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
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.
Go the Beacon page on Zapier's website
Create a new Zap, and choose Beacon in one of your actions.
When prompted to connect with Zapier, enter your API key and Account ID in the form
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: