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Notis

Capture payment customers in your CRM

When a payment brings a new customer into view, let Notis create their contact record so you can follow up without copying details by hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Person

Why this helps

Payment records and customer follow-up live in separate places, making it easy to lose a new contact.

  • Create a person from customer details in the incoming payload.
  • Keep payment context available for a prompt follow-up.
  • Reduce manual entry between finance and sales.

Setup

Build it in a few focused steps.

  • 1Connect Airwallex and CentralStationCRM in Notis once.
  • 2Create an automation in Notis and describe when a payment should create a person.
  • 3Choose a webhook trigger and arrange for Airwallex payment details to reach its URL.
  • 4Choose where Notis should send run reports.
  • 5Test with one real payment payload that includes customer details.

Questions about this workflow

Does this workflow retrieve payment data from Airwallex?

No. The webhook request must include the payment and customer details that Notis should use.

What if the payment payload has no customer information?

Tell Notis to skip contact creation and report that the details were missing.

When this happens · Trigger

Do this · Action

Checks whether the API connection is active.

Supported Triggers and Actions

Notis builds workflows that link Airwallex to Centralstationcrm. A trigger fires from one place; an action lands in another.

Airwallex triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieves an activity count, optionally filtered by person, company, deal, project, or account.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Creates a postal address for a person.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Airwallex and Centralstationcrm, or any other combination from 1,600+ integrations.

When this happens · Trigger

Do this · Action

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