Integrate Pencil Spaces with beatandraise to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Space in Pencil Spaces when New Filing in Beatandraise
Invite User to Pencil Spaces when New Filing in Beatandraise
Create Space in Pencil Spaces when New Insider Transaction in Beatandraise
Invite User to Pencil Spaces when New Insider Transaction in Beatandraise
Find Filings in BeatAndRaise when User Joins or Leaves a Room in Pencil Spaces
Start from a real workflow other teams are already running.
Pencil Spaces
When this happens...
User Joins or Leaves a Room
beatandraise
Automatically do this!
Find Filings
Search Companies
Get Company
Get Filing
Get Filing Item Text
Search Filing Text
Get Financial Statements
Get Financial History
Find Insider Transactions
Get Institutional Holders
Create Space in Pencil Spaces when New Filing in Beatandraise
Use this flowInvite User to Pencil Spaces when New Filing in Beatandraise
Use this flowCreate Space in Pencil Spaces when New Insider Transaction in Beatandraise
Use this flowInvite User to Pencil Spaces when New Insider Transaction in Beatandraise
Use this flowFind Filings in BeatAndRaise when User Joins or Leaves a Room in Pencil Spaces
Use this flowSearch Companies in Beatandraise when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Company in Beatandraise when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Filing from Beatandraise when User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Filing Item Text from Beatandraise when User Joins or Leaves a Room in Pencil Spaces
Use this flowSearch Filing Text in Beatandraise when User Joins or Leaves a Room in Pencil Spaces
Use this flowEverything you can automate between Pencil Spaces and beatandraise.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a user joins or leaves a room in Pencil Spaces.
Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.
Runs daily when a new Form 4 insider transaction is filed for a chosen company.
Action is the task that follows automatically within your Pencil Spaces integrations.
Creates a new collaborative space and invites the listed hosts and participants.
Sends an email inviting a user to join the institution.
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.

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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Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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 Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces triggers actions in beatandraise, and a separate workflow where beatandraise triggers actions in Pencil Spaces. 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 Pencil Spaces and beatandraise. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pencil Spaces 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.