STEP 1
Connect Beamery and Sona
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 Sona Integration
Build hr workflows between Beamery and Sona 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 Sona
Detailed info you need to know about Beamery and Sona integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Beamery to Sona
Set up your Beamery and Sona integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Beamery and Sona 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 Sona. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Beamery and Sona work in WEXTL?
WEXTL exposes actions and triggers for Beamery and Sona 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 triggersSona 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.
Sona modules
- Activate a UserActivates an individual user account.
- Amend an Absence PeriodAmends the period dates of an existing absence.
- Archive a Training CourseArchives a training course, taking it out of live use.
- Assign a ShiftAssigns an individual shift to an agency.
- Cancel a ShiftCancels an individual shift.
- Create a Custom Form EntryCreates a new custom form entry.
- Create a ShiftCreates a new shift.
- Create a Training CourseCreates a new training course.
- Create a UserCreates a new user.
- Create an AbsenceCreates a new absence.
- Create an Organization AttributeCreates a new attribute definition for the organisation.
- Deactivate a UserDeactivates an individual user account.
- Delete a Custom Form EntryDeletes an existing custom form entry.
- Delete an AbsenceDeletes an existing absence.
- Delete an Organization AttributeDeletes an attribute definition. Fails if the attribute is used by productivity rulesets. Cascades deletion to all org unit attribute overrides.
- Get a Custom Form EntryRetrieves an individual custom form entry.
- Get a JobRetrieves an individual job.
- Get a Leave RequestReturns an annual leave request by ID.
- Get a LevelRetrieves an individual level.
- Get a ShiftRetrieves an individual shift.
- Get a Training CourseRetrieves an individual training course.
- Get a UserRetrieves an individual user.
- Get an AbsenceRetrieves an individual absence.
- Get an Organization AttributeReturns a single attribute definition by ID.
- Get Latest Metric TimestampReturns the latest timestamp recorded for the specified metric.
- Get User LookupLooks up a user and their associated periods.
- List AbsencesLists all absences for the current organisation.
- List Annual Leave RequestsReturns a list of annual leave requests sorted by creation date.
- List Custom Form EntriesRetrieves a list of all custom form entries.
- List JobsRetrieves a list of all jobs.
- List LevelsRetrieves a list of all levels.
- List Organization AttributesReturns all attribute definitions for the authenticated organisation.
- List Public HolidaysRetrieves a list of public holidays.
- List ShiftsRetrieves a list of all shifts.
- List Training CoursesLists all training courses for the current organisation.
- List UsersRetrieves a list of all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Store Multiple Historical Metric ValuesStores historical metric values for multiple org units with a custom timestamp.
- Store Multiple Metric ValuesStores metric values for multiple org units in a single transaction.
- Store Single Historical Metric ValueStores a single historical metric value with a custom timestamp.
- Store Single Metric ValueStores the values of a given metric for specific times.
- Terminate a UserTerminates an individual user's employment.
- Unarchive a Training CourseUnarchives a training course, returning it to live use.
- Unassign a ShiftUnassigns an individual shift from an agency.
- Undo Terminate a UserUndoes the termination of an individual user's employment.
- Update a Custom Form EntryUpdates an existing custom form entry.
- Update a ShiftUpdates an individual shift.
- Update a Training CourseUpdates an existing training course.
- Update a UserUpdates an individual user.
- Update an AbsenceUpdates an existing absence.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Beamery and Sona 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 Sona.
Connect your Beamery and Sona 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 "Activate a User" in Sona. Beamery has 3 triggers (including Watch Contacts, Watch Notes, and Watch Vacancies); Sona has 52 actions (including Activate a User, Amend an Absence Period, and Archive a Training Course). 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-Sona 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 Sona) 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 + Sona 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 Sona integration.
- Beamery and Sona integration source code, module specs and credentials implementation.
- Our Beamery and Sona integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Beamery and Sona — 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
- Sona integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library