Check analyst rating actions for new contact companies
Give new relationships a quick company rating context as they enter Salesforce.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Get Analyst Ratings
Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.
Why this helps
New contacts can require fast preparation, but the relevant company research is often left for later.
- Make rating action review part of new contact preparation.
- Retrieve available analyst and target details.
- Expose ambiguous company matches before they lead to mistaken research.
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 new contact rating research.
- 3Tell Notis to identify the associated company and ticker and retrieve relevant Benzinga analyst rating actions for a concise summary.
- 4Pick New Contact Trigger and choose where run reports should go.
- 5Test with one real new contact and review the match.
Questions about this workflow
Does this retrieve ratings for a person?
No. The Benzinga action retrieves analyst ratings data for a ticker, so the workflow researches the contact's associated company.
Can it handle uncertain company matches?
Ask Notis to state when company or ticker context is missing or ambiguous and request 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.
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Triggers when a new Contact is Created in Salesforce.
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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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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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