Index conference calls for every new Folder
Give a new company workstream a ready reference of relevant calls.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
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.
Why this helps
New workstreams often miss key webcast details during setup.
- Speed up workstream setup
- Keep webcast links discoverable
- Support historical context
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Benzinga once in Notis.
- 2Create an automation that builds a conference call index from the new Folder name and context.
- 3Pick ClickUp Folder Created as the trigger.
- 4Choose the channel for run reports.
- 5Test by creating one company focused Folder.
Questions about this workflow
Can it include past calls?
Yes. Ask for upcoming, historical, or both types of conference calls.
What if the Folder name is generic?
Have Notis report that it needs clearer company or ticker context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Benzinga. A trigger fires from one place; an action lands in another.
Clickup triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
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Connect any two apps with Notis in the middle.
Clickup and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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