Turn new deals into analyst consensus briefs
Give every new opportunity a fast, evidence based market context.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Market research gets postponed while deal follow up moves quickly.
- Reduce research context switching
- Surface analyst sentiment early
- Create a consistent deal review brief
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Benzinga in Notis once.
- 2Create an automation named Deal ticker consensus brief.
- 3Tell Notis to identify the relevant ticker from each new deal, retrieve Benzinga consensus ratings for a useful date range, and summarize sentiment and targets with uncertainty noted.
- 4Choose New Deal Received as the trigger and select a report channel.
- 5Test with one real deal that includes a ticker or company name.
Questions about this workflow
What if the deal has no ticker?
Notis should flag the missing ticker and ask for one before making a market specific summary.
Can the brief include a recommendation?
It can summarize evidence and tradeoffs, but any investment decision should remain with you.
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.
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Webhook trigger
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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
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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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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