Connect beatandraise and klenty
Integrate beatandraise with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect in Klenty when New Filing in Beatandraise
Change Status To Do Not Contact in Klenty when New Filing in Beatandraise
Revert Prospect Status From Do Not Contact in Klenty when New Filing in Beatandraise
Start Cadence in Klenty when New Filing in Beatandraise
Stop All Mails to Prospect in Klenty when New Filing in Beatandraise
Popular beatandraise + klenty 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
klenty
Automatically do this!
Create Prospect
Change Status To Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Create Prospect in Klenty when New Filing in Beatandraise
Use this flowChange Status To Do Not Contact in Klenty when New Filing in Beatandraise
Use this flowRevert Prospect Status From Do Not Contact in Klenty when New Filing in Beatandraise
Use this flowStart Cadence in Klenty when New Filing in Beatandraise
Use this flowStop All Mails to Prospect in Klenty when New Filing in Beatandraise
Use this flowStop Cadence in Klenty when New Filing in Beatandraise
Use this flowUnsubscribe Prospect in Klenty when New Filing in Beatandraise
Use this flowUpdate Prospect in Klenty when New Filing in Beatandraise
Use this flowCreate Prospect in Klenty when New Insider Transaction in Beatandraise
Use this flowChange Status To Do Not Contact in Klenty when New Insider Transaction in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and klenty.
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.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
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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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 klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and klenty 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 klenty 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 klenty. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in klenty, and a separate workflow where klenty 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 klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
