Refresh wallet context for changed investor reviews
Keep financial preparation current as investor schedules shift.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Schedule changes can make a previously prepared wallet snapshot stale.
- Keep preparation current
- Reduce duplicate manual checks
- Make schedule changes easier to absorb
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for changed investor or finance reviews.
- 3Tell Notis to list Coinbase wallets and refresh the internal context when a relevant Outlook calendar event changes.
- 4Pick Calendar Event Changes as the trigger and choose where reports go.
- 5Test with one real schedule change.
Questions about this workflow
What if the event is deleted?
The workflow can report that the event changed or was deleted; wallet retrieval still follows your instruction.
Can it compare this with the previous meeting brief?
Only if the previous brief is supplied or available in the selected reporting context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coinbase. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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