Never lose market context from closed deals
Closed deals are learning tools. This workflow captures the stock price and historical trend the moment a deal closes, so you build a reference library of how market conditions affected your deals.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Deals close, context is lost. Looking back, you can't remember market conditions when deals happened. Harder to improve deal timing strategy.
- Build institutional memory of deals
- See how market affected outcomes
- Improve deal timing over time
- Learn from win/loss patterns
Setup
Build it in a few focused steps.
- 1Connect Kommo and Yahoo Finance to Notis.
- 2Tell Notis: 'When a deal is marked as Won, capture the current stock price and 12-month price history and attach it to the deal record.'
- 3Notis will grab snapshot data and archive it in Kommo.
- 4Test by closing a sample deal and verifying price data attaches.
- 5Over time, you'll build a library showing how market conditions correlated with deal success.
Questions about this workflow
Should I archive prices for lost deals too?
Yes, if you want to analyze whether market conditions affected losses. Notis can do both Won and Lost automatically.
How far back should historical price data go?
Depends on your deal cycle. 3 months, 6 months, or 12 months of history typically gives good context.
Can I export this data for analysis?
Yes. Notis stores it in Kommo and can generate reports or export to sheets for further analysis.
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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