Gather your budget context before deciding
A process you already use can ask Notis to bring the relevant budget context and Coinbase wallets into view before you decide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Financial decisions are harder to revisit when the plan and account details have to be assembled from memory.
- Create a pause for reviewing the budget plan.
- See wallet names in the same run report.
- Let an existing process initiate the check when useful.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a webhook automation asking Notis to summarize my relevant YNAB context and list my Coinbase wallets before a finance decision.
- 3Choose an incoming webhook trigger and a channel for run reports.
- 4Send one test request and confirm it provides context without making the decision for you.
Questions about this workflow
Does Notis make the financial decision?
No. It provides information for your own consideration.
Can it send crypto after the review?
No. The available action is limited to retrieving wallets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ynab to Coinbase. A trigger fires from one place; an action lands in another.
Ynab 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.
Connect any two apps with Notis in the middle.
Ynab and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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