Keep a recurring snapshot of treasury token balances
Let a schedule bring the latest token balance snapshot to your chosen report channel, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Token Balances
Retrieves ERC-20 token balances for an Ethereum address.
Why this helps
Routine treasury checks are easy to postpone when they depend on remembering to open a blockchain tool.
- Create a recurring prompt for a treasury wallet review.
- Get holdings summarized in a familiar report channel.
- Make changes in balances easier to spot between check-ins.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Alchemy once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: On each run, retrieve the ERC-20 token balances for the Ethereum treasury address I provide and summarize the holdings.
- 4Pick the Notis cron trigger and set the recurring schedule.
- 5Choose where run reports should go, then test with one real address.
Questions about this workflow
Does the schedule watch balances continuously?
No. It runs at the recurring times you choose and retrieves a snapshot for each run.
Can it identify changes from the previous run?
Only if the prior snapshot is available to the automation. Otherwise, it can report current balances without claiming a change history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Alchemy. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Alchemy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get NFT Collection Metadata
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Get Contracts for Owner (NFT API v3)
Lists NFT contracts owned by an address with contract and collection details.
Get Token Balances
Retrieves ERC-20 token balances for an Ethereum address.
Get Contract Metadata Batch V3
Retrieves metadata for multiple NFT contracts in one request.
Get Token Metadata
Retrieves an Ethereum token's name, symbol, decimals, and logo.
Connect any two apps with Notis in the middle.
Agile CRM and Alchemy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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