Add rating action context to opportunity reviews
Bring analyst rating changes into the review of a deal that just moved or changed.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
A pipeline change can trigger urgent follow-up, while analyst rating context remains buried in a separate research tool.
- Attach rating action research to a meaningful opportunity change.
- Review analyst and price target details when available.
- Keep the summary concise for quick deal review.
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 opportunity rating research.
- 3Tell Notis to identify the opportunity's company and ticker, retrieve relevant Benzinga analyst ratings, and summarize rating actions and target details.
- 4Pick New or Updated Opportunity and choose where run reports should go.
- 5Test with one real opportunity and verify the match.
Questions about this workflow
Can Notis determine whether a deal is at risk?
The workflow can summarize rating data, but deal risk requires your own sales context and criteria.
What if the rating calendar has no matching entry?
Ask Notis to say no relevant rating action was found for the selected period.
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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New or Updated Opportunity
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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