Refresh ETF details when investment spaces change
Keep portfolio planning grounded in current ETF metrics and holdings.
Trigger
Space Updated
Triggers when a Space is updated (renamed, settings changed, etc.).
Action
ETF Info
Tool to get detailed information about an etf by ticker. use after identifying the etf ticker symbol to retrieve its key metrics and top holdings.
Why this helps
Investment spaces evolve while fund details remain scattered across old research.
- Refresh fund metrics
- Surface top holdings
- Reduce repeated research
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Api Ninjas in Notis.
- 2Create an automation describing how to identify the ETF ticker and summarize its details.
- 3Pick the ClickUp Space Updated trigger.
- 4Choose where reports go.
- 5Test with one investment space update.
Questions about this workflow
What does ETF information include?
Api Ninjas can return key ETF metrics and top holdings for a ticker.
Can it track several ETFs?
Yes, ask Notis to process each clearly identified ticker in the updated space context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Api ninjas. A trigger fires from one place; an action lands in another.
Clickup triggers
Api ninjas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
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