Put upcoming earnings dates on new organizations
Plan outreach around the dates that matter to your account.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Earnings Calendar
Tool to return the earnings calendar for the next three months. use when you need a schedule of upcoming earnings across symbols.
Why this helps
Important earnings windows get lost between CRM setup and calendar planning.
- Time outreach around earnings events
- Improve account planning
- Reduce calendar research
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Alpha Vantage in Notis once
- 2Create an automation named Organization Earnings Calendar
- 3Tell Notis to retrieve the next three months of earnings events for each new organization symbol
- 4Pick New Organization Received as the trigger and choose a report channel
- 5Test with one organization that has a confirmed symbol
Questions about this workflow
How far ahead does it look?
The action returns the next three months of earnings calendar data.
What if an organization has several symbols?
Tell Notis which primary symbol to use or ask it to report each match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Alpha vantage. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Pipedrive and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Alpha vantage.