Integrate beatandraise with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when New Filing in Beatandraise
Copy Row in Smartsheet when New Filing in Beatandraise
Move Row in Smartsheet when New Filing in Beatandraise
Add Discussion to Row in Smartsheet when New Filing in Beatandraise
Create Workspace in Smartsheet when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Add Attachment to Row in Smartsheet when New Filing in Beatandraise
Use this flowCopy Row in Smartsheet when New Filing in Beatandraise
Use this flowMove Row in Smartsheet when New Filing in Beatandraise
Use this flowAdd Discussion to Row in Smartsheet when New Filing in Beatandraise
Use this flowCreate Workspace in Smartsheet when New Filing in Beatandraise
Use this flowSend Row to Smartsheet when New Filing in Beatandraise
Use this flowSend Sheet using Smartsheet when New Filing in Beatandraise
Use this flowFind sheet Row in Smartsheet when New Filing in Beatandraise
Use this flowAdd Attachment to Row in Smartsheet when New Insider Transaction in Beatandraise
Use this flowCopy Row in Smartsheet when New Insider Transaction in Beatandraise
Use this flowEverything you can automate between beatandraise and Smartsheet.
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 row is added to a sheet.
Triggers when a row is updated in a sheet.
Triggers when a new attachment is added to a row.
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 moreSmartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and Smartsheet 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 Smartsheet 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 Smartsheet. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Smartsheet, and a separate workflow where Smartsheet 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 Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.