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Turn client wallet addresses into clear token portfolio briefs

Stop switching between CRM notes and blockchain explorers. Send a wallet address to Notis and get a readable token portfolio summary.

Trigger

Webhook received

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

Action

Get Tokens By Address

Fetches fungible token balances and details for wallet addresses across supported networks.

Why this helps

Client wallet details sit in project notes while token holdings require a separate blockchain lookup.

  • Summarize token holdings across supported networks
  • Keep client context and blockchain research in one workflow
  • Reduce manual explorer lookups

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Alchemy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to use the incoming wallet address to retrieve tokens and summarize balances and available token details.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Test with one real wallet address and review the report.

Questions about this workflow

Does this automation move tokens?

No. The selected Alchemy action retrieves token information; it does not send transactions.

What starts the automation?

A webhook request starts it. Include the relevant wallet address in the request context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agiled triggers

Alchemy actions

Recurring trigger

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

TriggerScheduled

Compute NFT Rarity

Compares each NFT trait’s prevalence within its collection to show how common or rare it is.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Collections for Owner

Retrieves NFT collections held by an Ethereum wallet, with ownership counts and collection details.

ActionInstant

Get NFTs for Contract

Retrieves all NFTs for a given contract.

ActionInstant

Get NFT Collection Metadata

Retrieves collection details, such as its description, social links, and floor price.

ActionInstant

Get Contracts for Owner (NFT API v3)

Lists NFT contracts owned by an address with contract and collection details.

ActionInstant

Get Token Balances

Retrieves ERC-20 token balances for an Ethereum address.

ActionInstant

Get Contract Metadata Batch V3

Retrieves metadata for multiple NFT contracts in one request.

ActionInstant

Get Token Metadata

Retrieves an Ethereum token's name, symbol, decimals, and logo.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Alchemy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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