Connect beatandraise and Jobber
Integrate beatandraise with Jobber to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Jobber when New Filing in Beatandraise
Get Clients from Jobber when New Filing in Beatandraise
Create Request in Jobber when New Filing in Beatandraise
Create Client in Jobber when New Insider Transaction in Beatandraise
Get Clients from Jobber when New Insider Transaction in Beatandraise
Popular beatandraise + Jobber 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
Jobber
Automatically do this!
Create Job
Get Jobs
Create Client
Get Clients
Create Quote
Get Quotes
Create Invoice
Get Invoices
Edit Job
Create Request
Get Products
Create Client in Jobber when New Filing in Beatandraise
Use this flowGet Clients from Jobber when New Filing in Beatandraise
Use this flowCreate Request in Jobber when New Filing in Beatandraise
Use this flowCreate Client in Jobber when New Insider Transaction in Beatandraise
Use this flowGet Clients from Jobber when New Insider Transaction in Beatandraise
Use this flowCreate Request in Jobber when New Insider Transaction in Beatandraise
Use this flowGet Filing in Beatandraise when When a new client is created in Jobber
Use this flowGet Financial History in Beatandraise when When a new client is created in Jobber
Use this flowFind Filings in Beatandraise when When a client is updated in Jobber
Use this flowSearch Companies in Beatandraise when When a client is updated in Jobber
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Jobber.
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.
When a new client is created
Runs the workflow automatically when a new client is added to the account.
When a client is updated
Runs the workflow automatically whenever any client is updated.
When a client is deleted
Runs the workflow automatically whenever a client is deleted from the account.
When a new invoice is created
Runs the workflow automatically whenever a new invoice is created.
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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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 Jobber
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Jobber 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 Jobber 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 Jobber. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Jobber, and a separate workflow where Jobber 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 Jobber. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Jobber integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
