STEP 1
Connect Beamery and Sapling
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 Sapling Integration
Build hr workflows between Beamery and Sapling 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Beamery and Sapling
Detailed info you need to know about Beamery and Sapling integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Beamery to Sapling
Set up your Beamery and Sapling integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Beamery and Sapling 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 Sapling. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Beamery and Sapling work in WEXTL?
WEXTL exposes actions and triggers for Beamery and Sapling 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 triggersSapling 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.
Sapling modules
- Accept an Edit SuggestionRecords that an edit suggestion from Sapling AI was accepted to improve future suggestions.
- Accept CompletionRecords that an autocomplete suggestion from Sapling AI was accepted so the system can improve future predictions.
- Add a Dictionary EntryAdds a word to the Sapling AI custom dictionary so it is ignored during grammar and spell checking.
- Add a Team Dictionary EntryAdds a custom term to a Sapling team's dictionary so that it is ignored by grammar and spell-checking suggestions for all team members.
- Add a Team UserAdds or invites one or more users to a Sapling team.
- Analyze SentimentAnalyzes the sentiment of text using Sapling AI and returns overall sentiment as well as sentence-level sentiment scores.
- Analyze Text StatisticsComputes text statistics such as word count, sentence count, reading time, and readability scores using Sapling AI.
- Bulk Remove Team UsersRemoves multiple users from a Sapling team by providing a list of email addresses.
- Check GrammarChecks text for grammar, spelling, and stylistic issues using Sapling AI.
- Check SpellingChecks text for spelling mistakes and suggests corrections using Sapling AI.
- Chunk HTMLExtracts text from HTML and splits it into smaller chunks using Sapling AI.
- Chunk TextSplits text into smaller chunks based on a maximum length using Sapling AI.
- Create a Custom FilterCreates a custom filter rule in Sapling AI to suppress specific edit suggestions.
- Create a Custom MappingCreates a custom mapping rule in Sapling AI to enforce specific text replacements or capitalization.
- Create a Semantic Search EntryCreates a document entry in Sapling AI’s semantic search index.
- Create a TeamCreates a new team within a Sapling organization.
- Create a Team Custom FilterCreates a custom filter rule for a Sapling team to suppress specific edit suggestions.
- Create a Team Custom MappingCreates a custom mapping rule for a Sapling team to enforce specific corrections or capitalization across all team members.
- Create a UserCreates a new Sapling user account. This action requires superuser privileges and allows administrators to provision accounts directly through the API.
- Delete a Custom FilterDeletes a custom filter rule from Sapling AI.
- Delete a Dictionary EntryDeletes a word from the Sapling AI custom dictionary.
- Delete a Semantic Search EntryDeletes a document entry from Sapling AI’s semantic search index.
- Delete a TeamDeletes a team from a Sapling organization.
- Delete a Team Custom FilterDeletes a custom filter rule from a Sapling team.
- Delete a Team Custom MappingDeletes a custom mapping rule from a Sapling team.
- Delete a Team Dictionary EntryDeletes a custom term from a Sapling team's dictionary.
- Delete a Team UserRemoves a user from a Sapling team using the team user ID.
- Delete a Team User InviteDeletes an outstanding invitation for a user to join a Sapling team.
- Delete a UserDeletes a user account from the Sapling deployment.
- Delete Custom MappingDeletes a custom mapping rule from Sapling AI.
- Detect AI-Generated TextAnalyzes text using Sapling AI to estimate the probability that it was generated by an AI model. Returns overall probability, sentence-level scores, and token-level probabilities.
- Detect ProfanityChecks text for profanity and returns a label for each detected token using Sapling AI.
- Detect ToneAnalyzes the emotional tone of text using Sapling AI and returns overall tone probabilities as well as tone predictions for each sentence.
- Evaluate Text QualityComputes a quality score for text using Sapling AI. The score reflects how grammatically natural and unsurprising the text appears to the model.
- Extract Text from a DOCXExtracts plain text from a DOCX document using Sapling AI.
- Extract Text from TextExtracts plain text from a PDF document using Sapling AI.
- Find Similar TermsFinds semantically similar words and synonyms for a given term using Sapling AI.
- Generate a Text CompletionGenerates a text completion based on the provided context using Sapling AI.
- Generate Alternative Phrasings of TextGenerates alternative phrasings of text using Sapling AI.
- Get API Endpoint UsageRetrieves API usage statistics grouped by endpoint over a specified time period.
- Get API Quota UsageRetrieves API quota and usage statistics for a specified time period.
- Get API User ActivityRetrieves user activity statistics for Sapling API usage over a specified time period.
- Get Organization UsageRetrieves usage statistics for teams within a Sapling organization.
- Get Team UsersRetrieves users and pending invitations for a Sapling team.
- Get User CountsRetrieves the total number of users in the Sapling deployment and the number of users currently assigned to teams. Requires superuser privileges.
- List Custom FiltersLists custom filter rules configured in Sapling AI.
- List Custom MappingsLists custom mapping rules configured in Sapling AI.
- List Dictionary EntriesLists custom dictionary entries configured in Sapling AI.
- List Document ReportingRetrieves document-level editing activity statistics for a Sapling team.
- List Non-team UsersRetrieves users in the Sapling deployment who are not currently associated with any team.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Beamery and Sapling 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 Sapling.
Connect your Beamery and Sapling 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 "Accept an Edit Suggestion" in Sapling. Beamery has 3 triggers (including Watch Contacts, Watch Notes, and Watch Vacancies); Sapling has 64 actions (including Accept an Edit Suggestion, Accept Completion, and Add a Dictionary Entry). 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-Sapling 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 Sapling) 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 + Sapling 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 Sapling integration.
- Beamery and Sapling integration source code, module specs and credentials implementation.
- Our Beamery and Sapling integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Beamery and Sapling — 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
- Sapling integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library