Add analyst consensus to prospect research
Bring a concise view of analyst ratings and targets into the research you do before a sales call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Consensus Ratings
Retrieves analyst consensus ratings and price targets for a stock.
Why this helps
Preparing for a conversation with a public company can mean switching between CRM notes and market research to understand the current analyst view.
- Retrieve consensus ratings and price targets for a supplied ticker and date range.
- Keep market context alongside CRM-driven research.
- Reduce manual research before a prospect conversation.
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.
- 3Tell Notis to retrieve consensus ratings and price targets for the supplied ticker and date range, then summarize them.
- 4Choose the webhook trigger and choose where run reports go.
- 5Test with one real ticker and date range.
Questions about this workflow
Can Notis infer a ticker from Agile CRM?
This setup uses a webhook request with a ticker supplied in the request. The provided context does not list an Agile CRM trigger.
What information does this action retrieve?
Benzinga's Get Consensus Ratings action returns consensus analyst ratings and price targets for a specified ticker over a date range.
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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