Audit crypto references in client records
Keep account research grounded by checking recorded coin references against CoinMarketCal's available list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Coins
List available cryptocurrencies and their event counts.
Why this helps
Different spellings and shorthand in client records can make later event research inconsistent.
- Check recorded names and symbols against a known coin list.
- Flag unresolved references without silently rewriting client records.
- Support more consistent follow-up research.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CoinMarketCal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to compare recorded crypto references in AgencyZoom with CoinMarketCal's coin list and report likely matches and unresolved items.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real client record and review all uncertain matches.
Questions about this workflow
Will this edit client records?
No. The listed CoinMarketCal action returns coin information. Use the report to guide any separately authorized record cleanup.
How should duplicate symbols be handled?
The report should show ambiguity and request human confirmation instead of choosing a match without enough evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Coinmarketcal. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Coinmarketcal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Coins
List available cryptocurrencies and their event counts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Event Categories
List available event categories.
List Cryptocurrency Events
Retrieve cryptocurrency events within a date range, with optional filters.
Connect any two apps with Notis in the middle.
Agencyzoom and Coinmarketcal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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