Connect beatandraise and Klipfolio
Integrate beatandraise with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when New Filing in Beatandraise
Delete User from Group in Klipfolio when New Filing in Beatandraise
Reset Password operation in Klipfolio when New Filing in Beatandraise
Resend Invitation in Klipfolio when New Filing in Beatandraise
Create/Update User Properties in Klipfolio when New Filing in Beatandraise
Popular beatandraise + Klipfolio 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
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add User to Group in Klipfolio when New Filing in Beatandraise
Use this flowDelete User from Group in Klipfolio when New Filing in Beatandraise
Use this flowReset Password operation in Klipfolio when New Filing in Beatandraise
Use this flowResend Invitation in Klipfolio when New Filing in Beatandraise
Use this flowCreate/Update User Properties in Klipfolio when New Filing in Beatandraise
Use this flowDelete User Properties in Klipfolio when New Filing in Beatandraise
Use this flowAssign User to Role in Klipfolio when New Filing in Beatandraise
Use this flowRemove User from Role in Klipfolio when New Filing in Beatandraise
Use this flowDelete User Tab Instance in Klipfolio when New Filing in Beatandraise
Use this flowAdd a user to the role in Klipfolio when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Klipfolio.
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.
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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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.
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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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Klipfolio 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 Klipfolio 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 Klipfolio. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Klipfolio, and a separate workflow where Klipfolio 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 Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
