STEP 1
Connect Beamery and Officient
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 Officient Integration
Connect Beamery and Officient to automate hr workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Beamery and Officient
Detailed info you need to know about Beamery and Officient integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Beamery to Officient
Set up your Beamery and Officient integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Beamery and Officient 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 Officient. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Beamery and Officient work in WEXTL?
WEXTL exposes actions and triggers for Beamery and Officient 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 triggersOfficient 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.
Officient modules
- Add a DocumentAdds a document to the specified service.
- Add a PersonAdds a person to the system.
- Add a TeamAdds a team to the specified service.
- Add a VehicleAdds a vehicle to the specified platform or system.
- Add an AssetCreates a new asset in the system.
- Add an ExpenseAdds a new expense to the specified account.
- Add an Expense CategoryAdds a new expense category to the list of categories.
- Bulk Update Work DaysUpdates multiple work days for employees in a batch.
- Create a Calendar EventCreates a new calendar event with specified details.
- Delete a Calendar EventDeletes a calendar event specified by the user.
- Delete a DocumentDeletes a document from the specified service.
- Delete an AssetDeletes an asset from the service.
- Delete an ExpenseDeletes a specified expense from the system.
- Delete an Expense CategoryDeletes an expense category based on the provided expense category detail.
- Download a DocumentRetrieves a document from the service for download.
- Get a Calendar by DayRetrieves a calendar for a specified day.
- Get a Calendar YearRetrieves the calendar year value from a given date or context.
- Get a Person's ManagerRetrieves the manager information for a specific person.
- Get a Self-Service Invite LinkRetrieves a self-service invite link for inviting new users.
- Get a Vehicle by PlateRetrieves a vehicle's information using its plate number.
- Get a Verzuim YearRetrieves verzuim year data from the service.
- Get Asset DetailRetrieves details of a specific asset.
- Get Calendar by MonthRetrieves calendar information for a specific month.
- Get Change HistoryRetrieves the change history for a particular entity.
- Get Expense Category DetailRetrieves the details of an expense category.
- Get Expense DetailRetrieves the details of a specific expense.
- Get Person Custom FieldsRetrieves custom fields for a specified person.
- Get Person DetailRetrieves details of a specific person.
- Get Vehicle DetailRetrieves the details of a specific vehicle.
- List AssetsRetrieves and lists all available assets from the service.
- List Custom FieldsRetrieves a list of custom fields from the service.
- List DocumentsRetrieves a list of documents from the service.
- List Expense CategoriesRetrieves a list of expense categories.
- List Expenses by MonthRetrieves a list of expenses categorized by month.
- List Expenses for YearRetrieves a list of expenses for a specified year.
- List FleetRetrieves a list of all vehicles in the fleet.
- List PeopleRetrieves a list of people from the service.
- List TeamsRetrieves a list of teams from the service.
- Lock a CalendarLocks a calendar to prevent any further modifications.
- Make an API CallPerforms an arbitrary authorized API call.
- Reset Work DayResets the work day to its default settings.
- Search PeopleRetrieves information about people based on specified criteria.
- Set Calendar EventsCreates or updates calendar events based on provided information.
- Set Payout MethodSets the payout method for transactions.
- Update a Custom FieldUpdates a custom field for a specific entity.
- Update a Person's ManagerUpdates the manager of a specific person in the service.
- Update a TeamUpdates details of a specified team.
- Update an AssetUpdates details of a specific asset.
- Update an Expense Category NameUpdates the name of an expense category in a financial management system.
- Update ExpensesUpdates expenses in the system.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Beamery and Officient 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 Officient.
Connect your Beamery and Officient 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 "Add a Document" in Officient. Beamery has 3 triggers (including Watch Contacts, Watch Notes, and Watch Vacancies); Officient has 53 actions (including Add a Document, Add a Person, and Add a Team). 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-Officient 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 Officient) 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 + Officient 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 Officient integration.
- Beamery and Officient integration source code, module specs and credentials implementation.
- Our Beamery and Officient integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Beamery and Officient — 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
- Officient integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library