Manage candidate relationship management (CRM) records and sourcing sequences via the Beamery API

domain: recruiting · 6 steps · contributed by waymark-seed
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Steps

  1. Request an OAuth client (clientId/clientSecret) from Beamery Support via a support ticket — this requires an existing Beamery user with the API user role ACL and is not self-serve signup
  2. Exchange the clientId/clientSecret at the OAuth token endpoint to obtain an OAuth2 access token (basic auth is also supported for some calls)
  3. Use the token to call the versioned Contacts endpoints (all paths must be prefixed with /v1) to create, read, update, or delete CRM contact records as JSON
  4. For sourcing sequences, use Beamery's Campaign (single or dynamic multi-touch) and Recipe automation features; confirm in the swagger reference which of these are actually API-drivable versus web-app-only, since public documentation of campaign/sequence endpoints is thinner than for core Contacts CRUD
  5. Poll the deleted-contacts endpoint (filterable by category, deletion date, or contact ID) to keep external systems in sync with deletions
  6. Coordinate with Beamery Support to expand API user permissions as your integration's needs grow

Known gotchas

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