Connect beatandraise and FreeAgent
Integrate beatandraise with FreeAgent to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular beatandraise + FreeAgent 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
FreeAgent
Automatically do this!
Create Task
Create Contact
Create User
Create a Project
Update a Task
Delete a Task
Update a Contact
Delete a Contact
Get a Contact
Update an User
Delete a User
Get a User
Update a Project
Delete a Project
Get a Project
Create Task in FreeAgent when New Filing in Beatandraise
Use this flowCreate Contact in FreeAgent when New Filing in Beatandraise
Use this flowCreate User in FreeAgent when New Filing in Beatandraise
Use this flowCreate a Project in FreeAgent when New Filing in Beatandraise
Use this flowUpdate a Task in FreeAgent when New Filing in Beatandraise
Use this flowDelete a Task in FreeAgent when New Filing in Beatandraise
Use this flowUpdate a Contact in FreeAgent when New Filing in Beatandraise
Use this flowDelete a Contact from FreeAgent when New Filing in Beatandraise
Use this flowGet a Contact from FreeAgent when New Filing in Beatandraise
Use this flowUpdate an User in FreeAgent when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and FreeAgent.
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 Contact
Triggers when you add a new contact.
New Invoice
Triggers when a new invoice is added or meets criterion.
New Task
Triggers when a new task is added.
New User
Triggers when a new user is added.
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 FreeAgent
FreeAgent is a comprehensive accounting software designed to simplify financial management for small businesses and freelancers. It offers features such as invoicing, expense tracking, project management, and tax forecasting, making it an ideal solution for managing business finances efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and FreeAgent 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 FreeAgent 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 FreeAgent. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in FreeAgent, and a separate workflow where FreeAgent 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 FreeAgent. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and FreeAgent integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
