Keep upcoming analyst rating events in view
Review rating actions and analyst details on a schedule that fits your company research routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Analyst Ratings
Why this helps
Upcoming rating actions can matter to the context of a sales conversation, but they are easy to miss among daily follow-ups.
- Review analyst rating calendar data for selected tickers.
- See rating actions, targets, and analyst details where available.
- Use a recurring checkpoint for public-company research.
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 analyst ratings calendar data for your supplied tickers and date window, then summarize relevant upcoming actions.
- 4Choose a recurring schedule and choose where run reports go.
- 5Test with one ticker and date window.
Questions about this workflow
Does this show ratings history or upcoming actions?
The action fetches analyst ratings calendar data for upcoming or historical rating actions. Specify the date window you want.
Can Notis get tickers from Agile CRM?
No Agile CRM trigger is listed. Supply the tickers in the automation instruction or through another method available to your setup.
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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