Check Coinbase wallets after a finance tag is added
Classify the work once and let the wallet context appear automatically.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Tagged finance tasks still require a separate manual account lookup before action.
- Turns classification into action
- Improves finance task readiness
- Reduces repeated lookups
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coinbase once in the Notis portal.
- 2Create an automation for tagged finance tasks.
- 3Tell Notis to retrieve Coinbase wallets when a finance or treasury tag is added and summarize the task context.
- 4Pick Task Tag Updated as the trigger and choose a report channel.
- 5Test with one tag addition.
Questions about this workflow
Can it ignore tag removals?
Yes. Instruct Notis to report only when the relevant tag is added.
Can it use custom tags?
Yes, specify the tag names in the plain language prompt.
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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