Walk into every call fully prepared
Call scheduled, you've got 30 minutes to prep. This workflow instantly pulls the company profile so you're briefed on fundamentals before you dial, not scrambling during the intro.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get company profile
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Why this helps
Call scheduled, time crunch, prep is frantic. Miss company context. Calls are less effective because you're catching up.
- Start calls fully briefed
- Reduce pre-call anxiety
- Improve call quality and close rates
- Build credibility with context
Setup
Build it in a few focused steps.
- 1Connect Kommo and Yahoo Finance to Notis.
- 2Tell Notis: 'When I schedule a call with a prospect in Kommo, pull their company profile and send it to me 30 minutes before the call starts.'
- 3Notis will extract the call time from Kommo and trigger the profile pull automatically.
- 4Test by scheduling a sample call and verify the profile arrives 30 minutes before.
- 5Now you're always walking into calls with company fundamentals in hand.
Questions about this workflow
What if I schedule a call last-minute?
Notis will still pull the profile immediately and send it right away. Better late prep than no prep.
Can I ask Notis for other pre-call intel too?
Yes. Ask Notis to include recent news, key executive names, or industry trends in the profile.
What if the prospect is a private company?
Notis will note they're private and pull whatever public data exists (news, industry profile). You can manually add internal notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Kommo to Yahoo Finance. A trigger fires from one place; an action lands in another.
Kommo triggers
Yahoo Finance actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get historical prices
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get company profile
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Get market news
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Get quote
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Search tickers
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Connect any two apps with Notis in the middle.
Kommo and Yahoo Finance, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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