Connect beatandraise and Klaviyo
Integrate beatandraise with Klaviyo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular beatandraise + Klaviyo 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
Klaviyo
Automatically do this!
Get All Accounts
Find Profile
Create Profile
Create List
Add Profiles to a List
Remove Profile from List
Update a Profile
Subscribe Profile
Send Campaign
Get Catalog Categories
List Catalog Items
List Profiles
List Campaigns
Get All Accounts from Klaviyo when New Filing in Beatandraise
Use this flowFind Profile in Klaviyo when New Filing in Beatandraise
Use this flowCreate Profile in Klaviyo when New Filing in Beatandraise
Use this flowCreate List in Klaviyo when New Filing in Beatandraise
Use this flowAdd Profiles to a List in Klaviyo when New Filing in Beatandraise
Use this flowRemove Profile from List in Klaviyo when New Filing in Beatandraise
Use this flowUpdate a Profile in Klaviyo when New Filing in Beatandraise
Use this flowSubscribe Profile in Klaviyo when New Filing in Beatandraise
Use this flowSend Campaign in Klaviyo when New Filing in Beatandraise
Use this flowGet Catalog Categories from Klaviyo when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Klaviyo.
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 Profile
Runs when new profile is created. Polls at the configured interval.
New Event
Runs when new event is received in Klaviyo, allowing setting of time window and handling paginated results.
New Campaign
Runs when new campaign is created in a selected channel; supports polling interval and pagination.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
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.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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
Start automating beatandraise and Klaviyo free
No credit card required. Set up your first workflow in minutes.
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 Klaviyo
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Klaviyo 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 Klaviyo 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 Klaviyo. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Klaviyo, and a separate workflow where Klaviyo 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 Klaviyo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Klaviyo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
