Collect upcoming conference calls for customer companies
Review upcoming calls and webcasts for customer companies in one scheduled roundup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Finding relevant conference calls across many customer companies takes repeated searches and is easy to postpone.
- Consolidate call times and webcast links across accounts.
- Use company tickers and a selected date range to narrow results.
- Make preparation events easier to find before the week begins.
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 the account call roundup.
- 3Tell Notis which accounts to review and ask it to retrieve upcoming Benzinga conference calls with times and webcast URLs.
- 4Pick a weekly recurring schedule and choose where run reports should go.
- 5Test with one real account and confirm the report.
Questions about this workflow
Can I choose a date range?
Yes. Include the date range in the instruction for the conference call lookup.
Does the report include historical calls?
The action can retrieve upcoming and historical conference call details; specify upcoming calls for this roundup.
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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Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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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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