Check wallet readiness for every new Zendesk user
Turn a new Zendesk profile into a clear wallet readiness signal before anyone starts a crypto related conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
New users can arrive without enough context, leaving founders to check account and wallet details manually before responding.
- Reduce manual account checks
- Give support a consistent starting point
- Surface missing wallet context early
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coinbase once in the Notis portal.
- 2Create an automation named New user wallet readiness.
- 3Tell Notis to retrieve Coinbase wallets for each new Zendesk user and summarize readiness signals without guessing missing data.
- 4Pick the Zendesk New User Created trigger and choose where run reports should go.
- 5Test with one real new user example.
Questions about this workflow
Does this create or modify a Coinbase wallet?
No. It only retrieves wallet information through the List Wallets action.
What if the Zendesk user has no matching Coinbase context?
The report should state that the needed context is missing instead of inferring a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Coinbase. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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