Keep payment customer context close to follow-up
Send the customer details and relevant payment context to Notis. It can create a HubSpot contact so the next conversation starts with useful information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
After a payment, useful customer context can be left behind in the finance workflow instead of the CRM.
- Bring payment-related customer context into HubSpot
- Create a contact from request-supplied details
- Make the next follow-up easier to find
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 contact from customer and payment context included in the Airwallex request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example request and review the resulting contact.
Questions about this workflow
Does this automatically watch Airwallex payments?
No Airwallex trigger events are available in this package. A request to the Notis webhook starts the workflow.
Can it save payment details on the contact?
The action creates contacts from provided data. Specify the useful context in your instruction, and ensure the request includes it.
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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