Check your plan before making a crypto allocation decision
Notis can put your YNAB budget context and Coinbase wallet list in front of you before you decide whether a crypto plan still fits.
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
It is easy to act on a passing idea without first reopening the budget plan behind it.
- Create a pause to consult the budget before deciding.
- See Coinbase wallet names without leaving the review.
- Keep the final allocation decision with you.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Ask Notis to create a recurring prompt that summarizes my relevant YNAB budget plan and lists my Coinbase wallets before I review crypto allocation.
- 3Set a suitable recurring trigger and choose a channel for run reports.
- 4Test one run and check that it frames the result as a review, not a recommendation.
Questions about this workflow
Does Notis recommend an investment amount?
No. It can present the budget context and wallet list for you to consider.
Can it execute an allocation?
No. The available Coinbase action only lists 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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