Keep analyst consensus current for your watchlist
Set aside a scheduled moment to review consensus ratings and targets for the public companies you follow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Consensus Ratings
Retrieves analyst consensus ratings and price targets for a stock.
Why this helps
Analyst sentiment can change while a list of target companies grows, leaving research notes out of date.
- Review consensus ratings and price targets on a recurring schedule.
- Use a specified date range for each run.
- Keep a regular research checkpoint without repeated manual queries.
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 consensus ratings and targets for your supplied watchlist over the requested date range and summarize changes.
- 4Choose a recurring schedule and choose where run reports go.
- 5Test with one real ticker and date range.
Questions about this workflow
Does this track changes automatically between runs?
Each scheduled run retrieves data for the ticker list and date range you provide. The context does not guarantee a historical comparison unless you ask Notis to compare available results.
Does the workflow read Agile CRM contacts?
No Agile CRM trigger or read action is listed. Supply the ticker list in the automation instruction or another way 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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