Connect Beamer and workbooks to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Beamer
Choose an Action
Automatically do this!
- Request a new Action for workbooks
Enable Integrations or automations with these events of Beamer and workbooks
Enable Integrations or automations with these events of Beamer and workbooks
Actions
Create Post
Create a new Post
Create Comment on Post
This action creates a new comment on a post.
React to Post
This action creates a new reaction on a post.
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Frequently Asked Questions
To start, connect both your Beamer and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Beamer triggers actions in workbooks (or vice versa).
Absolutely. You can customize how Beamer data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Beamer and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Beamer and workbooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Beamer
Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.
Learn MoreAbout workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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