Connect beatandraise and Zoho Connect
Integrate beatandraise with Zoho Connect to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Member to Group in Zoho Connect when New Filing in Beatandraise
Create Private Task in Zoho Connect when New Filing in Beatandraise
Create Task in Board on Zoho Connect when New Filing in Beatandraise
Create Status in Zoho Connect when New Filing in Beatandraise
Invite User to Network on Zoho Connect when New Filing in Beatandraise
Popular beatandraise + Zoho Connect 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
Zoho Connect
Automatically do this!
Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event
Add Member to Group in Zoho Connect when New Filing in Beatandraise
Use this flowCreate Private Task in Zoho Connect when New Filing in Beatandraise
Use this flowCreate Task in Board on Zoho Connect when New Filing in Beatandraise
Use this flowCreate Status in Zoho Connect when New Filing in Beatandraise
Use this flowInvite User to Network on Zoho Connect when New Filing in Beatandraise
Use this flowCreate Event in Zoho Connect when New Filing in Beatandraise
Use this flowAdd Member to Group in Zoho Connect when New Insider Transaction in Beatandraise
Use this flowCreate Private Task in Zoho Connect when New Insider Transaction in Beatandraise
Use this flowCreate Task in Board on Zoho Connect when New Insider Transaction in Beatandraise
Use this flowCreate Status in Zoho Connect when New Insider Transaction in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and Zoho Connect.
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 Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
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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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 Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your beatandraise and Zoho Connect 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 Zoho Connect 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 Zoho Connect. No coding required.
Yes. You can set up a workflow where beatandraise triggers actions in Zoho Connect, and a separate workflow where Zoho Connect 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 Zoho Connect. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise and Zoho Connect integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
