Add consensus research to monitored record changes
Use important record changes as a cue to refresh analyst consensus for the company involved.
Trigger
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.
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
Useful company research can lag behind CRM changes when teams have to remember to switch tools and repeat lookups.
- Tie a company research refresh to a record change.
- Retrieve consensus ratings and price targets for a specified period.
- Keep missing or ambiguous company identifiers obvious.
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 record consensus research.
- 3Tell Notis which company context to use from the monitored record and ask it to retrieve Benzinga consensus ratings and summarize the data.
- 4Pick Record Updated (Generic SObject), specify the SObject type and returned values, and choose a report channel.
- 5Test with one real record update and review the match.
Questions about this workflow
What does the generic trigger monitor?
You specify an SObject type and which field values are returned. It detects record changes using SystemModstamp.
Can this compare against our prior snapshot?
A historical baseline is not provided by the described action. Supply one if you want Notis to compare changes over time.
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
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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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