Keep prospect fundamentals fresh on autopilot
Prospect data goes stale fast. This workflow refreshes company profiles for every active deal every Sunday, so Monday you're briefed on the latest fundamentals without doing research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Prospect profiles feel stale. Manually refreshing company data is tedious. Forgotten due to cognitive load. Missing updates affects deal strategy.
- Always have current company data
- No manual research burden
- Stay informed on prospect changes
- Build smarter deal strategies
Setup
Build it in a few focused steps.
- 1Connect Kommo and Yahoo Finance to Notis.
- 2Ask Notis: 'Every Sunday at 6pm, pull fresh company profiles for all our active deals and update the prospect records.'
- 3Notis will identify which deals to include (you can filter by stage, owner, or industry).
- 4Check your first Sunday update to see how profiles are formatted in Kommo.
- 5Adjust filters if needed - maybe only refresh deals in certain stages or regions.
Questions about this workflow
What company data gets synced?
Revenue, employees, industry, market cap, headquarters, key executives, recent news - whatever Yahoo Finance has on file.
What if a company ticker changes?
Notis will flag it so you can update. Tell Notis to use the company name for lookup if tickers are unstable.
Can I run this more than weekly?
Yes. Tell Notis daily, multiple times per week, or on demand. Adjust based on how active your pipeline is.
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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