Review analyst rating changes across active deals
Scan relevant rating actions for pipeline companies in one weekly report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Rating research is often done only when someone remembers, so notable changes can be missed across a busy pipeline.
- Collect rating action context across pipeline companies.
- Review analyst and target price details when present.
- Keep recurring research in one scheduled report.
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 opportunity rating digest.
- 3Tell Notis how to identify relevant Salesforce opportunities and ask it to retrieve Benzinga analyst rating actions for known tickers.
- 4Pick a weekly recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and review the summary.
Questions about this workflow
Can I define which opportunities count?
Describe how Notis should identify them using Salesforce data already available to the automation.
Can it notify me only about rating changes?
The report can summarize retrieved rating actions for the period you specify; ask it to make noteworthy actions easy to spot.
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.
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.
Webhook trigger
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
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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