Start new customer relationships with analyst sentiment
See the consensus view around a company before the first conversation gets deep.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
A new user record can signal a high value relationship, but researching the related company and analyst outlook often gets postponed.
- Create a repeatable first look at analyst sentiment
- Prioritize relationship context before follow up
- Capture ratings and price targets in one report
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Benzinga once in the Notis portal.
- 2Create an automation and name it for new user sentiment.
- 3Tell Notis: When a new Zendesk user is created, identify any company or ticker context available and retrieve Benzinga consensus ratings and price targets, clearly flagging missing ticker data.
- 4Pick the New User Created trigger and choose the run report destination.
- 5Test with one real new user record.
Questions about this workflow
What if the new user record has no ticker?
The report should state that ticker context is missing instead of inventing one.
What does Benzinga provide here?
Consensus analyst ratings and price targets over a requested date range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Benzinga. A trigger fires from one place; an action lands in another.
Zendesk triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
New User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.
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.
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.
Zendesk and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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