Prepare for conference calls from CRM notes
Keep call dates and webcast links attached to the opportunity context.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Conference call details often require a separate search at the worst possible time.
- Reduce last minute searching
- Keep call logistics visible
- Prepare around relevant company events
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Benzinga in Notis once.
- 2Create an automation named Note conference call prep.
- 3Tell Notis to identify the ticker, retrieve relevant Benzinga conference calls, and report times, webcast URLs, and whether each call is upcoming or historical.
- 4Choose New Note Received as the trigger and select a report channel.
- 5Test with a note containing a company and intended call date.
Questions about this workflow
Can it filter by date?
Yes, include the desired date range in the note or automation instruction.
Will it join the call?
No. It retrieves conference call details and links for your preparation.
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
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.
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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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