Connect beatandraise and Copper
Integrate beatandraise with Copper to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular beatandraise + Copper 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
Copper
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Create Project in Copper when New Filing in Beatandraise
Use this flowCreate Person in Copper when New Filing in Beatandraise
Use this flowUpdate Person in Copper when New Filing in Beatandraise
Use this flowCreate Company in Copper when New Filing in Beatandraise
Use this flowSearch Company in Copper when New Filing in Beatandraise
Use this flowSearch for a Project in Copper when New Filing in Beatandraise
Use this flowSearch for a Opportunity in Copper when New Filing in Beatandraise
Use this flowSearch for a Person in Copper when New Filing in Beatandraise
Use this flowSearch for a Lead in Copper when New Filing in Beatandraise
Use this flowSearch for a Company [or create] in Copper when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Copper.
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.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
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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AI will build it for you
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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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 Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Copper 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 Copper 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 Copper. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Copper, and a separate workflow where Copper 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 Copper. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Copper integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
