Turn account research into a cleaner market watchlist
Let Notis look up likely market symbols for companies in your The Org account research, so you can spend less time switching between company profiles and market tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Symbol Search
Tool to search for financial instruments by symbol or company name. use when you need to discover available symbols before making further data requests.
Why this helps
Manually searching each company name for a market symbol adds small tasks that are easy to postpone or repeat.
- Find likely market symbols from company names already in your account research.
- Keep symbol discovery in a recurring review instead of opening another research loop.
- Surface uncertain matches for a quick human check.
Setup
Build it in a few focused steps.
- 1Connect The Org and Twelve Data to Notis once through the portal.
- 2In Automations, create an automation and describe how to find symbols for companies in your The Org account research.
- 3Pick a recurring cron trigger and the channel for run reports.
- 4Test with one real company name and review the symbol match.
Questions about this workflow
Does this workflow monitor changes in The Org?
No. It runs on a Notis schedule and uses the company names available in your account research when it runs.
Will every company have a matching symbol?
No. Private companies and ambiguous names may not have a listed instrument, so review uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link The Org to Twelve data. A trigger fires from one place; an action lands in another.
The Org triggers
Twelve data actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Commodities
Tool to retrieve a list of supported commodities. use when you need all available commodities after obtaining a valid api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Cryptocurrencies
Tool to list all supported cryptocurrencies. use when you need the complete set of crypto symbols. use after obtaining a valid api key.
Currency Conversion
Tool to convert an amount from one currency to another. use after confirming currency codes to retrieve real-time conversion.
Dividends
Tool to retrieve dividend payout history for a specified symbol. use when you need historical dividends over multiple years.
Earnings
Tool to retrieve earnings data including eps estimates and actuals. use when you need detailed earnings history for a selected stock symbol.
EPS Revisions
Tool to provide analysts’ revisions of a company’s future eps over the last week and month. use after confirming the stock symbol.
EPS Trend
Tool to retrieve historical eps trends for a specified company. use after selecting a stock symbol to view estimated vs actual eps and surprise indicators. returns a breakdown of eps actuals, estimates, differences, and surprise percentages.
ETFS Directory
Tool to fetch a daily updated list of exchange-traded funds sorted by total assets. use when you need a directory of etfs by exchange or country.
Connect any two apps with Notis in the middle.
The Org and Twelve data, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Twelve data.