Connect beatandraise and LeadConnector
Integrate beatandraise with LeadConnector to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in LeadConnector when New Filing in Beatandraise
Add/Remove Tags to Contact in LeadConnector when New Filing in Beatandraise
Update Task in LeadConnector when New Filing in Beatandraise
Search Task in LeadConnector when New Filing in Beatandraise
Create Contact in LeadConnector when New Filing in Beatandraise
Popular beatandraise + LeadConnector 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
LeadConnector
Automatically do this!
Create Task
Add/Remove Tags to Contact
Update Task
Search Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Create Calendar
Create Appointment
Add or Remove Contact from Workflow
Add Note to Contact
Create Or Update Contact
Create Block Slot
Get All Calendars
Get Calendar Groups
Get Available Slots
Get All Services
Update Calendar
Find Available Slots
Add Note to Appointment
Get Appointment Notes
Update Appointment
Update Block Slot
Delete Calendar Event
Create Task in LeadConnector when New Filing in Beatandraise
Use this flowAdd/Remove Tags to Contact in LeadConnector when New Filing in Beatandraise
Use this flowUpdate Task in LeadConnector when New Filing in Beatandraise
Use this flowSearch Task in LeadConnector when New Filing in Beatandraise
Use this flowCreate Contact in LeadConnector when New Filing in Beatandraise
Use this flowUpdate Contact in LeadConnector when New Filing in Beatandraise
Use this flowSearch Contact in LeadConnector when New Filing in Beatandraise
Use this flowCreate Opportunity in LeadConnector when New Filing in Beatandraise
Use this flowUpdate Opportunity in LeadConnector when New Filing in Beatandraise
Use this flowSearch Opportunity in GoHighLevel when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and LeadConnector.
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 Contact Created
Runs when new contact 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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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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and LeadConnector 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 LeadConnector 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 LeadConnector. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in LeadConnector, and a separate workflow where LeadConnector 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 LeadConnector. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and LeadConnector integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
