Keep Airwallex settlement details ready in Cody
Send settlement updates to Cody as clear notes your team can search when reconciling the books.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Settlement details arrive in separate updates, making it easy to lose the context needed during reconciliation.
- Keep settlement dates and amounts searchable alongside the related context.
- Ask Cody to summarize unresolved reconciliation questions.
- Reduce manual copying of finance updates into reference notes.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to turn each received settlement update into a Cody note with the date, amount, currency, and any reconciliation questions in the supplied information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real settlement update and check the note in Cody.
Questions about this workflow
Does this automation receive Airwallex events directly?
Airwallex triggers are not available for this workflow. A webhook starts the automation, so an external process must send the settlement information to that webhook.
Can Cody determine whether a settlement matches a bank statement?
Only if the relevant statement data is included in the information sent to the webhook or already available to Cody. Otherwise, the note can capture the question for review.
When this happens · Trigger
Do this · Action
Creates a text-based document in the knowledge base.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Cody. A trigger fires from one place; an action lands in another.
Airwallex triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a Cody knowledge-base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves details of a Cody conversation.
Connect any two apps with Notis in the middle.
Airwallex and Cody, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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