Connect beatandraise and Teamgate
Integrate beatandraise with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Companies in Teamgate when New Filing in Beatandraise
List Deals from Teamgate when New Filing in Beatandraise
List Lead Collection from Teamgate when New Filing in Beatandraise
List People Collection from Teamgate when New Filing in Beatandraise
List Products Collection from Teamgate when New Filing in Beatandraise
Popular beatandraise + Teamgate 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
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
List All Companies in Teamgate when New Filing in Beatandraise
Use this flowList Deals from Teamgate when New Filing in Beatandraise
Use this flowList Lead Collection from Teamgate when New Filing in Beatandraise
Use this flowList People Collection from Teamgate when New Filing in Beatandraise
Use this flowList Products Collection from Teamgate when New Filing in Beatandraise
Use this flowList Emails Collection from Teamgate when New Filing in Beatandraise
Use this flowCreate Product in Teamgate when New Filing in Beatandraise
Use this flowCreate Activity in Teamgate when New Filing in Beatandraise
Use this flowCreate or Update Company in Teamgate when New Filing in Beatandraise
Use this flowCreate or Update Deal in Teamgate when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Teamgate.
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 Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Teamgate 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 Teamgate 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 Teamgate. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Teamgate, and a separate workflow where Teamgate 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 Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
