Give crypto account housekeeping a repeatable routine
When housekeeping has a regular slot, it is easier to review your wallet setup without hunting for account details first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Small account reviews get deferred when starting requires opening several services and reconstructing context.
- Create a repeatable time for reviewing account setup.
- See wallet names while considering your budget plans.
- Lower the startup effort for routine financial admin.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Ask Notis to create a recurring housekeeping automation that summarizes my YNAB budget context and lists my Coinbase wallets.
- 3Choose a monthly or quarterly trigger and the channel for run reports.
- 4Test the report with one real run and confirm the wallet list is easy to review.
Questions about this workflow
Can this remove or rename wallets?
No. The available Coinbase action only retrieves wallet information.
How often should it run?
Choose a monthly or quarterly cadence that suits your account review routine.
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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