Prepare a crypto review brief when you need one
Start a focused review brief from your planning process so wallet names and budget context are ready when the conversation begins.
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
Last-minute review prep can create avoidable tab switching and leave basic account context out.
- Prepare context when a review is scheduled or requested.
- Reduce last-minute information gathering.
- Keep the discussion grounded in your budget plans.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a webhook automation with a prompt to summarize my YNAB context and list my Coinbase wallets for a crypto review brief.
- 3Select an incoming webhook trigger and choose a channel for run reports.
- 4Trigger one test brief and confirm the timing and contents suit your review.
Questions about this workflow
Can this be tied to a calendar event?
An external tool or backend can send the webhook when it detects your chosen planning event.
Does the brief include balances?
No. The available Coinbase action lists wallets only.
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.