Create a wallet context brief for each new deal
Give the deal owner the wallet context they need without another tab or lookup.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Deal owners lose momentum when payment context is scattered across sales notes and wallet tools.
- Combine deal information with current wallet inventory
- Reduce repeated manual lookups
- Give each owner a consistent briefing format
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Coinbase in the Notis portal once.
- 2Create an automation with a clear name for deal wallet briefs.
- 3Tell Notis to list Coinbase wallets for each new deal and write a brief covering relevant wallets, open questions, and next actions.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose where reports should go and test with one real deal.
Questions about this workflow
Can the brief include a specific currency?
Yes, if the deal states the currency or wallet requirement. Otherwise Notis marks it as unknown.
Is the wallet list live?
The list is retrieved when the automation runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Coinbase. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinbase.