Create a wallet inventory for tax intake responses
Accounting gets the wallet inventory with the tax intake response attached.
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
Tax preparation slows down when wallet records must be gathered separately from intake answers.
- Reduce accounting handoff delays
- Keep wallet scope visible with the intake
- Highlight missing period or entity details
Setup
Build it in a few focused steps.
- 1Connect Typeform and Coinbase once.
- 2Create a new automation called tax wallet intake.
- 3Describe that Notis should review each tax response, retrieve all Coinbase wallets, and prepare an accounting handoff that identifies missing period, entity, or wallet scope.
- 4Pick Typeform New Form Response as the trigger.
- 5Select a report destination and test with one real tax submission.
Questions about this workflow
Does it calculate taxes?
No. It creates wallet inventory context only; tax calculations need additional data and review.
Can the form specify a tax period?
Yes. Include the period in Typeform so the report can call out whether it is present.
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.