Check earnings timing for new Box research collaborations
When a new collaborator is invited into a company review, bring relevant earnings dates into the handoff.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
Why this helps
Adding someone to a research collaboration can require a quick status handoff, including upcoming earnings dates that are easy to miss.
- Add earnings date context to a new collaboration handoff.
- Include estimates and actuals available from Benzinga.
- Deliver the update in the channel used for automation reports.
Setup
Build it in a few focused steps.
- 1Connect Box and Benzinga once in the Notis portal.
- 2Create a new automation in Automations, then New Automation.
- 3Describe the outcome: use available invite and related Box context to identify a company, retrieve its relevant earnings calendar entries, and summarize dates and figures.
- 4Pick the Box New Pending Collaboration Invite trigger and choose where run reports go.
- 5Test with one real invite tied to a company research collaboration.
Questions about this workflow
Can an invite by itself identify the company?
It may not. A related folder or file with a clear company name or ticker gives Notis context for the lookup.
Does this send information to the invitee?
No. The result goes to the report channel you select when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Benzinga. A trigger fires from one place; an action lands in another.
Box triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Calendar Earnings Stream
Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Conference Calls
Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Get Consensus Ratings
Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Economics
Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get Newsfeed Stream
Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Get Analyst Ratings
Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Get Removed
Tool to retrieve removed or cancelled calendar events. use when you need to identify calendar items removed for specific event types or filtered by removal timestamp.
Connect any two apps with Notis in the middle.
Box and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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