Get an earnings brief when a new HubSpot contact arrives
See upcoming earnings dates alongside a new contact, without opening another research tab.
Trigger
Contact Created Trigger
Contact Created Trigger
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
A new investor or company contact can prompt follow-up research that gets lost between the CRM and market data tools.
- Spot upcoming earnings before replying or scheduling a meeting.
- Keep the contact record and market context in one follow-up routine.
- Surface missing ticker information instead of guessing.
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 check upcoming earnings for the company or ticker in the contact details or your instruction, summarize relevant dates, and flag missing identifiers.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that has a company or ticker identifier.
Questions about this workflow
Does this workflow find the ticker from a contact's name?
The available event description does not promise ticker lookup. Include a company or ticker in the contact details or the automation instruction, and ask Notis to flag missing identifiers.
What information can the earnings calendar provide?
The Benzinga action retrieves earnings calendar data, including dates, estimates, and actuals for upcoming earnings 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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
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.
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.
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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