Add a wallet check to month-end close
Make wallet visibility a dependable part of closing the month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Month-end close tasks are easy to miss when checks depend on memory and manual app visits.
- Add consistency to close routines
- Reduce missed wallet checks
- Create a dated review report
Setup
Build it in a few focused steps.
- 1Connect Coinbase once in Notis.
- 2Create an automation for the month-end close check.
- 3Tell Notis to list Coinbase wallets and format the result as a month-end review report.
- 4Pick a Notis cron schedule for the close date and choose where reports go.
- 5Test with one real close run.
Questions about this workflow
Can it reconcile against accounting records?
Only if you provide the accounting baseline or connect another source; this action lists Coinbase wallets.
Can I run it on the last business day?
Choose the closest supported cron schedule and adjust the timing to your close process.
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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