See upcoming earnings dates alongside Salesforce opportunities
Know when an earnings announcement may affect an active opportunity, without leaving your sales workflow.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Earnings Calendar
Tool to return the earnings calendar for the next three months. use when you need a schedule of upcoming earnings across symbols.
Why this helps
A key earnings date can arrive while an opportunity is active, leaving you to check calendars manually during an already busy day.
- Surface relevant earnings dates as an opportunity changes.
- Keep company research close to the sales context.
- Reduce manual calendar checks.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to check the upcoming earnings calendar for the company symbol and summarize dates relevant to the opportunity.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
- 5Test with one real opportunity that includes a company symbol.
Questions about this workflow
How does Notis know which company to check?
Tell Notis where to find the company's symbol in the Salesforce record, or include the symbol in your instruction. If the record has no symbol, the workflow needs one supplied before it can make a relevant calendar check.
How far ahead does this calendar look?
The available Alpha Vantage action returns earnings calendar data for the next three months.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Alpha vantage. A trigger fires from one place; an action lands in another.
Salesforce triggers
Alpha vantage 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.
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Connect any two apps with Notis in the middle.
Salesforce and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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