Find relevant conference calls after a deal update
Keep upcoming calls and webcast links close to the deal discussion that needs them.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Finding the right company call details takes time, and useful webcast links can be missed during a busy deal handoff.
- Retrieve call times and webcast URLs for a relevant ticker.
- Make deal follow-up easier to prepare.
- Keep the report focused on the specified ticker or date range.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that Notis should retrieve conference call details for the deal's ticker or specified date range and summarize relevant times and webcast links.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and a known ticker or date range.
Questions about this workflow
Can the workflow search calls by ticker?
Yes. The conference calls action supports filtering by date range or ticker symbols. Provide the relevant ticker or date range in the deal context or instruction.
Will it create a calendar event?
The listed Benzinga action retrieves conference call details. It does not describe creating calendar events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Benzinga. A trigger fires from one place; an action lands in another.
Hubspot triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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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When this happens · Trigger
Do this · Action
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