Connect Ricky and beatandraise
Integrate Ricky with beatandraise to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ricky + beatandraise flows
Start from a real workflow other teams are already running.
Choose a trigger
Ricky
When this happens...
New Contact Created
Updated Contact
Choose an action
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 Contacts in Ricky when New Filing in Beatandraise
Use this flowAdd Note to Contact in Ricky when New Filing in Beatandraise
Use this flowUpdate Contact in Ricky when New Filing in Beatandraise
Use this flowCreate Contact in Ricky when New Filing in Beatandraise
Use this flowUpdate Contact Tags in Ricky when New Filing in Beatandraise
Use this flowFind Contacts in Ricky when New Insider Transaction in Beatandraise
Use this flowAdd Note to Contact in Ricky when New Insider Transaction in Beatandraise
Use this flowUpdate Contact in Ricky when New Insider Transaction in Beatandraise
Use this flowCreate Contact in Ricky when New Insider Transaction in Beatandraise
Use this flowUpdate Contact Tags in Ricky when New Insider Transaction in Beatandraise
Use this flowSupported Triggers & Actions
Everything you can automate between Ricky and beatandraise.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a contact is created in Ricky, by the API or with their first message.
Updated Contact
Runs when a contact's fields, tags or custom values are saved.
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.
Do thisActions
Action is the task that follows automatically within your Ricky integrations.
Find Contacts
Find contacts by text, tag, owner, stage or channel, or get one contact by ID.
Add Note to Contact
Append a note to a contact, after its current notes.
Update Contact
Update the chosen details of a contact; fields you leave empty stay unchanged.
Create Contact
Create a CRM contact with name, email, phone, address, owner, tags and custom fields.
Update Contact Tags
Add or remove tags on one or more contacts (up to 100) without touching their other tags.
Find Filings
Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.
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 Ricky
Ricky is an AI customer-service platform that answers WhatsApp, Instagram, Messenger and web chat in a shared inbox, with AI agents, a contact CRM, templates and broadcasts.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ricky 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 Ricky 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 Ricky triggers actions in beatandraise, and a separate workflow where beatandraise triggers actions in Ricky. 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 Ricky and beatandraise. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ricky 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.
