Add wallet context to new crypto contacts
Give new finance relationships a clear wallet starting point.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
New contacts can create follow-up work without a consistent financial context check.
- Standardize crypto contact onboarding
- Surface wallet context early
- Reduce dropped follow-ups
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for crypto-related new contacts.
- 3Tell Notis to list Coinbase wallets when a newly added Outlook contact appears related to crypto, treasury, or payments.
- 4Pick New Contact Added as the trigger and choose where reports go.
- 5Test with one real contact.
Questions about this workflow
Does adding a contact change Coinbase data?
No. The workflow only retrieves and summarizes wallet information.
How does it know the relationship is crypto-related?
Your instruction can ask Notis to use the contact name, company, title, and notes when available.
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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