See analyst actions before your next prospect call
Check the rating calendar for a company you're researching and get the actions and analyst details in one report.
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
Recent upgrades or downgrades can be useful context, but finding them means leaving your CRM research flow and searching news manually.
- Fetch analyst rating calendar data for a supplied ticker.
- Review rating actions, targets, and analyst details.
- Prepare with a focused summary rather than a broad news search.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve analyst rating calendar data for the supplied ticker and date window, then summarize rating actions and targets.
- 4Choose the webhook trigger and choose where run reports go.
- 5Test using one ticker and a date window with known activity.
Questions about this workflow
Which data does this workflow use?
It uses Benzinga's Get Analyst Ratings action, which fetches analyst ratings calendar data including rating actions, price targets, and analyst details.
Does this monitor analyst actions continuously?
No. The webhook starts a run when a request arrives. The action fetches calendar data for the request's ticker and date window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Benzinga. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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