Check institutional ownership for new research sources
Add a research data source and bring institutional ownership into the early review of its companies.
Trigger
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Action
Get institutional ownership
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Why this helps
A newly organized source can be overlooked while attention shifts to structuring the workspace.
- Makes a new research source an occasion to review ownership context.
- Supports consistent checks as research organization evolves.
- Reduces the chance that initial setup displaces substantive research.
Setup
Build it in a few focused steps.
- 1Connect Notion and MarketBeat to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Give Notis one plain-language instruction to retrieve ownership when a company research data source is created.
- 4Select Data Source Created and choose a run report channel.
- 5Create one real data source to test the workflow.
Questions about this workflow
How does this differ from Database Created?
Data Source Created fires when a data source is added. Database Created refers to the container creation event.
Can the trigger tell which source was created?
The event includes parent context. Describe the intended research source in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to MarketBeat. A trigger fires from one place; an action lands in another.
Notion triggers
MarketBeat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get financial statements
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get institutional ownership
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get analyst ratings
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Get insider trades
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Search stocks
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Get options chain
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Connect any two apps with Notis in the middle.
Notion and MarketBeat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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