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Notis

Review scheduled calls for a company you're researching

Get conference call details for a security or period and keep the information with your research run.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Conference Calls V2.1

Retrieves conference call data for a selected period or security.

Why this helps

Finding which scheduled company calls matter to a prospect can take repeated searches across event listings.

  • Retrieve conference call data for a selected period or security.
  • Review calls where management discusses results or business updates.
  • Reduce repetitive searching for company event details.

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 V2.1 conference call data for the supplied period or security and summarize relevant calls.
  • 4Choose the webhook trigger and choose where run reports go.
  • 5Test with one security or period.

Questions about this workflow

What kind of event does the action cover?

It retrieves conference calls where company management discusses quarterly or annual results, business updates, and answers questions from analysts and investors.

What should I provide to the webhook?

Supply the security or period you want Benzinga to search. The action supports either selection.

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.

TriggerScheduled

Get Calendar Earnings Stream

Provides access to real-time earnings calendar updates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Conference Calls V2.1

Retrieves conference call data for a selected period or security.

ActionInstant

Get Consensus Ratings

Retrieves analyst consensus ratings and price targets for a stock.

ActionInstant

Get Earnings Calendar V2.1

Retrieves upcoming earnings dates, estimates, and actuals.

ActionInstant

Get Economics Calendar V2.1

Retrieves economic calendar events, including actual, forecast, and prior values.

ActionInstant

Get Newsfeed Stream

Provides access details for real-time newsfeed updates.

ActionInstant

Get News Channels

Lists the available news channels and their categories.

ActionInstant

Get Analyst Ratings V2.1

Retrieves analyst ratings, including upgrades, downgrades, and price target changes.

ActionInstant

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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