Refresh wallet data from your finance process
Put a current wallet snapshot behind the finance workflow you already use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Finance dashboards can drift when wallet data is refreshed manually and inconsistently.
- Trigger refreshes from existing systems
- Reduce stale dashboard context
- Standardize wallet reporting
Setup
Build it in a few focused steps.
- 1Connect Coinbase once in Notis.
- 2Create an automation for finance dashboard wallet refreshes.
- 3Tell Notis to list Coinbase wallets and format the result for the finance process that sent the webhook.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test by sending one real dashboard refresh request.
Questions about this workflow
Does this write directly into my dashboard?
The available action returns wallet data; your receiving process must handle any dashboard update.
Can the webhook include a report label?
Yes. Include the label in the request and tell Notis how to use it in the report.
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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