To authorize requests between Beamer and Opportunities API, generate an API key or set up OAuth credentials in your GHL account and configure those credentials in Beamer.
Grant Beamer access to your Opportunities data by selecting the required scopes and saving the connection settings within your GHL account.
GET /opportunities/search; GET /opportunities/:id; GET /opportunities/pipelines; POST /opportunities; PUT /opportunities/:id; PUT /opportunities/:id/status; DELETE /opportunities/:id
Trigger: when a Beamer activity creates or updates a deal, Beamer creates or updates the corresponding opportunity in Opportunities API.
Actions: POST to /opportunities to create, PUT to /opportunities/:id to update, and GET /opportunities/:id to verify the change.
Method path examples: POST /opportunities and PUT /opportunities/:id/status to adjust the opportunity status.
Key field mappings: id, name, status, pipeline_id, stage, close_date, owner_id
Trigger: when pipeline details change in Opportunities API, update the related Beamer record.
Actions: GET /opportunities/pipelines, PUT /opportunities/:id/status, and update Beamer fields accordingly.
Method path: GET /opportunities/pipelines and PUT /opportunities/:id/status
Key fields: pipeline_id, status, stage, last_modified
Trigger: nightly export of opportunities data to Beamer for dashboards and reporting.
Actions: GET /opportunities, POST /opportunities to add data, and export endpoints or webhooks for reporting.
Method path: GET /opportunities and GET /opportunities/:id for audits.
Key fields: id, created_at, updated_at, last_modified
No-code automation lets Beamer present Opportunities data in your dashboards and workflows in minutes.
Drag-and-drop automations remove the need for custom code while keeping data in sync.
Centralized data reduces manual entry and improves forecasting across the sales team.
This section covers the core elements and processes used to connect Beamer and Opportunities API: endpoints, authentication, triggers, actions, and data mappings.
API stands for Application Programming Interface. It enables Beamer to access Opportunities data securely.
An endpoint is a specific URL path in the API used to perform a function such as retrieving opportunities or updating a record.
Authentication verifies that Beamer and the API can communicate securely, typically using API keys or OAuth.
A trigger is an event that starts an automation, such as a new opportunity being created or updated.
When Beamer triggers a deal-worthy event, automatically create a matching opportunity in Opportunities API.
Enhance Beamer records with pipeline, stage, and value from Opportunities.
Use nightly sync to populate Beamer dashboards with updated opportunity metrics.
In Beamer, enter your Opportunities API credentials and test the connection to ensure authorization.
Create field mappings for id, name, stage, pipeline, and status between Beamer and Opportunities.
Set up triggers and actions to automate data flow and keep Beamer and Opportunities in sync.
No advanced coding is required. Use Beamer’s visual workflow builder and the built-in actions to connect to Opportunities API endpoints. If you need more complex logic, you can use filters, conditions, and multi-step automations without writing code.
The number of calls depends on your plan and rate limits. Some endpoints support bulk operations to reduce round trips. If you exceed limits, you can bundle requests or schedule automation runs to stay within quotas.
Yes, you can backfill historical opportunities by importing data or sending past conversions through the API. Plan a phased rollout to avoid data gaps and verify mappings first.
Default mappings typically include id, name, status, pipeline_id, stage, value, close_date, and owner. You can customize mappings to fit your workflow in the integration settings.
Yes. All transfers use HTTPS with token-based authentication. Depending on your setup, you may use API keys or OAuth. Never share credentials and rotate them regularly.
Yes. Triggers can be customized for events like create, update, or move to a new stage. Use conditions to run automations only when criteria are met.
Beamer provides logs in the Integrations area and Opportunities API dashboards. You can export logs or enable email alerts for failures to keep your team informed.
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Complete Operations Catalog - 126 Actions & Triggers
