates a new contact in the system.
- Create a NoteCreates a note in the specified application or service.
- Create a UserCreates a User.
- Create a VacancyCreates a vacancy in the system.
- Create an Attract EventCreates an attract event with specific parameters.
- Delete a ContactDeletes a contact from the database.
- Delete a Contact AttachmentDeletes an attachment from a contact.
- Delete a NoteDeletes a note from the service.
- Delete a UserPermanently deletes a User.
- Delete a VacancyDeletes a vacancy from the system.
- Delete an Attract EventDeletes an attract event from the service.
- Get a ContactRetrieves the details of a specific contact.
- Get a NoteRetrieves a note from the service.
- Get a UserGets a Beamery user by their user ID.
- Get a VacancyRetrieves details of a specific vacancy using the vacancy ID.
- Get an Attract EventRetrieves details of a specific attract event.
- List Contact AttachmentsRetrieves a list of contact Attachments.
- List ContactsRetrieves a list of contacts.
- List NotesRetrieves a list of notes.
- List UsersRetrieves a list of users.
- List VacanciesRetrieves a list of vacancies.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Attract EventsSearches for attract events based on specified criteria.
- Update a ContactUpdates a contact's information in the system.
- Update a NoteUpdates a Note with new field values.
- Update a UserUpdates a User with new field values.
- Update a VacancyUpdates a vacancy with new details or changes existing information in the system.
- Update an Attract EventUpdates an attract event with the specified details.
- Upload an AttachmentUploads an Attachment.
- Upload an Attachment via StreamUploads an attachment via a data stream.
- Watch ContactsTriggers when new contacts are added or updated.
- Watch NotesTriggers when a new note is created.
- Watch VacanciesTriggers when a new vacancy is posted.
Lattice modules
- Create a GoalCreates a new goal in the system.
- Create a Goal UpdateCreates an update for a goal.
- Get a CompetencyRetrieves a competency.
- Get a Custom AttributeRetrieves a custom attribute for an entity.
- Get a Custom Attribute ValueRetrieves a custom attribute value.
- Get a DepartmentRetrieves a department.
- Get a GoalRetrieves a goal.
- Get a QuestionRetrieves a question.
- Get a Question RevisionRetrieves a question revision.
- Get a Review CycleRetrieves a review cycle.
- Get a RevieweeRetrieves a reviewee from the service.
- Get a TagRetrieves a tag from the service.
- Get a TaskRetrieves a specific task from the service.
- Get a UserRetrieves a user from the service.
- Get an UpdateRetrieves an update from the service.
- Get DepartmentsRetrieves all departments.
- Get FeedbackRetrieves feedback from the service.
- Get FeedbacksRetrieves all feedback entries.
- Get Goal UpdatesRetrieves updates for a specific goal.
- Get Goal UpdatesRetrieves updates for a specific goal.
- Get GoalsRetrieves all goals.
- Get Review CyclesRetrieves all review cycles.
- Get Reviewee ReviewsRetrieves reviews for a reviewee.
- Get RevieweesRetrieves reviewees in a review cycle.
- Get ReviewsRetrieves reviews in a review cycle.
- Get TagsRetrieves all tags.
- Get UpdatesRetrieves all updates from the service.
- Get User Custom AttributesRetrieves custom attributes for a user.
- Get User Direct ReportsRetrieves direct reports for a user.
- Get User GoalsRetrieves goals for a user.
- Get User TasksRetrieves tasks for a user.
- Get UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a GoalUpdates a goal with new information or modifications.
- Watch DepartmentsTriggers when a new department is created or an existing department is updated.
- Watch FeedbacksTriggers when new feedback is received.
- Watch GoalsTriggers when a goal is created or updated.
- Watch Review CyclesTriggers when a new review cycle is initiated.
- Watch RevieweesTriggers when a new reviewee is added or an existing reviewee is updated.
- Watch ReviewsTriggers when a new review is created.
- Watch TagsTriggers when a new tag is added or an existing tag is modified.
- Watch UpdatesTriggers when an update is available.
- Watch UsersTriggers when a user is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Beamery and Lattice integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Beamery and Lattice.
Connect your Beamery and Lattice accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Beamery's "Watch Contacts" fires, WEXTL can "Create a Goal" in Lattice. Beamery has 3 triggers (including Watch Contacts, Watch Notes, and Watch Vacancies); Lattice has 34 actions (including Create a Goal, Create a Goal Update, and Get a Competency). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Beamery-to-Lattice automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Beamery (or Lattice) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Beamery + Lattice automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Beamery and Lattice integration.
- Beamery and Lattice integration source code, module specs and credentials implementation.
- Our Beamery and Lattice integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Beamery and Lattice — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Beamery integration information
- Lattice integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library