Connect beatandraise and Zendesk Support
Integrate beatandraise with Zendesk Support to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Filings in Beatandraise when New Organization Created or Updated in Zendesk Support
Search Companies in Beatandraise when New Organization Created or Updated in Zendesk Support
Get Company in Beatandraise when New Organization Created or Updated in Zendesk Support
Get Filing in Beatandraise when New Organization Created or Updated in Zendesk Support
Get Filing Item in Beatandraise when New Organization Created or Updated in Zendesk Support
Popular beatandraise + Zendesk Support 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
Zendesk Support
Automatically do this!
Get Tickets
Add Comment to Ticket
Add Tags to Ticket
Create Or Update Organization
Create or Update Customer
Remove Tags From Ticket
Update Ticket
Create Support Ticket
Find Latest Ticket Comment
List Ticket Comments
List Agents
Find or List Groups
Delete Customers
Get Organizations
Get Customers
Find Filings in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowSearch Companies in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowGet Company in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowGet Filing in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowGet Filing Item in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowSearch Filing Text in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowGet Financial Statements in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowGet Financial History in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowFind Insider Transactions in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowGet Institutional Holders in Beatandraise when New Organization Created or Updated in Zendesk Support
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Zendesk Support.
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 Organization Created or Updated
Runs when organization changes
New Customer Created or Updated
Runs when a new user is created in Zendesk Support.
Tag Added To Customer
Runs when tag is added to Customer
New Group Is Created
Runs when new group is 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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AI will build it for you
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 Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Zendesk Support 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 Zendesk Support 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 Zendesk Support. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Zendesk Support, and a separate workflow where Zendesk Support 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 Zendesk Support. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Zendesk Support integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
