Track Earnings Dates for New Deals
Time your conversations with public company milestones already on the calendar.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Earnings Calendar
Tool to fetch past and upcoming earnings results for a specified ticker. use when you need both historical earnings and upcoming earnings dates for a company.
Why this helps
Outreach can land at the worst time when a prospect is preparing for earnings.
- Plan better outreach timing
- Prepare for relevant business events
- Keep deal research in one report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Api ninjas in Notis once.
- 2Create an automation named Deal Earnings Check.
- 3Tell Notis to identify the public company ticker and summarize past and upcoming earnings dates.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel, then test with one real deal.
Questions about this workflow
Does this work for any deal?
It works when Notis can identify a supported public company ticker.
What does the report include?
It can include historical and upcoming earnings dates returned by Api ninjas.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Api ninjas. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Api ninjas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Earnings Calendar
Tool to fetch past and upcoming earnings results for a specified ticker. use when you need both historical earnings and upcoming earnings dates for a company.
Connect any two apps with Notis in the middle.
Pipedrive and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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