Prepare for relevant company conference calls
Turn a completed research or follow-up task into a short list of upcoming conference calls to consider.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 completed task can leave the next research step unclear, especially when an earnings call or webcast is approaching.
- Use task context to identify a company for follow-up research.
- Retrieve call times, tickers, and webcast URLs when available.
- Make the next research step easier to spot.
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 conference call follow-up.
- 3Tell Notis to use the completed task's related company and ticker to retrieve upcoming Benzinga conference calls and report times and webcast URLs.
- 4Pick Task Created or Completed and use its available Status or Subject filter if helpful; choose a report channel.
- 5Test with one real completed task and check the company match.
Questions about this workflow
Can I limit this to particular tasks?
The trigger supports optional filtering by task Status or Subject. Select a relevant filter when picking the trigger.
Will it create a calendar event?
No. It retrieves conference call details and reports them for your review.
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.
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
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Record Updated (Generic SObject)
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New Lead Trigger
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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.
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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