Make a quick preflight part of your review process
Before an investment review, a single request can gather the budget context and wallet names you want available for your own discussion.
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
Reviewing an idea without first finding the plan and account list can add noise to an already busy decision.
- Make the review easier to start with relevant context.
- Keep your YNAB plan close to Coinbase wallet names.
- Create a repeatable preflight without making transactions.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a webhook automation prompting Notis to summarize my YNAB review context and list my Coinbase wallets for an investment review preflight.
- 3Choose the incoming webhook trigger and a channel for run reports.
- 4Send one test request and confirm the output supports review without offering investment advice.
Questions about this workflow
Does this workflow recommend assets or trades?
No. It only presents budget context and wallet names for your own review.
Can it execute a trade?
No. The available Coinbase action lists wallets and cannot execute trades.
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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