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Notis

Follow live news around monitored Salesforce records

Keep relevant company headlines close to record changes your team already watches.

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 Newsfeed Stream

Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.

Why this helps

Important headlines can arrive between account reviews, making it hard to connect changing records with current news.

  • Tie a monitored record change to current company news research.
  • Use the Benzinga news stream for immediate updates as news is created, updated, or removed.
  • Report when the record lacks enough company context to match.

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 monitored record news.
  • 3Tell Notis which company context in the record to use, then ask it to retrieve relevant live Benzinga news and summarize matching headlines.
  • 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 results.

Questions about this workflow

What records can trigger this?

The generic trigger supports a specified Salesforce SObject type and returned field values, and detects changes using SystemModstamp.

Does it send custom alerts to external channels?

The workflow reports through the Notis report destination you choose; the Benzinga action provides a news stream.

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.

TriggerScheduled

Get Calendar Earnings Stream

Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Conference Calls

Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Earnings Calendar V2.1

Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get Newsfeed Stream

Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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