Give Airwallex FX and payment exceptions a clear next step
Turn a financial exception into a concrete follow-up. Send the event details to Notis and create a Salesforce task for the team to handle.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Exceptions often arrive as fragmented details, leaving someone to remember to create a separate follow-up in the CRM.
- Convert supplied exception details into a follow-up task.
- Keep exception handling visible in Salesforce.
- Reduce manual reminders after reviewing payment activity.
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 what qualifies as an FX or payment exception and what details to include in its Salesforce task.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real exception example and review the resulting task and run report.
Questions about this workflow
Does Airwallex send exception events directly to this workflow?
No Airwallex trigger events are listed. An HTTP request to the Notis webhook starts this workflow, so an external process must send the exception details.
Can the task be linked to an account or opportunity?
Provide a valid Salesforce record reference with the exception and instruct Notis to associate the task when creating it. If the reference is absent, the task action may not link it as intended.
Can Notis decide what counts as an exception?
Describe the rule in your instruction and include the needed event details. Notis cannot compare against a missing threshold or financial baseline.
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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