Capture payment related customer feedback
Keep customer comments tied to the payment context that prompted them, 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 Data
Creates a research data item in a project.
Why this helps
Payment feedback can get lost between financial operations and customer research.
- Save relevant customer feedback alongside its payment context.
- Keep a searchable record for later research synthesis.
- Reduce manual copying between finance and research tools.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it in plain language.
- 3Describe the outcome: save relevant customer feedback from each Airwallex webhook payload as a titled Dovetail data item, omitting sensitive payment details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real webhook example and confirm the resulting Dovetail record.
Questions about this workflow
Does this workflow listen to a built in Airwallex trigger?
No. Airwallex has no listed trigger events here. A Notis webhook starts the workflow when it receives an HTTP request.
What information should the payload include?
Include the feedback and only the payment context needed for research. Avoid sending card numbers, credentials, or other unnecessary sensitive details.
When this happens · Trigger
Do this · Action
Creates a research data item in a project.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Dovetail. A trigger fires from one place; an action lands in another.
Airwallex triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Creates a Dovetail channel for customer feedback; requires the channel:write permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Creates a topic in a Dovetail channel to categorize incoming data points.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Airwallex and Dovetail, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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