Integrate beatandraise with Kit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Subscriber in Kit when New Filing in Beatandraise
Add Subscriber To Form to a form in Kit when New Filing in Beatandraise
Add Subscriber to Sequence in Kit when New Filing in Beatandraise
Remove Tag From Subscriber in Kit when New Filing in Beatandraise
Create Purchase in Kit when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Kit
Automatically do this!
Search Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create or Update Subscriber
Update Subscriber
Unsubscribe Subscriber
Search Subscriber in Kit when New Filing in Beatandraise
Use this flowAdd Subscriber To Form to a form in Kit when New Filing in Beatandraise
Use this flowAdd Subscriber to Sequence in Kit when New Filing in Beatandraise
Use this flowRemove Tag From Subscriber in Kit when New Filing in Beatandraise
Use this flowCreate Purchase in Kit when New Filing in Beatandraise
Use this flowAdd Tag to Subscriber in Kit when New Filing in Beatandraise
Use this flowCreate or Update Subscriber in Kit when New Filing in Beatandraise
Use this flowUpdate Subscriber in Kit when New Filing in Beatandraise
Use this flowUnsubscribe Subscriber from Kit when New Filing in Beatandraise
Use this flowFind Filings in Beatandraise when New Form Subscriber in Kit
Use this flowEverything you can automate between beatandraise and Kit.
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 a subscription occurs to a specific form
Triggers when a new purchase is added to your account.
Triggers when a specific tag is added to a subscriber
Runs when subscriber unsubscribes
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.

Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
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 moreConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Kit 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 Kit 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 Kit. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Kit, and a separate workflow where Kit 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 Kit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Kit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.