Start finance admin with the context ready
When you begin a finance admin block, your checklist can trigger Notis to gather the context you would otherwise find across services.
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
Getting started takes longer when each admin session begins with locating accounts and budget notes.
- Lower the startup effort for a finance admin block.
- Keep budget context and wallet names close at hand.
- Use a checklist you already trust to start the review.
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 finance admin context and list my Coinbase wallets when I start a session.
- 3Select an incoming webhook trigger and choose a channel for run reports.
- 4Send one test request from your checklist and confirm the report is ready at session start.
Questions about this workflow
Can the report replace my finance admin checklist?
No. It provides context to use alongside your existing checklist.
Can I start it manually instead?
Yes. You can also ask Notis conversationally to run the same review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinbase.