Turn Airwallex payment alerts into Close follow-up tasks
Send a payment issue to Notis and keep the next step visible in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a Close task for a lead with text and an actionable date, optionally assigned or marked complete.
Why this helps
Payment issues can be easy to miss when financial alerts and sales follow-up live in separate places.
- Keep payment follow-up in the sales team's task list.
- Include the supplied payment context in the task.
- Reduce manual copying between finance alerts and Close.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Close once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a Close task for an Airwallex payment issue and include the supplied details.
- 4Choose a webhook trigger and the channel for run reports.
- 5Send one real example to the webhook and check the task in Close.
Questions about this workflow
Does Airwallex provide a trigger event for this automation?
No Airwallex trigger event is listed here. This workflow starts when an HTTP request reaches the Notis webhook.
What should the webhook request include?
Include the payment issue details and enough information to identify the relevant Close lead. If a lead cannot be identified, the prompt should ask for clarification rather than guess.
When this happens · Trigger
Do this · Action
Creates a Close task for a lead with text and an actionable date, optionally assigned or marked complete.
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.
Create SMS Message
Logs, sends, or schedules an SMS on a Close lead; sending requires A2P 10DLC compliance.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
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.
Create Contact
Creates a contact on an existing Close lead, or creates a lead named after the contact.
Create Lead
Creates a new lead in the sales pipeline.
Create Custom Field
Creates a custom field definition for Close leads or opportunities.
Create Custom Activity
Creates a draft or published custom activity on a Close lead.
Create Task
Creates a Close task for a lead with text and an actionable date, optionally assigned or marked complete.
Connect any two apps with Notis in the middle.
Airwallex and Close, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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