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Finance, Invoices & Accounting

Update Crypto Portfolio Values in Airtable

At the top of every hour, it gets your portfolio from Airtable, fetches prices from CoinGecko and updates the values and total.

What it does

# Update Crypto Values ## Overview Automated workflow: Update Crypto Values. This workflow processes data and performs automated tasks. ## Workflow Details - Total Nodes: 9 - Node Types: 6 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - CoinGecko: coinGecko - Get Portfolio: airtable - Set: set - Run Top of Hour: cron - Get Portfolio Values: airtable - Determine Total Value: function - Update Values: airtable - Append Portfolio Value: airtable - Workflow Documentation: stickyNote ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. CoinGecko
  2. Get Portfolio
  3. Set
  4. Run Top of Hour
  5. Get Portfolio Values
  6. Determine Total Value
  7. Update Values
  8. Append Portfolio Value
  9. Error Handler

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