Keep wallet follow-ups moving from Todoist
Create the follow-up once and receive the Coinbase wallet context automatically.
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
Finance follow-ups get lost when the reminder exists in one tool but the required wallet context lives elsewhere.
- Tie follow-up work to current wallet context
- Reduce repeated app switching
- Make finance handoffs easier to resume
Setup
Build it in a few focused steps.
- 1Connect Todoist and Coinbase through the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Describe in one instruction that Notis should list Coinbase wallets for each new wallet follow-up task and summarize the result.
- 4Select Todoist New Task Created and choose where reports should be delivered.
- 5Create one real follow-up task to test the automation.
Questions about this workflow
Can Notis decide what follow-up is required?
It can summarize the listed wallets, while the follow-up decision should be stated in the task or prompt.
What happens if the task is unrelated to wallets?
The automation will still follow its prompt, so use clear wallet wording in tasks intended to run it.
Does this send reminders?
No. Todoist creates the task; this workflow retrieves Coinbase wallet data.
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
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.