STEP 1
Connect Beamery and Tracker RMS
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 Tracker RMS Integration
Keep Beamery and Tracker RMS in sync by integrating their events and actions. When hr events happen in Beamery, update the Tracker RMS automatically - without any line of code in visual workflow builder.
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Learn about Beamery and Tracker RMS
Detailed info you need to know about Beamery and Tracker RMS integrations in WEXTL. Explore which modules apps support and how you connect them.
Tracker RMS
Recruitment CRM and applicant tracking for staffing firms. [6]
How to connect Beamery to Tracker RMS
Set up your Beamery and Tracker RMS integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Beamery and Tracker RMS 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 Tracker RMS. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Beamery and Tracker RMS work in WEXTL?
WEXTL exposes actions and triggers for Beamery and Tracker RMS 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 triggersTracker RMS 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.
Tracker RMS modules
- Add a Resource to an Opportunity's LonglistAdds a resource to an opportunity's longlist.
- Attach a Document to a Client RecordAttaches a document to a client record.
- Attach a Document to a Contact RecordAttaches a document to a contact record.
- Attach a Document to a Lead RecordAttaches a document to a lead record.
- Attach a Document to a Project RecordAttaches a document to a project record.
- Attach a Document to an Opportunity RecordAttaches a document to an opportunity record.
- Create a Client RecordCreates a new client record.
- Create a Contact RecordCreates a new contact record.
- Create a Lead RecordCreates a new lead record.
- Create a Project ActivityCreates a new project activity or task record.
- Create a Project RecordCreates a new project record in the system.
- Create a Project RecordCreates a new project record from an existing opportunity.
- Create a RecordCreates a new record in the system.
- Create an Opportunity RecordCreates a new opportunity record in the system.
- Create Records in BulkAdds multiple new records to the service at once.
- Delete a Client RecordDeletes a client record from the database.
- Delete a ContactDeletes a contact record.
- Delete a Lead RecordDeletes a lead record from the system.
- Delete a Project Activity RecordDeletes a project activity record.
- Delete a Project RecordDeletes a project record.
- Delete an OpportunityRemoves an opportunity record.
- Get a Client RecordRetrieves the specified client record.
- Get a Contact RecordRetrieves an existing contact record from the database.
- Get a LeadRetrieves the specified lead record.
- Get a Project Activity RecordRetrieves the specified project activity record.
- Get a Project RecordRetrieves the specified project record.
- Get a Timesheet EntryRetrieves the specified timesheet entry.
- Get a UserRetrieves the specified user record.
- Get an OpportunityRetrieves the specified opportunity record.
- Get Project Activities/TasksGets associated project activities/tasks for a specific project.
- Get Project Activity ResourcesRetrieves resources for a project activity.
- List Applicants for a JobLists all applicants for a job. Only matched resources will be returned.
- List Document FoldersLists all document folders for a client record.
- List Document FoldersLists all document folders for a project record.
- List Document Folders for a Contact RecordLists all document folders for a contact record.
- List Document Folders for a Lead RecordLists all document folders for a lead record.
- List Document Folders for an Opportunity RecordRetrieves document folders linked to an opportunity record.
- List Long-Listed CandidatesRetrieves long-listed candidates for a search.
- Make an API CallMakes an arbitrary API call.
- Paged Search OpportunitiesPerforms a paged search for opportunities.
- Remove a Resource from an Opportunity's LonglistRemoves a resource from an opportunity's longlist.
- Remove a Resource from an Opportunity's ShortlistRemoves a resource from an opportunity's shortlist.
- Search Client RecordsRuns a filtered search for client records.
- Search ClientsAllows searching for clients with pagination support.
- Search ContactsSearches for contacts with pagination support.
- Search ContactsRuns a filtered search for contact records.
- Search Custom Fields for Contact RecordsRuns a filtered search on contact custom fields.
- Search EntriesAllows searching through entries with pagination support, retrieving results across multiple pages.
- Search Entry RecordsRuns a filtered search for entry records.
- Search Lead RecordsRuns a filtered search for lead records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Beamery and Tracker RMS 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 Tracker RMS.
Connect your Beamery and Tracker RMS 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 Resource to an Opportunity's Longlist" in Tracker RMS. Beamery has 3 triggers (including Watch Contacts, Watch Notes, and Watch Vacancies); Tracker RMS has 63 actions (including Add a Resource to an Opportunity's Longlist, Attach a Document to a Client Record, and Attach a Document to a Contact Record). 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-Tracker RMS 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 Tracker RMS) 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 + Tracker RMS 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 Tracker RMS integration.
- Beamery and Tracker RMS integration source code, module specs and credentials implementation.
- Our Beamery and Tracker RMS integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Beamery and Tracker RMS — 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
- Tracker RMS integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library