Connect beatandraise and Bitrix24 CRM
Integrate beatandraise with Bitrix24 CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Filings in Beatandraise when Deal Trigger in Bitrix24 CRM
Search Companies in Beatandraise when Deal Trigger in Bitrix24 CRM
Get Company in Beatandraise when Deal Trigger in Bitrix24 CRM
Get Filing in Beatandraise when Deal Trigger in Bitrix24 CRM
Get Filing Item in Beatandraise when Deal Trigger in Bitrix24 CRM
Popular beatandraise + Bitrix24 CRM 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
Bitrix24 CRM
Automatically do this!
Deal Action
Deal Search
Lead Search
Contact Search
Quote Search
Company Search
Smart Process Search
Create Task
Update Task
Create Blogpost
Create Message
Company Action
Contact Action
Create Or Update Lead
Find Filings in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowSearch Companies in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowGet Company in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowGet Filing in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowGet Filing Item in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowSearch Filing Text in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowGet Financial Statements in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowGet Financial History in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowFind Insider Transactions in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowGet Institutional Holders in Beatandraise when Deal Trigger in Bitrix24 CRM
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Bitrix24 CRM.
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.
Deal Trigger
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Contact Trigger
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Company Trigger
Triggers when company is created, updated, deleted or any other actions perform on company.
Lead Trigger
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
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 Bitrix24 CRM
Bitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Bitrix24 CRM 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 Bitrix24 CRM 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 Bitrix24 CRM. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Bitrix24 CRM, and a separate workflow where Bitrix24 CRM 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 Bitrix24 CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Bitrix24 CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
