Connect beatandraise and SugarAI
Integrate beatandraise with SugarAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record In Any Module in any module of SugarCRM when New Filing in Beatandraise
Update Record In Any Module in SugarCRM when New Filing in Beatandraise
Find or Create Record In Any Module in SugarCRM when New Filing in Beatandraise
Create Lead in SugarCRM when New Filing in Beatandraise
Update Lead in SugarCRM when New Filing in Beatandraise
Popular beatandraise + SugarAI 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
SugarAI
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Create Record In Any Module in any module of SugarCRM when New Filing in Beatandraise
Use this flowUpdate Record In Any Module in SugarCRM when New Filing in Beatandraise
Use this flowFind or Create Record In Any Module in SugarCRM when New Filing in Beatandraise
Use this flowCreate Lead in SugarCRM when New Filing in Beatandraise
Use this flowUpdate Lead in SugarCRM when New Filing in Beatandraise
Use this flowDelete Lead in SugarCRM when New Filing in Beatandraise
Use this flowGet Leads from SugarCRM when New Filing in Beatandraise
Use this flowCreate Account in SugarCRM when New Filing in Beatandraise
Use this flowUpdate Account in SugarCRM when New Filing in Beatandraise
Use this flowDelete Account in SugarCRM when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and SugarAI.
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 Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 SugarAI
SugarAI is an AI-driven CRM platform that helps you manage your sales, marketing, and customer support better
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and SugarAI 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 SugarAI 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 SugarAI. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in SugarAI, and a separate workflow where SugarAI 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 SugarAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and SugarAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
