Check Coinbase wallets for every new treasury task
Start treasury work with the account inventory already in view.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
New treasury tasks often begin with a manual search for the right wallet context.
- Shortens task startup time
- Provides a consistent wallet snapshot
- Helps identify missing context early
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coinbase once in the Notis portal.
- 2Create an automation and name the treasury workflow.
- 3Tell Notis to retrieve Coinbase wallets for newly created treasury tasks and summarize the relevant context without inventing balances.
- 4Choose Task Created as the trigger and select a report channel.
- 5Test it with one real treasury task.
Questions about this workflow
Can it calculate a total portfolio value?
Only if the returned wallet data includes the needed values and the prompt asks for that calculation.
What happens for unrelated tasks?
Ask Notis to identify whether the task is treasury-related and report only when it is.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Coinbase. A trigger fires from one place; an action lands in another.
Clickup triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Folder Created
Triggers when a new Folder is created.
Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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