Give every new organization a market profile
Start account research with current analyst consensus in view.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Account research varies widely when new organizations enter the CRM.
- Standardize account research
- Surface sentiment quickly
- Improve preparation for first conversations
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Benzinga in Notis once.
- 2Create an automation named Organization consensus profile.
- 3Tell Notis to identify a public company ticker associated with each new organization, retrieve Benzinga consensus ratings, and summarize targets, rating mix, and data limitations.
- 4Choose New Organization Received as the trigger and select a report channel.
- 5Test with one organization that has a confirmed ticker.
Questions about this workflow
What if the organization is private?
Notis should state that no ticker based consensus profile can be created and identify the missing public market identifier.
Can I set the date range?
Yes, specify it in the automation prompt.
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
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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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