Connect Salesforce to Benzinga
When something happens in Salesforce, Notis takes the next step in Benzinga. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Salesforce to Benzinga
Earnings Brief for Key Opportunities
Check upcoming earnings for companies tied to new or updated Salesforce opportunities and send a concise deal brief.
Analyst Consensus for New Leads
Check analyst consensus for a newly created lead's company when a ticker is available, then share a compact research note.
Economic Calendar for Account Markets
When an account changes, retrieve relevant economic calendar events for its known country and summarize notable releases.
Analyst Rating Changes for Updated Contacts
When a contact changes, check Benzinga analyst rating actions for the associated company and share relevant updates.
Conference Call Prep After a Completed Task
After a Salesforce task is completed, find relevant upcoming conference calls for the associated company and report the details.
Live News Stream for Watched Salesforce Records
When monitored Salesforce record data changes, use its company context to surface relevant live Benzinga news.
Analyst Rating Review for Opportunity Changes
Review available analyst rating actions when an opportunity changes, adding a research snapshot to deal follow-up.
Weekly Pipeline Earnings Scan
On a schedule, review active Salesforce opportunities and report upcoming Benzinga earnings for companies in the pipeline.
Monthly Account Analyst Consensus Review
Schedule a monthly review of Salesforce accounts and retrieve Benzinga consensus ratings for companies with known tickers.
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Benzinga. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Salesforce and Benzinga
Connect any two apps with Notis in the middle.
Salesforce and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benzinga.