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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Workflow Action" from Beacon.

Add your action

An action happens after the trigger—such as "Add Content to a Daily Note Page" in Roam Research.

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Zapier seamlessly connects Beacon and Roam Research, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect Beacon and Roam Research to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Workflow
  Required
Trigger
Instant
Try It
- Record type
  Required
- Record ID
  Required
Action
Write
- Email or ID
  Required
Action
Search
- Do you want to listen to references for a page or for a block?
  Required
- Which page or block to watch linked references for?
  Required
Trigger
Polling
Try It
- Content to add to page
  Required
- Which daily note to add to?
  Required
- Nest under a capture group?
Action
Write
- Content to add to page
  Required
- Which page to add to?
  Required
- Nest under a capture group?
Action
Write

- Record type
  Required
Action
Write
- Record type
  Required
Action
Search
- Record type
  Required
Action
Search or write
- Do you want to listen to references for a page or for a block?
  Required
- Which page or block to watch linked references for?
  Required
Trigger
Polling
Try It
- Content to add to page
  Required
- Uid of block to add content underneath
  Required
Action
Write
- Do you want to listen to references for a page or for a block?
  Required
- Which page or block to watch linked references for?
  Required
- (Advanced) Number of levels of children to fetch
Action
Search

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Roam Research

Roam Research is a note-taking tool for networked thought, optimized for finding, collecting, and connecting related ideas.

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Related categories

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