Review pipeline and Airwallex activity in one scheduled run
Bring the sales pipeline and supplied financial activity into one review. Notis can list Salesforce opportunities and summarize the context you provide from Airwallex.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Founders may have to switch between CRM pipeline and payment activity to understand which customer conversations need attention.
- Bring CRM opportunities into a recurring review.
- Surface supplied financial context alongside the pipeline.
- Send a concise run report to a channel the team already checks.
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 opportunities to list and how to summarize the Airwallex activity you provide alongside them.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run once with a real opportunity set and representative Airwallex context, then review the report.
Questions about this workflow
Can this schedule pull Airwallex activity automatically?
Airwallex trigger events are not available here. Supply the Airwallex activity through an available input or include it for the run; the schedule itself does not fetch it.
Can Notis identify opportunities that need action?
Yes, based on the opportunity data it lists and criteria in your instruction. Any missing customer history, target, or baseline must be supplied.
Does the workflow change opportunities?
No. The selected Salesforce action lists opportunities. The workflow can summarize the returned data in its run report.
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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