Integrate beatandraise with Paperform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Forms from Paperform when New Filing in Beatandraise
List Spaces in Paperform when New Filing in Beatandraise
List Translations from Paperform when New Filing in Beatandraise
List Papersign Documents from Paperform when New Filing in Beatandraise
Update Form by ID in Paperform when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Paperform
Automatically do this!
List Forms
List Spaces
List Translations
List Papersign Documents
Update Form by ID
Get Form Details
Find Partial Submission
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product by SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
List Partial Submissions
List Form Products
List Submissions
List Forms from Paperform when New Filing in Beatandraise
Use this flowList Spaces in Paperform when New Filing in Beatandraise
Use this flowList Translations from Paperform when New Filing in Beatandraise
Use this flowList Papersign Documents from Paperform when New Filing in Beatandraise
Use this flowUpdate Form by ID in Paperform when New Filing in Beatandraise
Use this flowGet Form Details from Paperform when New Filing in Beatandraise
Use this flowFind Partial Submission in Paperform when New Filing in Beatandraise
Use this flowDelete Partial submission by ID in Paperform when New Filing in Beatandraise
Use this flowUpdates Sold Amount for Product in Paperform when New Filing in Beatandraise
Use this flowFind Product by SKU in Paperform when New Filing in Beatandraise
Use this flowEverything you can automate between beatandraise and Paperform.
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.
Triggers when a new Document Completed for a form.
Triggered when a document is sent out for signing.
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Triggered when a document is rejected by the signer.
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 morePaperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Paperform 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 Paperform 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 Paperform. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Paperform, and a separate workflow where Paperform 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 Paperform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Paperform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.