Add economic calendar context to changing deals
See important releases in the market connected to an opportunity while reviewing a deal change.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Economics
Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.
Why this helps
A moving opportunity may depend on customer timing, yet market calendar research can be overlooked during pipeline changes.
- Surface relevant economic events as opportunities change.
- Use country context where available to focus results.
- Include importance and published values when present.
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 deal market events.
- 3Tell Notis to use available opportunity country context to retrieve relevant Benzinga economic events and summarize notable upcoming releases.
- 4Pick New or Updated Opportunity and choose where run reports should go.
- 5Test with one real opportunity that has country context.
Questions about this workflow
Does an opportunity always include country context?
No. Ask Notis to flag when country data is missing and avoid assuming a market.
Does this explain the impact on a deal?
It surfaces economic calendar data. The specific business impact depends on account context you provide.
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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Account Created or Updated
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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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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.
Get Economics
Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.
New Contact Trigger
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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Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.
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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