Integrations beatandraise Pivotal Tracker
beatandraise + Pivotal Tracker
beatandraise logoPivotal Tracker logo

Connect beatandraise and Pivotal Tracker

Integrate beatandraise with Pivotal Tracker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between beatandraise and Pivotal Tracker.

When this happensTriggers

A trigger is an event that starts a workflow.

New Filing

New Filing

Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.

New Insider Transaction

New Insider Transaction

Runs daily when a new Form 4 insider transaction is filed for a chosen company.

New Activity

New Activity

Triggers when any new activity happens within a project.

New Project

New Project

Trigger when a new Project is added.

New Story

New Story

Triggers when a new story is added in a project.

Request a new Trigger for beatandraise

Do thisActions

Action is the task that follows automatically within your beatandraise integrations.

Find Filings

Find Filings

Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.

Search Companies

Search Companies

Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.

Get Company

Get Company

Get a company's names, tickers, industry code, fiscal year end and state of incorporation.

Get Filing

Get Filing

Get one SEC filing's details and every document, exhibit and file it contains.

Get Filing Item

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 Filing Text

Search the full text of SEC filings since 2020 by keywords, form, company and year.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Pivotal Tracker
Pivotal Tracker + beatandraise
Pivotal Tracker logo

About Pivotal Tracker

Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.

Learn more

Frequently Asked Questions

How do I connect beatandraise and Pivotal Tracker?

Sign up for a free viaSocket account, then authorize both your beatandraise and Pivotal Tracker 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between beatandraise and Pivotal Tracker as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from beatandraise to Pivotal Tracker?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pivotal Tracker. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where beatandraise triggers actions in Pivotal Tracker, and a separate workflow where Pivotal Tracker triggers actions in beatandraise. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between beatandraise and Pivotal Tracker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire beatandraise and Pivotal Tracker integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.