Make treasury check-ins easy to find in HubSpot
Have Notis review the Coinbase wallets you name, compare results with a baseline you provide, and save a dated summary for the HubSpot company you identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of emails
Why this helps
Treasury checks can become scattered across wallet screens and personal notes, making the latest review hard to locate.
- Put recurring wallet reviews on a predictable schedule.
- Compare balances with a user-provided baseline instead of inventing expected values.
- Keep a concise review trail in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Coinbase and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Coinbase wallets to review, what baseline and notable changes to report, and which HubSpot company to associate the summary with.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real wallet review and the identified company.
Questions about this workflow
Can Notis determine whether a balance change is expected?
Only if you provide a baseline or rules for expected changes. Without that context, the summary can report observed changes but should not label them as expected or suspicious.
Does this move funds?
No. This workflow reads wallet balances and transaction history, then creates a HubSpot email engagement record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coinbase to Hubspot. A trigger fires from one place; an action lands in another.
Coinbase triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associate an existing asset with a marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Add a custom data token to an existing event template.
Archive email
Move an email to the recycling bin, where it stays inaccessible unless restored.
Archive a batch of quotes by id
Archive quotes in a batch; archived quotes cannot be restored to active status.
Archive batch of feedback submissions by id
Queue feedback submissions for archiving, removing them from active views without deleting them.
Archive batch of line items by id
Archives a batch of line items; the API cannot undo this.
Archive batch of objects by id
Archives a batch of existing CRM objects, removing them from active use in the system.
Archive batch of properties
Archives a batch of properties for a CRM object type; you can safely retry this action.
Connect any two apps with Notis in the middle.
Coinbase and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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