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Notis

Check recent analyst rating activity for a client company

Request a quick view of rating actions, target changes, and analyst details when a client discussion calls for it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Analyst Ratings

Why this helps

Analyst upgrades, downgrades, and target changes can be hard to spot while preparing for a client conversation.

  • Retrieve analyst rating actions for a specified ticker and time context.
  • Bring price targets and analyst details into a single brief when available.
  • Start the check on demand when preparing for a relevant conversation.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Benzinga once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis the client company or ticker to check and ask it to summarize analyst rating actions, target changes, and relevant analyst details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real ticker and confirm the report distinguishes returned changes from missing data.

Questions about this workflow

How is this different from a consensus ratings review?

This workflow checks analyst ratings calendar activity such as rating actions and price target changes, while consensus ratings summarize analyst sentiment and targets over a period.

What if the request does not include a ticker?

The company or ticker must be identifiable from the request or available AgencyZoom context. Otherwise the prompt should ask for it before producing a meaningful report.

Does a rating change predict future performance?

No. The workflow reports available analyst data for context and does not claim to predict market performance.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Benzinga. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Benzinga actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Calendar Earnings Stream

Provides access to real-time earnings calendar updates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Conference Calls V2.1

Retrieves conference call data for a selected period or security.

ActionInstant

Get Consensus Ratings

Retrieves analyst consensus ratings and price targets for a stock.

ActionInstant

Get Earnings Calendar V2.1

Retrieves upcoming earnings dates, estimates, and actuals.

ActionInstant

Get Economics Calendar V2.1

Retrieves economic calendar events, including actual, forecast, and prior values.

ActionInstant

Get Newsfeed Stream

Provides access details for real-time newsfeed updates.

ActionInstant

Get News Channels

Lists the available news channels and their categories.

ActionInstant

Get Analyst Ratings V2.1

Retrieves analyst ratings, including upgrades, downgrades, and price target changes.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Benzinga, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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