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Connect finlight and beatandraise

Integrate finlight with beatandraise to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between finlight and beatandraise.

When this happensTriggers

A trigger is an event that starts a workflow.

New Article Arrives

New Article Arrives

Runs when new article arrives

New Filing

New Filing

Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.

New Insider Transaction

New Insider Transaction

Runs daily when a new Form 4 insider transaction is filed for a chosen company.

Request a new Trigger for finlight

Do thisActions

Action is the task that follows automatically within your finlight integrations.

List All Sources

List All Sources

Retrieve all article sources.

Search Articles

Search Articles

Search articles with filters

Find Filings

Find Filings

Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.

Search Companies

Search Companies

Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.

Get Company

Get Company

Get a company's names, tickers, industry code, fiscal year end and state of incorporation.

Get Filing

Get Filing

Get one SEC filing's details and every document, exhibit and file it contains.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations finlight
finlight + beatandraise
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About finlight

Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.

Learn more

Frequently Asked Questions

How do I connect finlight and beatandraise?

Sign up for a free viaSocket account, then authorize both your finlight 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between finlight and beatandraise as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from finlight to beatandraise?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where finlight triggers actions in beatandraise, and a separate workflow where beatandraise triggers actions in finlight. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between finlight and beatandraise. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire finlight 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.