Add wallet context to manager escalations
Give escalation owners the wallet context they need without another lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Escalations lose time when the reviewer has to gather related financial context manually.
- Adds consistent context to urgent handoffs
- Keeps the escalation report concise
- Avoids a separate wallet lookup
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coinbase in the Notis portal once.
- 2Create an automation named Manager escalation wallet context.
- 3Tell Notis to list Coinbase wallets and append only relevant wallet context to the incoming escalation report.
- 4Choose a webhook trigger and select a report channel.
- 5Send one real manager escalation request to test the workflow.
Questions about this workflow
Will it decide how to resolve the escalation?
No. It supplies wallet context for the manager or finance owner to decide.
Can the report omit unrelated wallets?
Yes. Describe the relevance rule in your plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Coinbase. A trigger fires from one place; an action lands in another.
7shifts triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
7shifts and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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