Track economic releases in customer markets
See upcoming economic events that may matter to accounts in the markets you serve.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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.
Why this helps
Economic releases can affect customer conversations, but tracking every country across a growing account list takes time.
- Focus research on the account's known country.
- Review event importance and available actual, consensus, and prior values.
- Get a report when account details change.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account market context.
- 3Tell Notis to use the account's country to retrieve relevant Benzinga economic events and summarize important releases and available values.
- 4Pick Account Created or Updated and choose where run reports should go.
- 5Test with one real account that has a country value.
Questions about this workflow
Which country does it use?
Ask Notis to use the country recorded on the Salesforce account. If it is missing, the report should call that out.
Does it forecast the effect on an account?
It reports calendar data and importance. Any impact on a specific customer needs to come from your own context.
When this happens · Trigger
Do this · Action
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.
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Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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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.
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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.
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New Lead Trigger
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New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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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
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