Automating Coinbase Business: Invoicing and Payment Notifications with B3OS

Managing crypto payments often involves manual tracking and fragmented communication between finance and operations teams. By integrating Coinbase Business with B3OS, teams can automate the lifecycle of an invoice—from link generation to real-time notification—ensuring that payment status is always visible to the right stakeholders without manual intervention.

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What you will learn

• Connect Coinbase Business to B3OS to eliminate manual dashboard monitoring.
• Automate the generation of payment links for vendors and clients via Slack.
• Configure real-time alerts for incoming payments to improve accounting speed.
• Customize notification data to include transaction hashes, amounts, and timestamps.
• Route financial alerts to your preferred channels, including Slack, Telegram, and email.

Bridging Coinbase Business and Team Operations

Coinbase Business provides a robust infrastructure for handling crypto payments, but monitoring those transactions often requires constant dashboard checking. B3OS allows you to connect your Coinbase Business account directly to your existing communication stack, turning static payment data into active, actionable workflows.

By automating these flows, you reduce the administrative burden on your finance team and eliminate the risk of missing incoming payments. Whether you are invoicing vendors or clients, B3OS ensures that every transaction triggers a clear, standardized process.

Generating Payment Links on Demand

The first step in streamlining your accounts receivable is simplifying how payment links are created and shared. Instead of manually logging into Coinbase to generate a link and then pasting it into a chat, you can configure a B3OS template to handle this automatically.

When you trigger the workflow, B3OS generates the payment link and pushes it directly to your preferred Slack channel. This keeps the entire invoicing process within your team's workspace, providing a clear audit trail and faster turnaround times for vendor requests.

Real-Time Payment Monitoring

Once an invoice is sent, the next challenge is tracking when funds actually arrive. B3OS solves this by monitoring your Coinbase Business account for incoming transactions in perpetuity.

You can set up automated alerts that fire the moment a payment is confirmed. These notifications can be customized to include essential data points such as the transaction amount, vendor identity, the transaction hash, and the exact timestamp. This proactive approach ensures that your accounting team is updated instantly, without needing to refresh a bank portal.

Customizing Your Notification Stack

Automation is only effective if the information reaches the right people. B3OS supports multi-channel notifications, allowing you to route payment alerts to Slack, Telegram, Discord, email, or even SMS.

By tailoring your alert channels, you can ensure that critical financial updates are prioritized. For instance, you might route high-value transaction alerts to a dedicated finance email, while smaller vendor payments are sent to a general Slack channel for visibility.

Workflow ideas to try in B3OS

• Automated Vendor InvoicingTrigger a B3OS workflow to generate a Coinbase Business payment link and post it to a specific client Slack channel.
• Instant Payment Reconciliation AlertsMonitor your Coinbase account and receive an automated notification with transaction details the moment a payment is confirmed.
• Recurring Contractor PaymentsSchedule recurring payments on the first of every month using Coinbase Business integrated with B3OS automation.

Frequently asked questions

Do I need to write code to connect Coinbase Business to B3OS?

No, B3OS is a no-code platform designed to allow users to build and manage workflows through an intuitive interface.

Which communication channels can receive B3OS alerts?

B3OS supports a variety of channels including Slack, Telegram, Discord, email, and SMS.

Can I customize the information included in payment alerts?

Yes, B3OS allows you to configure which fields are included in your notifications, such as amount, vendor name, transaction hash, and timestamp.