Review Coinbase wallets when a new HubSpot contact arrives
Get a fresh wallet overview at a useful moment, without pausing prospect work to open another app.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
A new contact can prompt a quick business or payment conversation, but switching apps to check wallet balances adds friction and interrupts follow-up.
- Reduce app switching during prospect intake.
- Get a current list of Coinbase wallets for review.
- Keep wallet information available alongside the new-contact follow-up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Coinbase once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3In one instruction, ask Notis to retrieve Coinbase wallets when a new HubSpot contact is created and summarize the result for review.
- 4Choose the Contact Created trigger and select where run reports should go.
- 5Test with one real new-contact example and confirm the report is useful.
Questions about this workflow
Does this automation send crypto or change a wallet?
No. It uses the Coinbase List Wallets action to retrieve wallet information; it does not send crypto or modify wallets.
Can it decide whether the new contact is a customer or investor?
The listed trigger only identifies a contact being created. If a decision depends on role or relationship, supply that context in your instruction or review it yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Coinbase. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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