Review analyst rating activity for a new contact
See rating actions and target changes as part of your new contact follow-up.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
A new company contact can call for quick diligence, and analyst rating history is easy to overlook when juggling follow-ups.
- Review rating actions and price targets with contact follow-up.
- Keep the analysis tied to an explicit ticker and date range.
- Surface missing identifiers before relying on a result.
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.
- 3In one instruction, ask Notis to retrieve analyst ratings for the ticker and date range supplied in the contact details or your instruction, summarize rating actions and analyst details, and flag missing inputs.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that has a ticker and date range.
Questions about this workflow
What analyst information does the action retrieve?
It fetches analyst ratings calendar data, including rating actions, price targets, and analyst details.
Can Notis infer a ticker from the contact?
The available event descriptions do not promise ticker inference. Supply the ticker in the contact context or your instruction and ask Notis to flag missing information.
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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Contact Created Trigger
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Connect any two apps with Notis in the middle.
Hubspot and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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