Review Coinbase wallets from a Todoist task
Turn a wallet check task into a clear Coinbase snapshot without switching apps.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Wallet checks get postponed when they require opening another app and finding the right account context.
- Reduce context switching during finance reviews
- See all Coinbase wallets in one concise report
- Keep wallet checks tied to an explicit Todoist task
Setup
Build it in a few focused steps.
- 1Connect Todoist and Coinbase once in the Notis portal.
- 2Create an automation in Automations, New Automation and give it a name and prompt.
- 3Describe that Notis should list Coinbase wallets and summarize them when a Todoist task requests a wallet review.
- 4Pick Todoist New Task Created as the trigger and choose where run reports should go.
- 5Test it by creating one real Todoist wallet review task.
Questions about this workflow
What starts this automation?
A newly created task in Todoist starts it.
Can it send crypto?
No. This workflow only lists Coinbase wallets and summarizes the returned data.
Where does the report appear?
You choose the report channel while creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Coinbase. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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