Integrate beatandraise with TeamWave to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in TeamWave when New Filing in Beatandraise
List Project Timelog from TeamWave when New Filing in Beatandraise
List Project Share from TeamWave when New Filing in Beatandraise
Get Project Settings from TeamWave when New Filing in Beatandraise
Get PM User Permission from TeamWave when New Filing in Beatandraise
Start from a real workflow other teams are already running.
beatandraise
When this happens...
New Filing
New Insider Transaction
TeamWave
Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
Create Task in TeamWave when New Filing in Beatandraise
Use this flowList Project Timelog from TeamWave when New Filing in Beatandraise
Use this flowList Project Share from TeamWave when New Filing in Beatandraise
Use this flowGet Project Settings from TeamWave when New Filing in Beatandraise
Use this flowGet PM User Permission from TeamWave when New Filing in Beatandraise
Use this flowList Taskgroups from TeamWave when New Filing in Beatandraise
Use this flowList Tasks from TeamWave when New Filing in Beatandraise
Use this flowList Events from TeamWave when New Filing in Beatandraise
Use this flowList Project Milestone from TeamWave when New Filing in Beatandraise
Use this flowList Files from TeamWave when New Filing in Beatandraise
Use this flowEverything you can automate between beatandraise and TeamWave.
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.
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 moreTeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
Learn moreSign up for a free viaSocket account, then authorize both your beatandraise and TeamWave 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 TeamWave 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 TeamWave. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in TeamWave, and a separate workflow where TeamWave 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 TeamWave. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and TeamWave integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.