Keep upcoming account earnings on your radar
Get a recurring heads-up about scheduled earnings for the CRM company tickers you choose to monitor.
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
Upcoming earnings can matter to an account conversation, but checking several calendars by hand is easy to postpone.
- Check a supplied list of account tickers against the upcoming calendar.
- See matching earnings dates in a recurring report.
- Keep the watchlist limited to symbols you explicitly provide.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the account earnings watch.
- 3In one instruction, ask Notis to compare the supplied account ticker list with the earnings calendar and report matches and dates within the returned next three months.
- 4Choose a recurring Notis cron schedule and select where run reports should go.
- 5Test with one real ticker list and confirm the matching calendar entries.
Questions about this workflow
Does Agile CRM provide a trigger for this schedule?
No Agile CRM trigger events are listed. This workflow runs on a Notis cron schedule, using the ticker list and account context supplied in the automation prompt or request context.
How far ahead does the calendar look?
The listed Earnings Calendar action returns the calendar for the next three months. Report only the dates present in the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Alpha vantage. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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