Integrate beatandraise with EARLY to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
EARLY
Automatically do this!
List all Folders
Create a Folder
Update a folder
Delete a Folder
Create Tag
Create Activity
List all Activities
Update Activity
Delete Activity
Get All Tags and Mentions
Update Tag
Delete Tag
Create Mention
Update Mention
Delete Mention
List all Folders in Early when New Filing in Beatandraise
Use this flowCreate a Folder in Early when New Filing in Beatandraise
Use this flowUpdate a folder in Early when New Filing in Beatandraise
Use this flowDelete a Folder in Early when New Filing in Beatandraise
Use this flowCreate Tag in EARLY when New Filing in Beatandraise
Use this flowCreate Activity in EARLY when New Filing in Beatandraise
Use this flowList all Activities in Early when New Filing in Beatandraise
Use this flowUpdate Activity in Early when New Filing in Beatandraise
Use this flowDelete Activity in Early when New Filing in Beatandraise
Use this flowGet All Tags and Mentions in Early when New Filing in Beatandraise
Use this flowEverything you can automate between beatandraise and EARLY.
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 an activity is created.
Triggers when an activity is deleted.
Triggers when an activity is updated.
Triggers when a folder is created.
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 moreEARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and EARLY 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 EARLY 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 EARLY. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in EARLY, and a separate workflow where EARLY 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 EARLY. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and EARLY integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.