STEP 1
Connect Beamery and Planday
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 Planday Integration
Keep Beamery and Planday in sync by integrating their events and actions. When hr events happen in Beamery, update the Planday automatically - without any line of code in visual workflow builder.
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Learn about Beamery and Planday
Detailed info you need to know about Beamery and Planday integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Beamery to Planday
Set up your Beamery and Planday integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Beamery and Planday 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 Planday. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Beamery and Planday work in WEXTL?
WEXTL exposes actions and triggers for Beamery and Planday 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 triggersPlanday 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.
Planday modules
- Approve a ShiftApproves a shift for a specified employee or time period.
- Approve an Absence RequestApproves an absence request for a specific employee.
- Assign a ShiftAssigns a shift to a user or employee in the scheduling system.
- Change an Employee UsernameChanges an employee's username in the system.
- Create a Custom Property Attachment ValueCreates an attachment value for a custom property.
- Create a PositionCreates a new position within a specific department.
- Create a ShiftCreates a shift for employees.
- Create a SkillCreates a new skill in the system.
- Create a TransactionCreates a transaction in the service.
- Create an EmployeeAdds a new employee to the system.
- Create or Update a Daily BudgetCreates or updates a daily budget.
- Create RevenueCreates a revenue entry in the system.
- Deactivate an EmployeeDeactivates an employee's account or status within the system.
- Delete a Custom Property Attachment ValueDeletes the attachment value of a custom property.
- Delete a PositionDeletes a position from the database.
- Delete a RevenueDeletes a revenue record from the system.
- Delete a ShiftDeletes a shift from the system.
- Delete a SkillDeletes a skill from the specified profile.
- Deny an Absence RequestDenies an absence request for the specified employee.
- Get a Custom Property Attachment ValueRetrieves the attachment value of a custom field (image).
- Get a PositionRetrieves a position.
- Get a ShiftRetrieves a shift.
- Get Absence RequestsRetrieves absence requests.
- Get Account TransactionsRetrieves account transactions.
- Get an Absence Request DraftRetrieves an absence request draft from the service.
- Get an EmployeeRetrieves an employee.
- Get Available PositionsRetrieves available positions.
- Get Available ShiftsRetrieves available shifts.
- Get Break AccessRetrieves break access for a punch clock shift.
- Get BreaksRetrieves all breaks on a punch clock record.
- Get Daily BudgetsRetrieves daily budgets from a specified source.
- Get Employee ShiftsRetrieves employee shifts for today.
- Get EmployeesRetrieves a list of employees.
- Get PayrollsRetrieves payrolls from the service.
- Get RevenuesRetrieves revenue data from the system.
- Get Scheduling HistoryRetrieves scheduling history.
- Get SkillsRetrieves a list of skills.
- Invite an EmployeeInvites an employee to join the company or a specific platform.
- Make an API CallPerforms an arbitrary authorized API call.
- Reactivate an EmployeeReactivates an employee's status in the system.
- Reset an Employee PasswordResets an employee password to a new value.
- Start a BreakStarts a new break if none are ongoing.
- Stop a BreakStops the current ongoing break for a user.
- Submit an Absence RequestSubmits an absence request for a user or employee to indicate planned time off.
- Update a Custom Property Attachment ValueUpdates the attachment value for a custom property.
- Update a PositionUpdates a position record with new information in the system.
- Update a ShiftUpdates a shift with the provided details.
- Update a SkillUpdates a skill for a specific user.
- Update an EmployeeUpdates an employee's information in the system.
- Watch Absence RequestsTriggers when a new absence request is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Beamery and Planday 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 Planday.
Connect your Beamery and Planday 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 "Approve a Shift" in Planday. Beamery has 3 triggers (including Watch Contacts, Watch Notes, and Watch Vacancies); Planday has 49 actions (including Approve a Shift, Approve an Absence Request, and Assign a Shift). 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-Planday 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 Planday) 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 + Planday 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 Planday integration.
- Beamery and Planday integration source code, module specs and credentials implementation.
- Our Beamery and Planday integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Beamery and Planday — 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
- Planday integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library