Check earnings before the next deal step
Know whether an earnings event could change the conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
Why this helps
Important earnings dates are easy to miss during fast sales cycles.
- Spot event risk before meetings
- Prepare questions around estimates
- Keep timing decisions in the deal workflow
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Benzinga in Notis once.
- 2Create an automation named Deal earnings calendar check.
- 3Tell Notis to find the deal ticker, retrieve upcoming Benzinga earnings events, and report dates, estimates, actuals, and open questions.
- 4Choose New Deal Received as the trigger and select a report channel.
- 5Test with a deal tied to a public company.
Questions about this workflow
Can it check several tickers?
Yes, ask Notis to evaluate every clearly identified ticker in the deal context.
What does it do when no earnings event is found?
It should report that no matching event was returned for the requested range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Benzinga. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Calendar Earnings Stream
Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Conference Calls
Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Consensus Ratings
Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Economics
Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.
Get Newsfeed Stream
Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.
Get Analyst Ratings
Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.
Get Removed
Tool to retrieve removed or cancelled calendar events. use when you need to identify calendar items removed for specific event types or filtered by removal timestamp.
Connect any two apps with Notis in the middle.
Pipedrive and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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