Integrate beatandraise with Nibo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Bank Account in Nibo when New Filing in Beatandraise
Create Employee in Nibo when New Filing in Beatandraise
Create Cost Center in Nibo when New Filing in Beatandraise
View Account Statement from Nibo when New Filing in Beatandraise
Create Bank Account in Nibo when New Insider Transaction in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Nibo
Automatically do this!
Create Bank Account
Create Employee
Create Cost Center
View Account Statement
Create Bank Account in Nibo when New Filing in Beatandraise
Use this flowCreate Employee in Nibo when New Filing in Beatandraise
Use this flowCreate Cost Center in Nibo when New Filing in Beatandraise
Use this flowView Account Statement from Nibo when New Filing in Beatandraise
Use this flowCreate Bank Account in Nibo when New Insider Transaction in Beatandraise
Use this flowCreate Employee in Nibo when New Insider Transaction in Beatandraise
Use this flowCreate Cost Center in Nibo when New Insider Transaction in Beatandraise
Use this flowView Account Statement from Nibo when New Insider Transaction in Beatandraise
Use this flowEverything you can automate between beatandraise and Nibo.
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 moreNibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Nibo 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 Nibo 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 Nibo. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Nibo, and a separate workflow where Nibo 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 Nibo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Nibo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.