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Notis

Keep campaign treasury balances in view

Start your campaign planning with a clear snapshot of your Coinbase wallets, without switching between finance tools and ActiveTrail.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Wallets

Lists all wallets in your account.

Why this helps

Campaign planning gets harder when treasury balances live in a separate tool and nobody remembers to check them.

  • See wallet balances in a regular, easy-to-scan report.
  • Reduce context switching before campaign planning.
  • Keep a record of when treasury checks ran.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Coinbase once in the Notis portal.
  • 2Create an automation from Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, ask Notis to summarize Coinbase wallet balances for campaign treasury planning.
  • 4Pick the recurring schedule trigger and choose where run reports should go.
  • 5Test with one real example and review the report.

Questions about this workflow

Does this send or move cryptocurrency?

No. It retrieves wallet information and summarizes it; the selected Coinbase action does not send funds.

Can I use this to calculate my campaign budget?

Not by itself. Ask Notis to report the wallet information available. Any budget target or conversion assumptions must be provided separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Coinbase. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Coinbase actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Wallets

Lists all wallets in your account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Asset Details

Retrieves an asset’s status, collateral weights, and borrowing limits.

ActionInstant

Get Exchange Currency

Retrieves a currency’s status, type, precision, payment methods, and conversion options.

ActionInstant

Get Historical Funding Rate

Retrieves an instrument’s historical funding rates, mark prices, and event times.

ActionInstant

Get Quote Per Instrument

Retrieves a trading instrument’s current quote, including bid, ask, recent trades, and mark prices.

ActionInstant

Get Daily Trading Volume

Retrieves daily trading volume data for specified spot or perpetual futures instruments.

ActionInstant

Get Instrument Details

Retrieves an instrument’s trading setup, margin requirements, and 24-hour statistics.

ActionInstant

Get Market Product Book

Retrieves a product’s current order book, including bids, asks, prices, and spread.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Coinbase, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Coinbase.