Bring wallet context into your closeout checklist
An existing closeout checklist can start a Notis run that collects the budget context and wallet names you need to review.
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
Closeout checklists often require repeated manual lookups that interrupt the flow of finishing finance admin.
- Gather review context when your checklist reaches the right step.
- Reduce manual account lookups during closeout.
- Keep the report focused on budget context and wallets.
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 YNAB closeout context and list Coinbase wallets for the checklist.
- 3Choose an incoming webhook trigger and a channel for run reports.
- 4Send a real or test closeout request and verify the report arrives.
Questions about this workflow
Can this complete the closeout automatically?
No. It supplies information for your review and does not reconcile or change transactions.
Can a checklist service trigger it?
Yes, if that service or a custom backend can send an HTTP request to the Notis webhook.
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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