Connect beatandraise and Respond.io
Integrate beatandraise with Respond.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Assign/Unassign Conversation in Respond.io when New Filing in Beatandraise
List All Users in Respondio when New Filing in Beatandraise
List All Contacts in Respondio when New Filing in Beatandraise
Create a Comment in Respond.io when New Filing in Beatandraise
Add Space Tag in Respondio when New Filing in Beatandraise
Popular beatandraise + Respond.io 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
Respond.io
Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Create a Comment
Add Space Tag
Add Tags
Create Contact
Create Custom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
List or Get Message
List Contact Channel
Delete Space Tag
Delete Contact
Send Message
Assign/Unassign Conversation in Respond.io when New Filing in Beatandraise
Use this flowList All Users in Respondio when New Filing in Beatandraise
Use this flowList All Contacts in Respondio when New Filing in Beatandraise
Use this flowCreate a Comment in Respond.io when New Filing in Beatandraise
Use this flowAdd Space Tag in Respondio when New Filing in Beatandraise
Use this flowAdd Tags in Respondio when New Filing in Beatandraise
Use this flowCreate Contact in Respondio when New Filing in Beatandraise
Use this flowCreate Custom Field in Respond.io when New Filing in Beatandraise
Use this flowUpdate Contact in Respondio when New Filing in Beatandraise
Use this flowUpdate Contact Lifecycle in Respond.io when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Respond.io.
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.
New Contact
Triggers when new contact created.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating beatandraise and Respond.io free
No credit card required. Set up your first workflow in minutes.
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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Respond.io 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 Respond.io 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 Respond.io. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Respond.io, and a separate workflow where Respond.io 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 Respond.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Respond.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
