Map earnings windows for new accounts
Plan account outreach around the dates that matter.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Teams discover earnings timing too late to adjust outreach or preparation.
- Plan outreach around events
- Improve account timing
- Keep estimates and actuals in one brief
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Benzinga in Notis once.
- 2Create an automation named Organization earnings window.
- 3Tell Notis to identify the organization ticker, retrieve Benzinga earnings calendar records, and summarize upcoming dates, estimates, actuals, and confidence limits.
- 4Choose New Organization Received as the trigger and select a report channel.
- 5Test with a public company organization.
Questions about this workflow
Can it cover historical earnings too?
Yes, request a date range that includes historical records if available from the action.
What if the ticker match is ambiguous?
Notis should flag the ambiguity and ask for confirmation.
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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No card. Works with personal or business Benzinga.