Prepare a month end wallet reconciliation brief
End the month with one organized wallet inventory brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Month end reviews become harder when wallet records and operating periods are separated.
- Creates a consistent month end starting point
- Organizes supplied accounting context
- Reduces repetitive wallet lookups
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coinbase in the Notis portal once.
- 2Create an automation named Month end wallet reconciliation.
- 3Tell Notis to list Coinbase wallets and prepare a reconciliation brief using the supplied 7shifts period and accounting notes.
- 4Pick a monthly schedule as the trigger.
- 5Choose the report destination and test with one real period.
Questions about this workflow
Does this reconcile transactions?
No. The allowed Coinbase action lists wallets only, so transaction evidence must be supplied separately.
Can I include a close checklist?
Yes. Add the checklist in the automation 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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