Find upcoming conference calls for account companies
Keep company calls and webcasts visible as customer account details change.
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 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.
Why this helps
A company webcast can be useful preparation for a customer conversation, but remembering to look it up is easy to miss.
- Tie account updates to relevant company calls.
- Retrieve available call times, tickers, and webcast URLs.
- Make event details easier to include in account preparation.
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 conference call research.
- 3Tell Notis to identify the account company and ticker, retrieve relevant upcoming Benzinga conference calls, and summarize times and webcast links.
- 4Pick Account Created or Updated and choose where run reports should go.
- 5Test with one real account and verify the company match.
Questions about this workflow
Does it find historical calls too?
The action can retrieve upcoming and historical conference call details. Specify the date range in your instruction.
Will Notis add calls to my calendar?
It reports available call details; adding a calendar event is not part of this action.
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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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.
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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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