Attach wallet context to fundraising diligence
Fundraising diligence gets a wallet context brief as soon as the form arrives.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Founder diligence requests can become a scattered chain of finance lookups and follow ups.
- Speed up diligence preparation
- Keep wallet context attached to the request
- Identify missing evidence before a meeting
Setup
Build it in a few focused steps.
- 1Connect Typeform and Coinbase once through Notis.
- 2Create an automation named fundraising wallet brief.
- 3Tell Notis to review the new diligence response, retrieve all Coinbase wallets, and write a brief that distinguishes supplied facts from missing evidence.
- 4Pick Typeform New Form Response as the trigger.
- 5Select a report channel and test with one real diligence form.
Questions about this workflow
Does this share wallet data externally?
It reports to the channel you choose; review that destination before enabling the automation.
Can it answer investor questions automatically?
It can prepare context, but unsupported answers remain flagged for the founder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Coinbase. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform 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.