Find leads that deserve a closer look using Airwallex context
Bring a Salesforce lead list and the Airwallex customer activity you provide into a single scheduled review, so unusual overlaps are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A lead may already have relevant payment activity, but the signal can be missed when financial and CRM information are reviewed separately.
- Review leads using context from financial operations.
- Surface possible overlaps for a person to verify.
- Receive findings in the team's selected report channel.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, tell Notis which Salesforce leads to list and how to compare them with the Airwallex details you provide.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run once with a real lead set and representative activity, then check suggested overlaps.
Questions about this workflow
Will Notis match Airwallex customers to leads automatically?
Notis can compare supplied activity with returned lead data if your instruction gives a usable basis, such as matching details. The Airwallex activity must be provided, and uncertain matches should be reviewed.
Does this workflow change lead records?
No. It uses the Salesforce list leads action and reports findings for review; it does not update leads.
Can it use payment history to determine lead quality?
Only if you provide the relevant history and define the criteria. The workflow cannot infer a baseline or history that is not available in the input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Salesforce. A trigger fires from one place; an action lands in another.
Airwallex triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Airwallex and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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