Start a Coinbase wallet audit from Todoist
Capture the audit request where you already plan work, then let Notis gather wallet context.
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
Audit preparation is easy to defer when gathering wallet details is a separate manual step.
- Make audit preparation a single task action
- Organize wallet details consistently
- Reduce missed review steps
Setup
Build it in a few focused steps.
- 1Connect Todoist and Coinbase in the Notis portal.
- 2Open Automations, choose New Automation, and enter a name and prompt.
- 3In one instruction, ask Notis to list Coinbase wallets and format the returned details for the Todoist audit request.
- 4Choose Todoist New Task Created as the trigger and select a report destination.
- 5Test by adding one audit task in Todoist.
Questions about this workflow
What information can the audit summary include?
It can summarize the wallet data returned by Coinbase. Extra audit fields must be provided separately.
Does it change wallet settings?
No. The action only retrieves wallet listings.
Can the task include audit instructions?
Yes. Put the review scope in the Todoist task so Notis can use it in the prompt.
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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