Flag wallet exceptions before a new deal moves forward
Surface wallet questions early so they do not become late deal surprises.
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
Small wallet ambiguities become urgent escalations when they are discovered after a deal advances.
- Identify wallet coverage gaps early
- Separate confirmed facts from open questions
- Give the team a short exception list to resolve
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Coinbase in the Notis portal once.
- 2Create an automation for new deal wallet exception reviews.
- 3Tell Notis to list Coinbase wallets, compare the result with the new deal context, and report only material exceptions or missing inputs.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel and test with one real deal.
Questions about this workflow
What counts as an exception?
Notis can flag missing deal requirements, unclear wallet purpose, or wallet information that does not support the stated need.
Will it make a transaction?
No. The Coinbase action only lists wallets.
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
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