Integrate beatandraise with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Cin7 Core when New Filing in Beatandraise
Update Customer in Cin7 Core when New Filing in Beatandraise
Find Products in Cin7 Core when New Filing in Beatandraise
Create Purchase Order in Cin7 Core when New Filing in Beatandraise
List Purchases from Cin7 Core when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Create Customer in Cin7 Core when New Filing in Beatandraise
Use this flowUpdate Customer in Cin7 Core when New Filing in Beatandraise
Use this flowFind Products in Cin7 Core when New Filing in Beatandraise
Use this flowCreate Purchase Order in Cin7 Core when New Filing in Beatandraise
Use this flowList Purchases from Cin7 Core when New Filing in Beatandraise
Use this flowAdd Supplier to Cin7 Core when New Filing in Beatandraise
Use this flowUpdate Supplier in Cin7 Core when New Filing in Beatandraise
Use this flowCreate Lead in Cin7 Core when New Filing in Beatandraise
Use this flowFind Sales in Cin7 Core when New Filing in Beatandraise
Use this flowCreate Customer in Cin7 Core when New Insider Transaction in Beatandraise
Use this flowEverything you can automate between beatandraise and Cin7 Core.
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 the workflow automatically whenever a new sale is created in Cin7 Core.
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
Runs the workflow automatically whenever any product's available stock level changes in the account.
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 moreCin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Cin7 Core 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 Cin7 Core 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 Cin7 Core. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Cin7 Core, and a separate workflow where Cin7 Core 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 Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.