Connect beatandraise and Reclaim AI
Integrate beatandraise with Reclaim AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Reclaim AI when New Filing in Beatandraise
Get Tasks from Reclaim AI when New Filing in Beatandraise
Create Task in Reclaim AI when New Insider Transaction in Beatandraise
Get Tasks from Reclaim AI when New Insider Transaction in Beatandraise
Find Filings in Beatandraise when When a new task is created in Reclaim AI
Popular beatandraise + Reclaim AI 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
Reclaim AI
Automatically do this!
Create Task
Get Tasks
Create Task in Reclaim AI when New Filing in Beatandraise
Use this flowGet Tasks from Reclaim AI when New Filing in Beatandraise
Use this flowCreate Task in Reclaim AI when New Insider Transaction in Beatandraise
Use this flowGet Tasks from Reclaim AI when New Insider Transaction in Beatandraise
Use this flowFind Filings in Beatandraise when When a new task is created in Reclaim AI
Use this flowSearch Companies in Beatandraise when When a new task is created in Reclaim AI
Use this flowGet Company in Beatandraise when When a new task is created in Reclaim AI
Use this flowGet Filing in Beatandraise when When a new task is created in Reclaim AI
Use this flowGet Filing Item in Beatandraise when When a new task is created in Reclaim AI
Use this flowSearch Filing Text in Beatandraise when When a new task is created in Reclaim AI
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Reclaim AI.
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.
When a new task is created
Runs the workflow automatically whenever a new task is created in Reclaim AI.
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 Reclaim AI
Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Reclaim AI 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 Reclaim AI 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 Reclaim AI. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Reclaim AI, and a separate workflow where Reclaim AI 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 Reclaim AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Reclaim AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
