Connect beatandraise and OnePage CRM
Integrate beatandraise with OnePage CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular beatandraise + OnePage CRM 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
OnePage CRM
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Create Contact hold in OnePage CRM when New Filing in Beatandraise
Use this flowCreate Call in Onepagecrm when New Filing in Beatandraise
Use this flowCreate Deal in Onepagecrm when New Filing in Beatandraise
Use this flowCreate Note in Onepagecrm when New Filing in Beatandraise
Use this flowCreate Action in Onepagecrm when New Filing in Beatandraise
Use this flowUpdate Deal in Onepagecrm when New Filing in Beatandraise
Use this flowFind Contact in Onepagecrm when New Filing in Beatandraise
Use this flowFind Deal in Onepagecrm when New Filing in Beatandraise
Use this flowFind User in Onepagecrm when New Filing in Beatandraise
Use this flowCreate Contact hold in OnePage CRM when New Insider Transaction in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and OnePage CRM.
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.
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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and OnePage CRM 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 OnePage CRM 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 OnePage CRM. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in OnePage CRM, and a separate workflow where OnePage CRM 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 OnePage CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and OnePage CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
