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Notis

Give new finance cards treasury context

A new finance card arrives with the wallet context needed to assess it.

Trigger

New Card Trigger

Triggered when a card is created in the specified board

Action

List Wallets

Retrieve all wallets from coinbase via the cdp sdk.

Why this helps

Finance cards can sit waiting while someone manually gathers current wallet information.

  • Speed up finance triage
  • Reduce manual wallet lookups
  • Make card review more informed

Setup

Build it in a few focused steps.

  • 1Connect Trello and Coinbase once in the Notis portal.
  • 2Create an automation for finance card context.
  • 3Tell Notis to retrieve Coinbase wallets and explain the treasury context relevant to each new card.
  • 4Pick Trello New Card Trigger.
  • 5Choose a report channel and test with one real finance card.

Questions about this workflow

Can Notis decide whether a card is finance related?

Ask it to use the card title and description, and state how to handle unclear cards.

Will it alter the Trello card?

No. The configured action retrieves wallets and reports the result.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Coinbase. A trigger fires from one place; an action lands in another.

Trello triggers

Coinbase actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Wallets

Retrieve all wallets from coinbase via the cdp sdk.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

Connect any two apps with Notis in the middle.

Trello and Coinbase, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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