Review analyst consensus across key accounts
Use a monthly checkpoint to refresh analyst sentiment for the accounts that matter most.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Account research gets stale when it depends on remembering which companies to look up and when.
- Refresh consensus context on a predictable schedule.
- Review analyst sentiment and price targets by ticker.
- Highlight accounts that need missing company identifiers.
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 consensus review.
- 3Tell Notis which Salesforce accounts to review and ask it to retrieve Benzinga consensus ratings and price targets for known tickers.
- 4Pick a monthly recurring schedule and choose where run reports should go.
- 5Test with one real account and inspect the summary.
Questions about this workflow
Can it review only strategic accounts?
Specify how Notis should identify strategic accounts using data already available in Salesforce.
Are ratings investment advice?
The report summarizes retrieved analyst consensus data for business research; it does not make an investment recommendation.
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 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.
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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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