Connect beatandraise and Zeffy
Integrate beatandraise with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular beatandraise + Zeffy 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Contact
Create or Update Contact
Update Contact
Delete Contact
Find Payments in Zeffy when New Filing in Beatandraise
Use this flowGet Payment from Zeffy when New Filing in Beatandraise
Use this flowList Contacts from Zeffy when New Filing in Beatandraise
Use this flowFind Contact in Zeffy when New Filing in Beatandraise
Use this flowList Campaigns from Zeffy when New Filing in Beatandraise
Use this flowFind Campaign in Zeffy when New Filing in Beatandraise
Use this flowCreate Contact in Zeffy when New Filing in Beatandraise
Use this flowCreate or Update Contact in Zeffy when New Filing in Beatandraise
Use this flowUpdate Contact in Zeffy when New Filing in Beatandraise
Use this flowDelete Contact from Zeffy when New Filing in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Zeffy.
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.
When a new campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new payment or donation is created
Runs the workflow automatically whenever a new payment or donation is created in the account.
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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Zeffy 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 Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Zeffy, and a separate workflow where Zeffy 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 Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
