See your daily Airwallex balance history in Airtable
Keep a simple record of cash position over time, ready for a quick morning review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
A balance you checked yesterday is hard to compare today when there is no record of the earlier figure.
- Build a dated history for cash reviews
- Reduce repeated dashboard checks
- Keep multiple snapshot entries together
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the daily snapshot.
- 3Tell Notis to add available account balance information as a new Airtable snapshot entry; identify any balance source data it must receive.
- 4Choose a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the snapshot data is available and recorded.
Questions about this workflow
Can Notis read the Airwallex balance without input data?
This setup context lists no Airwallex trigger or balance retrieval event. The scheduled run needs access to balance data from an available connected source or user-provided input.
Will each run replace yesterday's snapshot?
The selected action creates multiple records. Instruct Notis to add a new dated snapshot so prior entries remain available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Airtable. A trigger fires from one place; an action lands in another.
Airwallex triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Airwallex and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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