Connect beatandraise and Bland.ai
Integrate beatandraise with Bland.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prompt in Bland-ai when New Filing in Beatandraise
Create Pathway in Bland-ai when New Filing in Beatandraise
Get All Pathways Information in Bland-ai when New Filing in Beatandraise
Get Single Pathway Information in Bland-ai when New Filing in Beatandraise
Update Pathway in Bland-ai when New Filing in Beatandraise
Popular beatandraise + Bland.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
beatandraise
When this happens...
New Filing
New Insider Transaction
Choose an action
Bland.ai
Automatically do this!
Create Prompt
Create Pathway
Get All Pathways Information
Get Single Pathway Information
Update Pathway
Delete Pathway
Send Call using Pathways
Send Call With Task
Send Call
List Calls
Call Details
Create Pathway Chat
Create Folder
Get All Folders
Update Folder
Delete Folder
Move Pathway
Create a Knowledge Base
Create a Custom Tool
Update Custom Tool
Custom Tool Details
Create a Web Agent
Update Web Agent Settings
Delete Web Agent
List Web Agents
Create Prompt in Bland-ai when New Filing in Beatandraise
Use this flowCreate Pathway in Bland-ai when New Filing in Beatandraise
Use this flowGet All Pathways Information in Bland-ai when New Filing in Beatandraise
Use this flowGet Single Pathway Information in Bland-ai when New Filing in Beatandraise
Use this flowUpdate Pathway in Bland-ai when New Filing in Beatandraise
Use this flowDelete Pathway in Bland-ai when New Filing in Beatandraise
Use this flowSend Call using Pathways via Bland Pathways when New Filing in Beatandraise
Use this flowSend Call With Task in Bland-ai when New Filing in Beatandraise
Use this flowSend Call in Bland-ai when New Filing in Beatandraise
Use this flowList Calls in Bland-ai when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Bland.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
New Filing
Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.
New Insider Transaction
Runs daily when a new Form 4 insider transaction is filed for a chosen company.
Web Agent Created
Get web agent created within schedule time
Do thisActions
Action is the task that follows automatically within your beatandraise integrations.
Find Filings
Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.
Search Companies
Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.
Get Company
Get a company's names, tickers, industry code, fiscal year end and state of incorporation.
Get Filing
Get one SEC filing's details and every document, exhibit and file it contains.
Get Filing Item
Get the text of one Item of a 10-K, 10-Q or 8-K, such as Risk Factors or MD&A.
Search Filing Text
Search the full text of SEC filings since 2020 by keywords, form, company and year.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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About beatandraise
SEC EDGAR filings API: find companies and filings, read 10-K/10-Q/8-K items and financial statements, track insider trades and 13F holders.
Learn moreSimilar apps
About Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Bland.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between beatandraise and Bland.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bland.ai. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Bland.ai, and a separate workflow where Bland.ai triggers actions in beatandraise. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between beatandraise and Bland.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Bland.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
