Give Airwallex exceptions a clear next step
Provide Notis with the Airwallex exceptions that need attention. Scheduled HubSpot deals make the work visible and easier to keep moving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
An exception may require several follow-ups, but it can be easy to lose among finance tasks and messages.
- Give selected exceptions a trackable HubSpot record
- Keep next steps visible to the team
- Reduce the chance of follow-up being forgotten
Setup
Build it in a few focused steps.
- 1Connect Airwallex and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction: create a HubSpot deal for each supplied Airwallex exception that needs follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example exception and review its deal record.
Questions about this workflow
Does the workflow identify exceptions automatically?
The context lists no Airwallex triggers or exception fields. Supply the exception details to Notis for the scheduled run.
What HubSpot information must be valid?
Any deal stage, pipeline id, or associated object id included in the instruction must exist and be valid in your HubSpot account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Hubspot. A trigger fires from one place; an action lands in another.
Airwallex triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Airwallex and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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