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Enrich new ClickUp tasks with earnings calendar data

Give every market related task the earnings context it needs before work starts.

Trigger

Task Created

Triggers when a new task is created in the configured Workspace.

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

Founders lose time checking earnings dates manually before planning market work.

  • Add earnings dates to new task context
  • Surface estimates and reported actuals quickly
  • Reduce manual calendar lookups

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Benzinga once in Notis.
  • 2Create an automation and describe that new tasks should be checked for ticker mentions and enriched with relevant earnings calendar data.
  • 3Pick ClickUp Task Created as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real market related task.

Questions about this workflow

Does this create a new ClickUp task?

No. It analyzes the created task and returns Benzinga earnings calendar findings in the configured report channel.

What if the task has no ticker?

Ask Notis to report that no ticker was found and skip the lookup.

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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