Generate a Coinbase wallet report from Todoist
Request the report in Todoist and get a structured Coinbase wallet summary where your team reads updates.
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
Recurring wallet reports consume attention when the request, data gathering and summary happen in separate places.
- Standardize wallet report requests
- Reduce manual copy and paste
- Deliver the report to a consistent channel
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 provide a name and prompt.
- 3Tell Notis to list Coinbase wallets and produce a structured report for each new Todoist wallet report request.
- 4Choose Todoist New Task Created as the trigger and select the report destination.
- 5Test with one real report request task in Todoist.
Questions about this workflow
Can the report include historical balances?
No. The listed action returns current wallets only; historical data must be supplied by another source.
Can I choose the report format?
Yes. Describe the desired structure in the automation instruction.
Does this create a file automatically?
It returns a run report in the channel you select; file creation is not part of the listed action.
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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