See which AgencyZoom clients have earnings coming up
Send a request when you need a focused earnings calendar for companies in your client book.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Earnings Calendar V2.1
Retrieves upcoming earnings dates, estimates, and actuals.
Why this helps
Checking each client company against an earnings calendar takes time and makes upcoming reporting dates easy to miss.
- Review upcoming earnings dates alongside relevant client names.
- Get available estimates and actuals without checking each ticker manually.
- Use an on-demand request when a client conversation makes the information timely.
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 to identify relevant client companies from the request context, find their earnings calendar data, and summarize dates, estimates, and actuals when available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and verify the companies and earnings details in the report.
Questions about this workflow
How does this start?
An HTTP request to the Notis webhook starts the automation. AgencyZoom does not provide a listed trigger event.
Does this automatically know which clients matter?
The prompt should describe the client context to use. If the request does not identify relevant companies or tickers, Notis may need that context supplied.
Does the calendar guarantee that every company has an earnings date?
No. The report can only summarize data returned by Benzinga for the companies it can identify.
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.
Get Calendar Earnings Stream
Provides access to real-time earnings calendar updates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Conference Calls V2.1
Retrieves conference call data for a selected period or security.
Get Consensus Ratings
Retrieves analyst consensus ratings and price targets for a stock.
Get Earnings Calendar V2.1
Retrieves upcoming earnings dates, estimates, and actuals.
Get Economics Calendar V2.1
Retrieves economic calendar events, including actual, forecast, and prior values.
Get Newsfeed Stream
Provides access details for real-time newsfeed updates.
Get News Channels
Lists the available news channels and their categories.
Get Analyst Ratings V2.1
Retrieves analyst ratings, including upgrades, downgrades, and price target changes.
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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