Add wallet context to new partner contacts
Make partner onboarding easier with a consistent wallet review.
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
Partner details arrive before you have a repeatable way to gather financial context.
- Standardize partner onboarding
- Prepare for finance conversations
- Reduce forgotten review steps
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for crypto partner contact reviews.
- 3Tell Notis to list Coinbase wallets and summarize the result when a newly added Outlook contact is a crypto partner, vendor, or ecosystem relationship.
- 4Pick New Contact Added as the trigger and choose where reports go.
- 5Test with one real partner contact.
Questions about this workflow
Can this verify the partner's wallet?
No. It lists your Coinbase wallets; it does not validate another person's wallet.
What contact details can inform the summary?
Use available contact fields and notes, plus instructions about the relationship types that matter.
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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