Connect beatandraise and PocketSmith
Integrate beatandraise with PocketSmith to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when New Filing in Beatandraise
Update Budget in PocketSmith when New Filing in Beatandraise
Get User Account from PocketSmith when New Filing in Beatandraise
Get Account from PocketSmith when New Filing in Beatandraise
Get Budget Summary from PocketSmith when New Filing in Beatandraise
Popular beatandraise + PocketSmith 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
PocketSmith
Automatically do this!
Create Transaction
Update Budget
Get User Account
Get Account
Get Budget Summary
Find Transactions
Create Category
Update Transaction
Delete Transaction
Create Budget Event
Create Transaction in Pocketsmith when New Filing in Beatandraise
Use this flowUpdate Budget in PocketSmith when New Filing in Beatandraise
Use this flowGet User Account from PocketSmith when New Filing in Beatandraise
Use this flowGet Account from PocketSmith when New Filing in Beatandraise
Use this flowGet Budget Summary from PocketSmith when New Filing in Beatandraise
Use this flowFind Transactions in PocketSmith when New Filing in Beatandraise
Use this flowCreate Category in Pocketsmith when New Filing in Beatandraise
Use this flowUpdate Transaction in Pocketsmith when New Filing in Beatandraise
Use this flowDelete Transaction in Pocketsmith when New Filing in Beatandraise
Use this flowCreate Budget Event in Pocketsmith when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and PocketSmith.
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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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 PocketSmith
PocketSmith is a personal finance software that helps users manage their budgets, track their spending, and plan for the future. With features like cash flow forecasting, budget tracking, and financial goal setting, PocketSmith provides a comprehensive solution for individuals looking to take control of their financial health.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and PocketSmith 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 PocketSmith 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 PocketSmith. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in PocketSmith, and a separate workflow where PocketSmith 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 PocketSmith. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and PocketSmith integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
