Zapier integration
Automate manual data entry tasks - easily build workflows that connect Beacon to apps supported by Zapier
Updated over a week ago

Zapier is a simple workflow and automation platform for non-developers, with support for products like Eventbrite, Google Sheets, and Asana.

With Zapier, you can easily build workflows that connect Beacon to the 3,000+ apps supported by Zapier - allowing you to automate many of your manual data entry tasks.

Connecting Zapier to Beacon

  1. To connect Zapier to Beacon, you'll need an API key. To get a key, reach out to us on Beacon support and we'll create one for your account.

  2. Go the Beacon page on Zapier's website

    Screen Shot 2018-08-30 at 11.21.34

  3. Create a new Zap, and choose Beacon in one of your actions.

  4. When prompted to connect with Zapier, enter your API key and Account ID in the form

    Screen Shot 2018-08-30 at 11.24.49

  5. That's it!

Using Beacon in your Zaps

The Beacon app for Zapier currently supports the ability to:

  • Create records of any kind (people, payments, etc)

  • Update a record given its 'Record ID'

  • Search for a record (e.g. find person by email)

Note: We don't currently have any Zapier triggers from Beacon, only actions in Beacon when triggered by another app. If you have a particular use-case that you'd use Beacon triggers for, let us know as we'd love to hear about it!

Frequently Asked Questions

Can I attach files to records in Beacon using Zapier?

No. Beacon's API does not have a method of attaching files to records in Beacon and therefore it is not possible through Zapier either. You can attach files to records in Beacon in the following ways:

Did this answer your question?