See upcoming earnings dates for carriers in your AgencyZoom pipeline
Get a timely heads-up when a listed carrier you track is approaching an earnings announcement.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Earnings Calendar
Retrieves the earnings calendar for the next three months.
Why this helps
Earnings dates are easy to miss when they are tracked separately from client and prospect work.
- Review upcoming earnings for the symbols you choose.
- Relate the calendar to AgencyZoom accounts or prospects you identify.
- Receive a scheduled summary without manually checking the calendar.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Carrier Earnings Calendar Brief.
- 3Tell Notis: On each run, retrieve the upcoming earnings calendar and summarize entries for the public carrier tickers I provide, relating matches to the AgencyZoom accounts or prospects I name.
- 4Choose the recurring schedule, then choose where run reports should go.
- 5Test with one real ticker and confirm the returned calendar entries.
Questions about this workflow
How far ahead does this calendar look?
The listed Alpha Vantage action returns an earnings calendar for the next three months.
Can it infer which public companies match AgencyZoom records?
Provide the tickers and the relevant account context. The workflow should not assume an unverified company-to-ticker match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Alpha vantage. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agencyzoom and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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