Integrate beatandraise with FormRobin 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
FormRobin
Automatically do this!
List Forms
Get Form Details
Create Form
Update Form
Delete Form
List Form Submissions
List Forms from FormRobin when New Filing in Beatandraise
Use this flowGet Form Details from FormRobin when New Filing in Beatandraise
Use this flowCreate Form in FormRobin when New Filing in Beatandraise
Use this flowUpdate Form in FormRobin when New Filing in Beatandraise
Use this flowDelete Form in FormRobin when New Filing in Beatandraise
Use this flowList Form Submissions from FormRobin when New Filing in Beatandraise
Use this flowList Forms from FormRobin when New Insider Transaction in Beatandraise
Use this flowGet Form Details from FormRobin when New Insider Transaction in Beatandraise
Use this flowCreate Form in FormRobin when New Insider Transaction in Beatandraise
Use this flowUpdate Form in FormRobin when New Insider Transaction in Beatandraise
Use this flowEverything you can automate between beatandraise and FormRobin.
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.
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 moreFormRobin is a form backend service that helps developers collect, manage, and receive submissions from website forms without building a custom server-side form handler.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and FormRobin 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 FormRobin 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 FormRobin. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in FormRobin, and a separate workflow where FormRobin 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 FormRobin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and FormRobin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.