Integrate CalendarHero with beatandraise to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Filings in Beatandraise when Meeting Request Becomes Event in CalendarHero
Search Companies in Beatandraise when Meeting Request Becomes Event in CalendarHero
Get Company in Beatandraise when Meeting Request Becomes Event in CalendarHero
Get Filing in Beatandraise when Meeting Request Becomes Event in CalendarHero
Get Filing Item in Beatandraise when Meeting Request Becomes Event in CalendarHero
Start from a real workflow other teams are already running.
CalendarHero
When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires
beatandraise
Automatically do this!
Find Filings
Search Companies
Get Company
Get Filing
Get Filing Item
Search Filing Text
Get Financial Statements
Get Financial History
Find Insider Transactions
Get Institutional Holders
Find Filings in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowSearch Companies in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowGet Company in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowGet Filing in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowGet Filing Item in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowSearch Filing Text in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowGet Financial Statements in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowGet Financial History in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowFind Insider Transactions in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowGet Institutional Holders in Beatandraise when Meeting Request Becomes Event in CalendarHero
Use this flowEverything you can automate between CalendarHero and beatandraise.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when Meeting Request Becomes Event
Runs when a meeting request is cancelled
Runs when New Contact Is Added
Runs when new meeting request is created
Runs when meeting request expires
Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.
Action is the task that follows automatically within your CalendarHero integrations.
Create a Contact.
Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.
Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.
Get a company's names, tickers, industry code, fiscal year end and state of incorporation.
Get one SEC filing's details and every document, exhibit and file it contains.
Get the text of one Item of a 10-K, 10-Q or 8-K, such as Risk Factors or MD&A.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
Learn moreSEC 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 moreSign up for a free viaSocket account, then authorize both your CalendarHero and beatandraise 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 CalendarHero and beatandraise 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 beatandraise. No coding required.
Yes. You can set up a workflow where CalendarHero triggers actions in beatandraise, and a separate workflow where beatandraise triggers actions in CalendarHero. 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 CalendarHero and beatandraise. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CalendarHero and beatandraise integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.