Prepare IPO calendar briefs for new users
Give new relationships a timely view of upcoming public market events.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
IPO Calendar
Tool to retrieve the ipo calendar for the next three months. use when you need a list of upcoming ipo events across markets.
Why this helps
Onboarding briefs often omit the market events that matter to an investor or partner.
- Improve onboarding relevance
- Reduce manual IPO searches
- Share a consistent three month view
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Alpha Vantage once in the Notis portal.
- 2Create an automation describing the IPO calendar brief and market scope.
- 3Choose New User Created as the trigger.
- 4Pick a report channel and test with one real new user event.
Questions about this workflow
How far ahead does the calendar look?
The action returns IPO events for the next three months.
Can the brief be limited to a market?
State the desired market scope in the instruction and ask Notis to flag unsupported filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Alpha vantage. A trigger fires from one place; an action lands in another.
Zendesk triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zendesk and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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