Bring a Coinbase wallet snapshot into deal-stage reviews
When a deal moves forward, have the wallet overview ready with the update so the next decision takes fewer context switches.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Deal reviews and cash planning often happen in separate tools, making it easy to delay a quick treasury check while handling sales follow-up.
- Surface wallet information around a meaningful deal milestone.
- Reduce the need to open Coinbase during deal review.
- Keep a report available for the next planning conversation.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Coinbase once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Ask Notis in one instruction to retrieve Coinbase wallets when a HubSpot deal stage changes and report the result for review.
- 4Choose the Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal-stage update and confirm the report fits your review routine.
Questions about this workflow
Will this workflow know the deal amount or expected close date?
The listed action retrieves wallets. Include relevant deal context in your instruction if available from the trigger; otherwise provide the missing context separately.
Does the workflow transfer funds based on the deal stage?
No. The only listed Coinbase action is List Wallets, which retrieves wallets and does not perform transfers.
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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