Add Coinbase wallet context to ClickUp finance comments
Turn finance comments into informed next steps with current wallet visibility.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Important finance discussions can stall while someone manually checks account context.
- Speeds comment triage
- Keeps finance discussions grounded
- Reduces manual wallet lookups
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coinbase once in the Notis portal.
- 2Create the automation from Automations, New Automation.
- 3Tell Notis to retrieve Coinbase wallets when a ClickUp comment concerns balances, transfers, or wallet operations, then summarize the result.
- 4Choose Task Comment Posted as the trigger and select a report channel.
- 5Run a test using one real finance comment.
Questions about this workflow
Will every comment trigger a report?
The automation can instruct Notis to assess whether the comment is finance-related before reporting.
What if the comment lacks enough detail?
Ask Notis to state what is missing instead of guessing.
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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