Start an account review with the useful details ready
Your checklist can start a Notis report with budget context and wallet names, so you can focus on reviewing the account setup.
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
Account reviews often stall at the first step when it is unclear which accounts and plans to open.
- Make the first step of an account review more obvious.
- Bring current wallet names into the process.
- Reduce manual context gathering before reviewing plans.
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 context and list Coinbase wallets when my account review checklist starts.
- 3Select an incoming webhook trigger and choose the channel for run reports.
- 4Trigger one test from the checklist and confirm the report helps you begin the review.
Questions about this workflow
Can Notis change Coinbase wallet settings?
No. The available action only retrieves wallets.
Can I use this without a custom checklist?
Yes. Ask Notis conversationally to run the review when you need it.
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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