Review Coinbase wallets at each treasury stage
Keep account context visible as work moves from planning to execution.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Status transitions can move work forward while critical wallet context stays behind.
- Supports stage handoffs
- Keeps reviews consistent
- Makes next actions clearer
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coinbase once in the Notis portal.
- 2Create a staged treasury review automation.
- 3Describe that Notis should retrieve Coinbase wallets after a status change and explain the next checks for the new stage.
- 4Choose Task Status Updated as the trigger and select a report channel.
- 5Test it with one real status transition.
Questions about this workflow
Can it tailor the report to each status?
Yes. Name the statuses and desired review focus in the prompt.
Does it confirm a transfer?
No. Wallet listing does not confirm or execute transfers.
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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