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How to Use Integrations with Beamer

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Mariano Xerez.

June 18, 2018

Want to integrate your favorite tools with Beamer? In this tutorial you’ll learn how to use Zapier to set up a integrations between Beamer and +1000 of your favorite tools. Quick and easy. Let’s get started.

How to connect Beamer with other apps using Zapier:

Method 1 - Choose an existing integration

1. Click on Integrations.

Beamer integrations feature

2. Browse the list of existing Zapier integrations. If you see one you like click Use this Zap. A new tab will be opened

Beamer integration with Zapier

3. Follow the instructions to Create this Zap. If you don’t have a Zapier account already you will need to create one (ps. it’s free)

Beamer plus Zapier example

4. In this example we are creating a Zap to automatically tweet your new Beamer posts. So the first step is to define the trigger in Beamer.

Note: you can also create integrations where an event in a different app triggers an action in Beamer
Beamer Zapier example trigger

5. Next you need to connect your specific Beamer account to Zapier. Click Connect.

Beamer Zapier connection

6. Confirm the authorisation (oAuth) by clicking Allow access and filling the information requested by Zapier.

Beamer Zapier account access authorization

7. Click on “Test” to make sure your first account is correctly connected and then Save and Continue.

Beamer Zapier connection testing

8. Create a sample post in your Beamer account if you don’t already have one. Click Load in Samples.

Beamer Zapier sample selection

9. Select a sample and click Continue.

Beamer Zapier sample settings

10. Select the action you want to occur. It should already be preselected in this method. Click Continue.

Beamer Zapier action

11. Connect the other tool to Zapier. Follow the instructions. In this case Twitter asks you to logon and give permission to access.

Beamer connection with Twitter via Zapier
Twitter Zapier authorization

12. Once you have connected click Test and click Save and Continue.

Twitter Zapier connection

13. Follow the instructions on Zapier to customize your integration. In the case of Twitter you can decide what text to include and decide whether to shorten url’s. Click Continue.

Twitter Zapier settings

14. Send a test to make sure it’s working.

Zapier test tweet

15. If you’re happy with the results click Finish.

Zapier test confirmation

16. Now just make sure your Zap is Active. Hooray you’re done! Now you can Make another Zap or go to your dashboard to view your active integrations.

Zapier zap confirmation

Method 2 - Create your own Zap

If you don’t find an existing Zapier integration with your favorite tool and Beamer you can create one.

1.Logon to your Zapier account or create a new one

2. Click on Make a Zap.

Zapier zap creation

3. Choose your Trigger app and Action. For more details on how to create your own Zap check out this guide from Zapier.

Zapier trigger app selection

Thanks for checking out our guide to integrations with Beamer. Good luck and please let us know if you have any questions or feedback.

Mariano Xerez.

Lead Designer

Mariano is a multimedia designer and all-around nerd born in Chile but currently based in Buenos Aires, Argentina. He loves to write CSS, producing videos, playing RPGs, and designing book covers. SaaS marketer based in Vancouver, BC :bandera-ca:. She is passionate about transforming customers into champions and ridding the world of boring product updates.

This article is about Customer Engagement + customer feedback + Product Management + User Engagement + User Feedback

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“Beamer is the perfect tool for SaaS companies to engage users and reduce churn. Beamer has helped us achieve huge improvements in click through rates, reductions in churn and increased upselling.”

Benny Waelput

Go-to-Market Marketeer

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