Give new finance folders an instant wallet index
A new folder is a chance to make the right context easy to find.
Trigger
New Folder Created in Root
Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
New project folders quickly fill with documents while the related wallet reference remains elsewhere.
- Creates a consistent folder kickoff report
- Keeps wallet names and balances easy to reference
- Reduces searching across finance tools
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Coinbase once in Notis.
- 2Create an automation named Root folder wallet index.
- 3Tell Notis to retrieve Coinbase wallets when a new root folder is created and produce a short wallet reference brief for the folder's likely purpose.
- 4Pick New Folder Created in Root as the trigger and choose where reports should go.
- 5Test it by creating one sample root folder.
Questions about this workflow
Can Notis place the report inside the folder?
The available action retrieves wallets and the workflow produces a report; folder placement depends on connected Notis reporting options.
What if the folder purpose is unknown?
The report can state that the purpose was not supplied and provide a neutral wallet index.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Coinbase. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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