Connect beatandraise and noCRM.io
Integrate beatandraise with noCRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Client Folders from noCRM.io when New Filing in Beatandraise
List Pipelines from noCRM.io when New Filing in Beatandraise
List Categories from noCRM.io when New Filing in Beatandraise
List Predefined Tags from noCRM.io when New Filing in Beatandraise
List Fields from noCRM.io when New Filing in Beatandraise
Popular beatandraise + noCRM.io 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
noCRM.io
Automatically do this!
List Client Folders
List Pipelines
List Categories
List Predefined Tags
List Fields
List Activities
List Leads
List Unassigned Leads
Get Prospecting Lists
Find Prospects By Phone Number
List Users
List Teams
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
List Webhook Events
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
List Client Folders from noCRM.io when New Filing in Beatandraise
Use this flowList Pipelines from noCRM.io when New Filing in Beatandraise
Use this flowList Categories from noCRM.io when New Filing in Beatandraise
Use this flowList Predefined Tags from noCRM.io when New Filing in Beatandraise
Use this flowList Fields from noCRM.io when New Filing in Beatandraise
Use this flowList Activities from noCRM.io when New Filing in Beatandraise
Use this flowList Leads from noCRM.io when New Filing in Beatandraise
Use this flowList Unassigned Leads in noCRM.io when New Filing in Beatandraise
Use this flowGet Prospecting Lists from noCRM.io when New Filing in Beatandraise
Use this flowFind Prospects By Phone Number in noCRM.io when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and noCRM.io.
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 Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and noCRM.io 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 noCRM.io 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 noCRM.io. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in noCRM.io, and a separate workflow where noCRM.io 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 noCRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and noCRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
