Turn Airwallex business events into Salesforce accounts
Keep new business details from Airwallex close at hand in Salesforce. Send the details to a Notis webhook and let Notis create the account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
New business details can sit in Airwallex while the team separately creates the Salesforce account, adding another task to remember.
- Reduce duplicate entry during business onboarding.
- Keep customer records available in the team's CRM.
- Review the result in a Notis run report.
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 to create a Salesforce account from the business details in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example request to the webhook and review the run report.
Questions about this workflow
Does Airwallex start this workflow automatically?
Airwallex triggers are not available in this package. A request to the Notis webhook starts the automation, so an external process must send the Airwallex business details.
What information does Salesforce need to create an account?
The create account action needs the account information. Include the business name and any other details you want Notis to use in the webhook request.
Can Notis create the account if the webhook has no business name?
The account creation action requires a name. Include it in the webhook request or provide a suitable rule in your instruction.
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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