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Refresh consensus after Folder updates

Keep a changing company workstream grounded in current analyst expectations.

Trigger

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

Action

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.

Why this helps

Folder scope changes can add or remove companies without a corresponding sentiment refresh.

  • Recheck changed company scope
  • Surface current price targets
  • Support better workstream decisions

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Benzinga once in Notis.
  • 2Create an automation that reviews the updated Folder context and summarizes matching consensus ratings.
  • 3Pick ClickUp Folder Updated as the trigger.
  • 4Choose the report destination.
  • 5Test by renaming or editing one market Folder.

Questions about this workflow

Can it handle several tickers?

Yes. Ask Notis to cover all clearly identified tickers in the updated Folder context.

Does it change analyst data?

No. It only retrieves and summarizes Benzinga consensus information.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

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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