Refresh ETF details after profile changes
Keep fund research current when subscriber preferences change.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
ETF Info
Tool to get detailed information about an etf by ticker. use after identifying the etf ticker symbol to retrieve its key metrics and top holdings.
Why this helps
Investment preference changes can leave old fund metrics in internal notes and follow-up plans.
- Refresh fund facts on change
- Reduce stale research
- Keep follow-up context consistent
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Api ninjas once in Notis.
- 2Create an automation named ETF profile refresh.
- 3Tell Notis to identify the ETF ticker, fetch detailed fund information and top holdings, and summarize the update.
- 4Pick the Mailchimp Profile Update Trigger and choose a report channel.
- 5Test with one profile update containing an ETF ticker.
Questions about this workflow
What does the ETF action return?
It returns detailed ETF information, key metrics, and top holdings for the ticker.
Can it recommend an ETF?
No. It retrieves information for a ticker you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Api ninjas. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Api ninjas actions
Recurring trigger
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Connect any two apps with Notis in the middle.
Mailchimp and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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