Integrate beatandraise with Campaign Monitor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Subscriber to Campaign Monitor when New Filing in Beatandraise
Unsubscribe from Campaign Monitor when New Filing in Beatandraise
Create Draft Campaign in Campaign Monitor when New Filing in Beatandraise
List Clients in Campaign-monitor when New Filing in Beatandraise
Get Billing Details from Campaign Monitor when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Campaign Monitor
Automatically do this!
Add Subscriber
Unsubscribe
Create Draft Campaign
List Clients
Get Billing Details
Update a Subscriber
Add Subscriber to Campaign Monitor when New Filing in Beatandraise
Use this flowUnsubscribe from Campaign Monitor when New Filing in Beatandraise
Use this flowCreate Draft Campaign in Campaign Monitor when New Filing in Beatandraise
Use this flowList Clients in Campaign-monitor when New Filing in Beatandraise
Use this flowGet Billing Details from Campaign Monitor when New Filing in Beatandraise
Use this flowUpdate a Subscriber in Campaign Monitor when New Filing in Beatandraise
Use this flowAdd Subscriber to Campaign Monitor when New Insider Transaction in Beatandraise
Use this flowUnsubscribe from Campaign Monitor when New Insider Transaction in Beatandraise
Use this flowCreate Draft Campaign in Campaign Monitor when New Insider Transaction in Beatandraise
Use this flowList Clients in Campaign-monitor when New Insider Transaction in Beatandraise
Use this flowEverything you can automate between beatandraise and Campaign Monitor.
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.
Triggers when a new subscriber is added to a designated list.
Triggers when a subscriber unsubscribes from a list.
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 moreCampaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Campaign Monitor 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 Campaign Monitor 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 Campaign Monitor. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Campaign Monitor, and a separate workflow where Campaign Monitor 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 Campaign Monitor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Campaign Monitor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.