Integrate beatandraise with MailChimp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note to Subscriber in MailChimp when New Filing in Beatandraise
Add Subscriber to Tag in MailChimp when New Filing in Beatandraise
Update Subscriber in MailChimp when New Filing in Beatandraise
Archive Subscriber in MailChimp when New Filing in Beatandraise
Create Campaign in MailChimp when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
MailChimp
Automatically do this!
Add Note to Subscriber
Add Subscriber to Tag
Update Subscriber
Archive Subscriber
Create Campaign
Create Custom Event
Remove Subscriber from Tag
Permanently Delete Subscriber
Find Campaign by ID
Find Subscriber by Email
Send Campaign
Find Customer
Add Tags to Audience Member
Find Tag
Get Campaign Reports
List Stores
Create Store Customer
List Audiences
Add Merge Field
List Products
List customers
List Carts
Add Subscriber to Audience
Create or Update Product
Update Product Variant
Add or Update Subscriber
Add Note to Subscriber in MailChimp when New Filing in Beatandraise
Use this flowAdd Subscriber to Tag in MailChimp when New Filing in Beatandraise
Use this flowUpdate Subscriber in MailChimp when New Filing in Beatandraise
Use this flowArchive Subscriber in MailChimp when New Filing in Beatandraise
Use this flowCreate Campaign in MailChimp when New Filing in Beatandraise
Use this flowCreate Custom Event in MailChimp when New Filing in Beatandraise
Use this flowRemove Subscriber from Tag in MailChimp when New Filing in Beatandraise
Use this flowPermanently Delete Subscriber from MailChimp when New Filing in Beatandraise
Use this flowFind Campaign by ID in MailChimp when New Filing in Beatandraise
Use this flowFind Subscriber by Email in MailChimp when New Filing in Beatandraise
Use this flowEverything you can automate between beatandraise and MailChimp.
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.
Runs the workflow automatically when a new audience is created in the account.
Runs the workflow automatically whenever a campaign is created or sent in the account.
Runs the workflow automatically whenever a recipient opens an email in the specified campaign.
Runs the workflow automatically whenever any subscriber is added to an audience.
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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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 moreMailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and MailChimp 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 MailChimp 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 MailChimp. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in MailChimp, and a separate workflow where MailChimp 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 MailChimp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and MailChimp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.