Connect beatandraise and Xodo Sign
Integrate beatandraise with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Filing in Beatandraise
Get Final Signed Document from Xodo Sign when New Filing in Beatandraise
Send Reminder via Xodo Sign when New Filing in Beatandraise
Find and Download Document from Xodo Sign when New Filing in Beatandraise
Create Contact in Xodo Sign when New Insider Transaction in Beatandraise
Popular beatandraise + Xodo Sign 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
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when New Filing in Beatandraise
Use this flowGet Final Signed Document from Xodo Sign when New Filing in Beatandraise
Use this flowSend Reminder via Xodo Sign when New Filing in Beatandraise
Use this flowFind and Download Document from Xodo Sign when New Filing in Beatandraise
Use this flowCreate Contact in Xodo Sign when New Insider Transaction in Beatandraise
Use this flowGet Final Signed Document from Xodo Sign when New Insider Transaction in Beatandraise
Use this flowSend Reminder via Xodo Sign when New Insider Transaction in Beatandraise
Use this flowFind and Download Document from Xodo Sign when New Insider Transaction in Beatandraise
Use this flowFind Filings in Beatandraise when Document Is Sent via Xodo Sign
Use this flowSearch Companies in Beatandraise when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Xodo Sign.
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.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Xodo Sign 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 Xodo Sign 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 Xodo Sign. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Xodo Sign, and a separate workflow where Xodo Sign 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 Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
