Create a weekly Coinbase wallet oversight report
Turn a recurring wallet check into a short oversight report that tells you what deserves attention this week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Weekly finance routines slip when the review requires remembering another login, another report, and another checklist.
- Keep oversight visible
- Create a repeatable review habit
- Separate facts from follow-up
Setup
Build it in a few focused steps.
- 1Connect Coinbase once in the Notis portal.
- 2Create an automation named Weekly wallet oversight.
- 3Tell Notis to retrieve wallets weekly and organize the report into current facts, open questions, and suggested human follow-up.
- 4Pick a weekly cron trigger.
- 5Choose the report destination and test with one real run.
Questions about this workflow
Does the report prove that wallets are compliant?
No. It summarizes returned wallet data and cannot replace a compliance review.
Can the report include a custom checklist?
Yes. Add the checklist to the plain language instruction.
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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