Resolve company names into reviewable ticker candidates
Turn a supplied list of company names into candidate symbols with enough listing detail to confirm before market analysis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Symbol Search
Search for ticker symbols that best match a name or keyword.
Why this helps
Building a watchlist from company names alone invites mistaken identity and repeated research.
- Search supplied company names for matching market symbols.
- Show exchange, region, and currency details for selection.
- Avoid passing an unconfirmed candidate into downstream research.
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 watchlist symbol discovery.
- 3In one instruction, ask Notis to search each supplied company name and list candidate symbols with exchange, region, and currency for confirmation.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real company name and confirm the selected listing independently.
Questions about this workflow
Does this create or update a watchlist in Agile CRM?
No. Agile CRM has no trigger events listed and no action is provided here for writing a CRM watchlist. This workflow returns candidate symbols for review.
Can it safely pick one matching symbol?
Symbol Search may return multiple close matches. Review the exchange, region, and currency details and confirm the correct listing before downstream calls.
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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When this happens · Trigger
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