Connect Airwallex to Close

When something happens in Airwallex, Notis takes the next step in Close. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Logs, sends, or schedules an SMS on a Close lead; sending requires A2P 10DLC compliance.

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Examples

Ways Notis can move work from Airwallex to Close

Follow up on an Airwallex payment issue

Turn an Airwallex payment alert sent to a Notis webhook into a focused follow-up task in Close.

Draft a payment confirmation email

Use a webhook request containing Airwallex payment details to prepare an unsent Close email activity for review.

Add an Airwallex customer as a Close lead

Create a Close lead from customer and business details supplied in a Notis webhook request.

Create a Close task from a scheduled cash review

On a recurring schedule, review Airwallex information available to Notis and create a Close task for a specific follow-up that needs attention.

Prepare customer drafts from a scheduled payment review

Review Airwallex information available to Notis on a schedule and create unsent Close email drafts for customer updates that are warranted.

Track unresolved payout questions in Close

Use a scheduled review of Airwallex information available to Notis to create Close tasks for unresolved payout questions that affect customer follow-up.

Supported Triggers and Actions

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

Airwallex triggers

Close actions

Recurring trigger

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

TriggerScheduled

Create SMS Message

Logs, sends, or schedules an SMS on a Close lead; sending requires A2P 10DLC compliance.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

Create or log an email activity; scheduled or outbox modes can send it externally.

Conditions and details

This creates or logs an email activity. Draft mode creates an unsent activity. Scheduled and outbox modes can send the email externally. Inbox, sent, and error modes log the corresponding activity outcome. A follow-up date can also create a follow-up task if no reply is received.

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a Close task for a lead with text and an actionable date, optionally assigned or marked complete.

ActionInstant

Create Opportunity

Creates a Close opportunity on an existing lead or creates an Untitled lead.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Scheduled triggers

Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.

Daily · 8:00Weekdays onlyOnce · Dec 13

Beta

Database triggers

Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.

Row addedProperty editedValue > limit

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.