Make wallet signals easier to follow up
Turn a scheduled wallet review into a compact next action for investor and portfolio relationships.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Trigger Nango Action
Tool to trigger nango workflow actions via api. use when you need to execute an action by specifying the connection, provider config, and action identifier.
Why this helps
Wallet activity may be worth acting on, but checking it repeatedly competes with founder priorities.
- Set a predictable time to review wallet signals.
- Route noteworthy findings into an existing connected CRM action.
- Spend less time reopening analytics just to remember what needs attention.
Setup
Build it in a few focused steps.
- 1Connect Surf and Nango to Notis once through the portal.
- 2Create an automation in the portal or tell Notis what you want in plain language.
- 3Ask Notis to review Surf wallet signals on schedule and trigger a connected CRM action for findings that warrant investor follow-up.
- 4Choose a recurring schedule and a channel for run reports.
- 5Review one scheduled run and verify the resulting CRM action is appropriate.
Questions about this workflow
Can I set this to run only on weekdays?
Yes. Select a recurring schedule that matches your preferred cadence when creating the automation.
Will it create a CRM record for every wallet?
The prompt can describe which findings deserve follow-up. Keep the instruction focused on signals that are useful to your workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Surf to Nango. A trigger fires from one place; an action lands in another.
Surf triggers
Nango actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Trigger Nango Action
Tool to trigger nango workflow actions via api. use when you need to execute an action by specifying the connection, provider config, and action identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Connections
Tool to list all connections. use when you need to retrieve existing connections.
List Connections
Tool to list all connections without credentials. use when you need connection metadata across your account without exposing credentials.
Get Provider Details
Tool to retrieve details for a specific provider. use when you need to fetch provider configuration details by name (e.g., 'salesforce'). use after selecting the provider.
List Providers
Tool to retrieve a list of all available providers. use when you need to display or iterate through every provider before creating connections.
Get Scripts Configuration
Tool to fetch the nango scripts configuration. use when you need to get the available scripts and their triggers.
Trigger Sync
Tool to trigger a sync process manually. use after establishing a connection and defining a sync.
Connect any two apps with Notis in the middle.
Surf and Nango, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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