Run a wallet check when your budget process calls for it
If an existing finance checklist or custom tool reaches a review point, it can ask Notis to gather budget context and wallet names.
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
A useful check can be missed when it depends on remembering to start the same manual routine.
- Start a one-off review from an existing process.
- Get budget context and wallet names in one run report.
- Avoid creating a permanent schedule for an occasional task.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a webhook automation with a plain-language prompt to summarize my YNAB review context and list my Coinbase wallets.
- 3Select the incoming webhook trigger and choose a channel for run reports.
- 4Send one test request from your process and check the resulting report.
Questions about this workflow
What sends the webhook?
An external tool or custom backend that you configure can send the request to Notis.
Does the webhook cause a Coinbase transfer?
No. The 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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