Know when prospects report earnings
Give Notis a prospect ticker and get the upcoming earnings context before your next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Earnings Calendar V2.1
Retrieves upcoming earnings dates, estimates, and actuals.
Why this helps
A prospect's earnings announcement can change the timing and focus of a sales conversation, but tracking each company's reporting date takes extra research.
- See upcoming report dates and available estimates or actuals.
- Bring relevant market timing into prospect research.
- Avoid checking company calendars one ticker at a time.
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.
- 3In one instruction, ask Notis to use supplied prospect tickers to retrieve upcoming earnings dates and summarize relevant details.
- 4Choose the webhook trigger and choose where run reports go.
- 5Test with one real ticker sent through the webhook.
Questions about this workflow
Does Agile CRM provide the trigger for this automation?
No. Agile CRM exposes no trigger events here, so a Notis webhook starts the automation when it receives a request containing the ticker.
What does Benzinga return?
The Earnings Calendar V2.1 action retrieves earnings calendar data, including dates, estimates, and actuals when available.
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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