Start the day with upcoming watchlist earnings
Get a scheduled report of upcoming earnings for the tickers you choose to follow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Earnings Calendar V2.1
Retrieves upcoming earnings dates, estimates, and actuals.
Why this helps
A changing prospect or company watchlist makes it easy to miss which earnings dates are coming up soon.
- Review upcoming dates for a user-supplied ticker list.
- Include estimates and actuals when available.
- Put calendar checks on a recurring schedule.
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 check Benzinga earnings calendar data for your supplied watchlist and summarize upcoming dates and estimates.
- 4Choose a recurring schedule and choose where run reports go.
- 5Test with one real ticker before relying on the scheduled report.
Questions about this workflow
Where does the watchlist come from?
Provide the ticker list in your instruction or otherwise make it available to Notis. The context does not specify an Agile CRM trigger or watchlist retrieval action.
Can the report run every day?
Choose a recurring schedule in the Notis automation setup. Set the cadence that fits your review routine.
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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