Integrate beatandraise with SurveyMars to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact Group in SurveyMars when New Filing in Beatandraise
Create Survey From Template in SurveyMars when New Filing in Beatandraise
Create Survey with AI in SurveyMars when New Filing in Beatandraise
Get AI-Created Survey Details from SurveyMars when New Filing in Beatandraise
Find Surveys in SurveyMars when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
SurveyMars
Automatically do this!
Create Contact Group
Create Survey From Template
Create Survey with AI
Get AI-Created Survey Details
Find Surveys
List Users
Create Contact
Pause Survey
Publish Survey
Create Contact Group in SurveyMars when New Filing in Beatandraise
Use this flowCreate Survey From Template in SurveyMars when New Filing in Beatandraise
Use this flowCreate Survey with AI in SurveyMars when New Filing in Beatandraise
Use this flowGet AI-Created Survey Details from SurveyMars when New Filing in Beatandraise
Use this flowFind Surveys in SurveyMars when New Filing in Beatandraise
Use this flowList Users from SurveyMars when New Filing in Beatandraise
Use this flowCreate Contact in SurveyMars when New Filing in Beatandraise
Use this flowPause Survey in SurveyMars when New Filing in Beatandraise
Use this flowPublish Survey on SurveyMars when New Filing in Beatandraise
Use this flowCreate Contact Group in SurveyMars when New Insider Transaction in Beatandraise
Use this flowEverything you can automate between beatandraise and SurveyMars.
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.
Runs the workflow automatically whenever a new response is submitted to a survey.
Runs the workflow automatically whenever a new survey is created in the account.
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 moreSurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and SurveyMars 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 SurveyMars 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 SurveyMars. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in SurveyMars, and a separate workflow where SurveyMars 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 SurveyMars. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and SurveyMars integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.