Connect beatandraise and Yellow.ai
Integrate beatandraise with Yellow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User from Yellow.ai when New Insider Transaction in Beatandraise
Create Or Update User in Yellow.ai when New Filing in Beatandraise
Get Company in Beatandraise when New Template Created in Yellow.ai
Get User Details from Yellow.ai when New Filing in Beatandraise
Search Companies in Beatandraise when New Template Created in Yellow.ai
Popular beatandraise + Yellow.ai 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
Yellow.ai
Automatically do this!
Create Or Update User
Get User Details
Get Outbound Templates
Get User
Get User from Yellow.ai when New Insider Transaction in Beatandraise
Use this flowCreate Or Update User in Yellow.ai when New Filing in Beatandraise
Use this flowGet Company in Beatandraise when New Template Created in Yellow.ai
Use this flowGet User Details from Yellow.ai when New Filing in Beatandraise
Use this flowSearch Companies in Beatandraise when New Template Created in Yellow.ai
Use this flowGet Outbound Templates from Yellow.ai when New Filing in Beatandraise
Use this flowGet Filing Item in Beatandraise when New Template Created in Yellow.ai
Use this flowGet Financial History in Beatandraise when New Template Created in Yellow.ai
Use this flowGet User Details from Yellow.ai when New Insider Transaction in Beatandraise
Use this flowGet Outbound Templates from Yellow.ai when New Insider Transaction in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Yellow.ai.
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 Template Created
Runs when new template created
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 Yellow.ai
Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Yellow.ai 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 Yellow.ai 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 Yellow.ai. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Yellow.ai, and a separate workflow where Yellow.ai 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 Yellow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Yellow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
