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Make wallet review tasks ready for their due date

When a wallet review gets a new deadline, retrieve the token balances needed to prepare for it.

Trigger

Task Due Date Updated

Triggers when a task's due date is set, changed, or cleared. `changes[]` carries `DueDateChange` entries only; `before` and `after` are millisecond-epoch strings or `null`.

Action

Get Token Balances

This tool retrieves erc20 token balances for a specified ethereum address. it can either return balances for all tokens an address has ever interacted with or for a specific set of token contract addresses. it is useful for checking token balances for wallets, monitoring erc20 token holdings, portfolio tracking, and defi applications.

Why this helps

A dated wallet review can still require a separate balance lookup before anyone can make progress.

  • Retrieve ERC-20 balances for an address included in the task context.
  • Use a due date change as a clear signal that a review needs preparation.
  • Reduce context switching between task tracking and blockchain data lookup.

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Alchemy once in Notis.
  • 2Create an automation in Notis and describe the balance lookup outcome in plain language.
  • 3Ask Notis to retrieve ERC-20 balances for the wallet address and token contracts supplied in a task when its due date changes.
  • 4Choose the ClickUp Task Due Date Updated trigger and select where run reports should go.
  • 5Test with one real task containing a wallet address and relevant token contract addresses.

Questions about this workflow

Does changing the due date itself provide a wallet address?

No. The task or your instruction must supply the address and any specific token contracts to check.

Can it check every token balance for a wallet?

The action supports retrieving all tokens the address has interacted with or a specified set of token contract addresses.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup triggers

Alchemy actions

Recurring trigger

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

TriggerScheduled

Get NFT Contract Metadata

This tool retrieves metadata for a given nft smart contract. essential for obtaining basic nft collection details such as contract name, symbol, total supply, token type (erc721 vs erc1155), contract deployer address, deployed block number, opensea metadata, and contract verification status.

ActionInstant

Webhook trigger

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

TriggerInstant

Get NFT Sales

This tool will retrieve nft sales data across various marketplaces. it allows users to query historical nft sales data with filtering options such as fromblock, toblock, order, marketplace, and limit in order to track nft sales activity, analyze historical data, monitor specific collections, and get real-time updates on nft transactions.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Get NFTs for Contract

This tool retrieves all nfts for a given contract address. it is designed to return a complete list of nfts from a specific nft collection by accepting parameters such as contractaddress (required), withmetadata (optional), pagesize (optional), and pagekey (optional). the tool is useful for analyzing collections, building nft marketplaces, and creating collection analytics.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Get NFT Owners

This tool retrieves the owner(s) for a specific nft token, supporting both erc721 and erc1155 tokens on ethereum and several layer 2 chains such as polygon, arbitrum, optimism, and base. it requires the contract address and tokenid, and returns a list of owner addresses along with an optional pagination key for further results.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Token Balances

This tool retrieves erc20 token balances for a specified ethereum address. it can either return balances for all tokens an address has ever interacted with or for a specific set of token contract addresses. it is useful for checking token balances for wallets, monitoring erc20 token holdings, portfolio tracking, and defi applications.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get Token Metadata

This tool retrieves metadata for a given token contract address, including the token's name, symbol, decimals, and logo url if available. it is essential for applications that need to display token information, handle token transfers, or manage token listings.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Get Transaction Count

This tool retrieves the number of transactions sent from a specific address (also known as the nonce). it uses the eth gettransactioncount endpoint to return the transaction count for an address at a specified block tag (latest, pending, earliest, or a hex block number), which is essential for determining the nonce for subsequent transactions.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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