Time new relationship outreach around conference calls
See the next webcast or call before you plan the follow up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Relationship owners can miss a company's upcoming call and lose a useful moment for outreach or preparation.
- Find upcoming call times quickly
- Keep webcast links in the handoff
- Use historical calls for account research
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Benzinga once in the Notis portal.
- 2Create an automation for new user conference calls.
- 3Tell Notis: When a new Zendesk user is created, retrieve Benzinga conference calls for the supplied ticker and date range, then summarize times, tickers, and webcast URLs.
- 4Pick the New User Created trigger and choose the run report channel.
- 5Test with one real user record.
Questions about this workflow
Can it search both upcoming and historical calls?
Yes, the conference call action supports upcoming and historical details.
What inputs are needed?
A ticker, date range, or both should be supplied when available.
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.
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.
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.
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.
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.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benzinga.