Summarize Coinbase wallets for new Zendesk users
Replace scattered wallet checks with one readable summary attached to the moment a user enters Zendesk.
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
Teams lose time switching between a support inbox and wallet tools just to assemble a basic account snapshot.
- Cut context switching
- Standardize onboarding notes
- Make wallet information easier to scan
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coinbase once in the Notis portal.
- 2Create an automation named New user wallet summary.
- 3Describe that Notis should retrieve all Coinbase wallets and write a concise summary for the newly created Zendesk user, calling out unavailable context.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Can the summary include information Zendesk does not provide?
No. Notis can only summarize returned wallet data and should identify missing inputs.
Can I send the report to a shared channel?
Yes. Choose the report destination during automation setup.
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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