Integrate beatandraise with Assinafy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in Assinafy when New Filing in Beatandraise
List Workspaces in Assinafy when New Filing in Beatandraise
Delete Workspace in Assinafy when New Filing in Beatandraise
Delete Document from Assinafy when New Filing in Beatandraise
Get Workspace Theme from Assinafy when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Assinafy
Automatically do this!
Create Workspace
List Workspaces
Delete Workspace
Delete Document
Get Workspace Theme
Get Workspace Document KPIs
Update Workspace
Upload Document
Rename Document
List Document Tags
List Documents
Create Tags and Attach to Document
Create Document From Template
Create Signer
Create Tag
List Templates
List Signers
Create Workspace in Assinafy when New Filing in Beatandraise
Use this flowList Workspaces in Assinafy when New Filing in Beatandraise
Use this flowDelete Workspace in Assinafy when New Filing in Beatandraise
Use this flowDelete Document from Assinafy when New Filing in Beatandraise
Use this flowGet Workspace Theme from Assinafy when New Filing in Beatandraise
Use this flowGet Workspace Document KPIs from Assinafy when New Filing in Beatandraise
Use this flowUpdate Workspace in Assinafy when New Filing in Beatandraise
Use this flowUpload Document to Assinafy when New Filing in Beatandraise
Use this flowRename Document in Assinafy when New Filing in Beatandraise
Use this flowList Document Tags from Assinafy when New Filing in Beatandraise
Use this flowEverything you can automate between beatandraise and Assinafy.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.
Runs daily when a new Form 4 insider transaction is filed for a chosen company.
Runs when a new workspace is created within the configured polling interval.
Action is the task that follows automatically within your beatandraise integrations.
Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.
Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.
Get a company's names, tickers, industry code, fiscal year end and state of incorporation.
Get one SEC filing's details and every document, exhibit and file it contains.
Get the text of one Item of a 10-K, 10-Q or 8-K, such as Risk Factors or MD&A.
Search the full text of SEC filings since 2020 by keywords, form, company and year.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreAssinafy is a Brazilian electronic signature platform that enables businesses to send, sign, and manage legally valid digital documents online, with a free API for integrations.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Assinafy 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 Assinafy 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 Assinafy. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Assinafy, and a separate workflow where Assinafy 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 Assinafy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Assinafy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.