Get a finance review snapshot when you need one
When a question or review comes up, use your own process to ask Notis for a compact budget and wallet snapshot.
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
Ad hoc questions can turn into a context-switching loop across finance tools.
- Get a one-off snapshot without adding a recurring task.
- Keep the YNAB context beside Coinbase wallet names.
- Use the report as a practical starting point for review.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create an incoming webhook automation asking Notis to summarize my YNAB budget context and list Coinbase wallets for a finance review snapshot.
- 3Choose the webhook trigger and the channel for run reports.
- 4Send one test request and check that the snapshot is clear and concise.
Questions about this workflow
Does the snapshot show Coinbase balances?
No. The available action retrieves a list of wallets only.
Can I request another snapshot later?
Yes. Send another request to the webhook or ask Notis conversationally.
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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