Keep upcoming company calls on your radar
Get a recurring view of relevant management calls and webcast details for companies you're following.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Conference Calls
Why this helps
Remembering to search for upcoming company calls can lead to missed listening opportunities or last-minute preparation.
- Search by ticker or date range on a recurring schedule.
- Surface call times and webcast URLs when available.
- Reduce last-minute event searches.
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 find conference calls for your supplied tickers or date range and summarize the available times and webcast URLs.
- 4Choose a recurring schedule and choose where run reports go.
- 5Test with one ticker or date range.
Questions about this workflow
Will it include historical calls too?
The action can retrieve upcoming and historical conference call details. Specify which period you want in the instruction.
Where do the tickers come from?
Supply the tickers in your instruction or another way available to your setup; no Agile CRM trigger is listed here.
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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