Integrate beatandraise with Google Sheets to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Filings in Beatandraise when Row Added Or Updated in Google Sheets
Search Companies in Beatandraise when Row Added Or Updated in Google Sheets
Get Company in Beatandraise when Row Added Or Updated in Google Sheets
Get Filing in Beatandraise when Row Added Or Updated in Google Sheets
Get Filing Item in Beatandraise when Row Added Or Updated in Google Sheets
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Google Sheets
Automatically do this!
Update Spreadsheet Row
List Rows in Sheet
Delete Rows
Add New Row to Sheet
Lookup Spreadsheet Rows
Copy Sheet To Spreadsheet
Add Multiple Rows
Create Subsheet
Create Sheet Column
Get Rows From Range
Create a Spreadsheet
Find Subsheet
Get Row Details
Clear Spreadsheet Row
Create Spreadsheet From Template
List Spreadsheets
List Spreadsheet Tabs
Batch Update Cell Values
Format Spreadsheet Row
Add Conditional Formatting Rule
Update Sheet Name
Update Multiple Rows
Permanently Delete Spreadsheet
Find Filings in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowSearch Companies in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowGet Company in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowGet Filing in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowGet Filing Item in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowSearch Filing Text in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowGet Financial Statements in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowGet Financial History in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowFind Insider Transactions in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowGet Institutional Holders in Beatandraise when Row Added Or Updated in Google Sheets
Use this flowEverything you can automate between beatandraise and Google Sheets.
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 when row added or updated
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate beatandraise and Google Sheets workflows.

Learn how to automate beatandraise and Google Sheets workflows.

Learn how to automate beatandraise and Google Sheets workflows.

Learn how to automate beatandraise and Google Sheets workflows.

Learn how to automate beatandraise and Google Sheets workflows.

Learn how to automate beatandraise and Google Sheets workflows.

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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 moreGoogle Sheets is a cloud-based spreadsheet application that lets users create, edit, share, and collaborate on spreadsheets in real time.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Google Sheets 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 Google Sheets 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 Google Sheets. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Google Sheets, and a separate workflow where Google Sheets 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 Google Sheets. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Google Sheets integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.