Check Coinbase wallets before a treasury decision
Start a treasury review in Todoist and get the Coinbase wallet context you need.
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
Treasury decisions stall when wallet information is scattered across tools and review notes.
- Bring wallet context into treasury planning
- Create a repeatable review habit from Todoist
- Receive one report instead of checking wallets manually
Setup
Build it in a few focused steps.
- 1Connect Todoist and Coinbase once in the Notis portal.
- 2Create a new automation from Automations, New Automation with a clear name and prompt.
- 3Tell Notis to list Coinbase wallets for a Todoist task about treasury or cash review and summarize the result.
- 4Select Todoist New Task Created, then choose the report channel.
- 5Create one real treasury task in Todoist to test the workflow.
Questions about this workflow
Does this calculate a treasury forecast?
No. It lists Coinbase wallets; any forecast assumptions must be supplied in the task or prompt.
Do I need to create a special Todoist project?
No. Create a task whose wording clearly requests the treasury review.
Can I review multiple wallets at once?
Yes. The Coinbase action retrieves all wallets available to the connected account.
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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