Turn Airwallex Premium Payments Into AgencyZoom Follow-Ups
Get a clear next step into AgencyZoom when an Airwallex payment notification arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task post endpoint
Creates a task.
Why this helps
Payment updates can get buried while the team switches between finance and client records.
- Create a task from a payment notification
- Keep follow-up attached to the supplied customer or lead
- Include transaction context in the task
Setup
Build it in a few focused steps.
- 1Connect Airwallex and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create an AgencyZoom task for the linked customer or lead when an Airwallex premium payment notification arrives, including the supplied transaction details.
- 4Choose the Notis webhook trigger and configure Airwallex or your payment flow to send the relevant notification to it.
- 5Choose a report channel and test with one real payment example.
Questions about this workflow
Does this workflow read all Airwallex payments?
It acts on payment information included in a request sent to the Notis webhook. The payload must contain enough information to identify or link the AgencyZoom record.
What if the customer is not identified?
Ask Notis to create a task only when the payload includes a reliable AgencyZoom customer or lead reference, and report unmatched notifications for review.
When this happens · Trigger
Do this · Action
Creates a task.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Agencyzoom. A trigger fires from one place; an action lands in another.
Airwallex triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Airwallex and Agencyzoom, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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