Integrate beatandraise with mentortools to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Courses in Mentortools when New Filing in Beatandraise
Create Courses in Mentortools when New Filing in Beatandraise
Total Courses in Mentortools when New Filing in Beatandraise
Course info by ID from Mentortools when New Filing in Beatandraise
Get module by ID in Mentortools when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
mentortools
Automatically do this!
Get Courses
Create Courses
Total Courses
Course info by ID
Get module by ID
Get Module information
Lesson by ID
Add module submodule
Update course
Update course module
Update submodule by ID
Delete course by ID
Delete course module by ID
Delete submodule by ID
Delete Lesson
Get Courses in Mentortools when New Filing in Beatandraise
Use this flowCreate Courses in Mentortools when New Filing in Beatandraise
Use this flowTotal Courses in Mentortools when New Filing in Beatandraise
Use this flowCourse info by ID from Mentortools when New Filing in Beatandraise
Use this flowGet module by ID in Mentortools when New Filing in Beatandraise
Use this flowGet Module information in Mentortools when New Filing in Beatandraise
Use this flowLesson by ID in Mentortools when New Filing in Beatandraise
Use this flowAdd module submodule in Mentortools when New Filing in Beatandraise
Use this flowUpdate course in Mentortools when New Filing in Beatandraise
Use this flowUpdate course module in Mentortools when New Filing in Beatandraise
Use this flowEverything you can automate between beatandraise and mentortools.
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.
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.

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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 moreMentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and mentortools 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 mentortools 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 mentortools. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in mentortools, and a separate workflow where mentortools 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 mentortools. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and mentortools integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.