Keep contact follow-up in step with earnings dates
A quick earnings check can add useful timing context to an updated customer or prospect relationship.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
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.
Why this helps
Teams often notice contact updates but overlook a nearby earnings date that could shape a useful conversation.
- Check earnings when company contact context changes.
- See dates and estimates when available.
- Report missing identifiers for quick cleanup.
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 contact earnings context.
- 3Tell Notis to identify the contact's associated company and ticker, retrieve relevant upcoming earnings, and summarize dates and estimates.
- 4Pick Contact Updated and choose where run reports should go.
- 5Test with one real updated contact and review the company match.
Questions about this workflow
Will every contact update cause a useful report?
The trigger fires when an existing contact is modified. You can make the instruction focus on updates with usable company context.
Can it tell whether the earnings result is good or bad?
It reports available calendar data such as estimates and actuals. Interpretation needs 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.
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.
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Account Created or Updated
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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.
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New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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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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