Get a clear Airwallex cash position report
See account balances and recent movement in one scheduled PDF, ready to review or share.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document and returns a downloadable file, in test mode by default.
Why this helps
Checking several account views and manually preparing a cash update makes routine reviews easy to postpone.
- Review account balances and recent activity in one document.
- Reduce manual report preparation before a cash check-in.
- Keep a repeatable report ready on a schedule.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize available Airwallex account balances and recent activity in a PDF using DocRaptor.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the PDF contains the information you need.
Questions about this workflow
What information will the report include?
Ask Notis to use the Airwallex account balances and recent activity available to the connected integration. If a needed field is unavailable, provide it in your instruction or input.
Can I choose how often it runs?
Yes. Choose a recurring schedule when setting the automation's trigger.
When this happens · Trigger
Do this · Action
Creates a PDF or Excel document and returns a downloadable file, in test mode by default.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to DocRaptor. A trigger fires from one place; an action lands in another.
Airwallex triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a PDF, XLS, or XLSX document asynchronously in test mode by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document and returns a downloadable file, in test mode by default.
Create Document from Referrer
Creates a PDF or XLS document from a referrer and returns the file.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document as a PDF file.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Retrieves a paginated list of previously created documents and their details.
Connect any two apps with Notis in the middle.
Airwallex and DocRaptor, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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