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Check economic events around a prospect meeting

Know which scheduled economic releases may coincide with a planned company conversation.

Trigger

Webhook received

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

Action

Get Economics

Why this helps

A major economic release can shape the day’s market context, yet it may be missed when planning calls from CRM alone.

  • Retrieve economic events with actual, consensus, and prior values.
  • Filter by date, country, importance, or update timestamp.
  • Bring economic timing into a prospect preparation report.

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 economic events for the supplied date, country, or importance criteria and summarize relevant values.
  • 4Choose the webhook trigger and choose where run reports go.
  • 5Test with one real date and country or importance filter.

Questions about this workflow

Does Benzinga provide forecasts for each economic event?

The action returns actual, consensus, and prior values where available, along with importance information.

Can this decide whether to reschedule a sales call?

It can surface event timing and values for review. Any rescheduling decision should use timing or business rules you supply.

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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