Turn rating notes into a decision brief
Replace scattered searches with a concise view of rating activity.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Analyst changes can be missed when they are only mentioned in deal notes.
- Catch recent rating actions
- Prepare sharper customer conversations
- Keep source context with the note
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Benzinga in Notis once.
- 2Create an automation named Note analyst rating review.
- 3Tell Notis to extract the ticker and date range from each note, retrieve Benzinga analyst ratings, and summarize actions, targets, analysts, and unresolved questions.
- 4Choose New Note Received as the trigger and select a report channel.
- 5Test with a note that references a public company.
Questions about this workflow
Can it compare several analysts?
Yes, ask for a comparison when the returned Benzinga records include multiple analysts.
What if the note has only a company name?
Notis should request or confirm a ticker before retrieving ticker specific ratings.
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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