Salesflare Salesflare Integrations

Airwallex and Salesflare

Payment Processing airwallex.com ↗

How to connect Airwallex

What you can automate

  • When new Billing Customer in Airwallex, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Billing Transaction in Airwallex, create opportunity, then find or create contact in Salesflare.
  • When new Card in Airwallex, create task in Salesflare.
  • When new Cardholder in Airwallex, create task in Salesflare.
  • When new Cardholder (Instant) in Airwallex, create task in Salesflare.
  • When new Card (Instant) in Airwallex, create task in Salesflare.

About Airwallex

Airwallex is a payments platform transforming the way businesses move and manage money globally.

Airwallex operations on Zapier

Triggers (36)

Start a workflow when this happens

  • Approaching Card Limit — Triggers when a card reaches the provided threshold on any of its configured limits.
  • Approaching Card Limit (Instant) — Triggers instantly when a card's remaining spending limit falls below a configured threshold.
  • Billing Checkout Completed — Triggers when a billing checkout is completed by a customer.
  • Billing Checkout Completed (Instant) — Triggers instantly when a billing checkout is completed by a customer.
  • Cancelled Subscription — Triggers when a subscription is cancelled in your Airwallex account.
Show 31 more triggers
  • Cancelled Subscription (Instant) — Triggers instantly when a subscription is cancelled in your Airwallex account.
  • Card Transaction Failed — Triggers when a card transaction fails.
  • Card Transaction Failed (Instant) — Triggers instantly when a card transaction fails.
  • Failed Payment — Triggers when a payment (transfer) fails in your Airwallex account.
  • Failed Payment (Instant) — Triggers instantly when a payment (transfer) fails in your Airwallex account.
  • Invoice Payment Failed — Triggers when an invoice payment attempt fails (invoice is unpaid after at least one payment attempt).
  • Low Account Balance Alert — Triggers when the account balance for specified currencies goes below a threshold.
  • New Beneficiary — Triggers when a new beneficiary is added to your Airwallex account.
  • New Billing Checkout — Triggers when a new billing checkout is created in your Airwallex account.
  • New Billing Checkout (Instant) — Triggers instantly when a new billing checkout is created in your Airwallex account.
  • New Billing Customer — Triggers when a new billing customer is created.
  • New Billing Transaction — Triggers when a new billing transaction is created in your Airwallex account.
  • New Card — Triggers when a new card is created in your Airwallex account.
  • New Card (Instant) — Triggers instantly when a new card is created or activated in your Airwallex account.
  • New Card Transaction — Triggers when a new transaction is made on a selected card.
  • New Card Transaction (Instant) — Triggers instantly when a transaction is made on a selected card.
  • New Cardholder — Triggers when a new cardholder is added to your Airwallex account.
  • New Cardholder (Instant) — Triggers instantly when a new cardholder is added to your Airwallex account.
  • New Invoice — Triggers when a new invoice is created in your Airwallex account.
  • New Invoice (Instant) — Triggers instantly when a new invoice is created in your Airwallex account.
  • New Payment — Triggers when a new payment (transfer) is created in your Airwallex account.
  • New Payment (Instant) — Triggers instantly when a new payment (transfer) is scheduled in your Airwallex account.
  • New Payment Acceptance Customer — Triggers when a new Payment Acceptance customer is created in your Airwallex account.
  • New Payment Acceptance Customer (Instant) — Triggers instantly when a new Payment Acceptance customer is created in your Airwallex account.
  • New Payment Source — Triggers when a new payment source is created in your Airwallex account.
  • New Price — Triggers when a new price is created in your Airwallex account.
  • New Product — Triggers when a new product is created in your Airwallex account.
  • New Subscription — Triggers when a new subscription is created in your Airwallex account.
  • New Subscription (Instant) — Triggers instantly when a new subscription is created in your Airwallex account.
  • New Transaction — Triggers when there is a new transaction (deposit, conversion, or payout) in your Airwallex account.
  • Updated Subscription — Triggers when a subscription is updated in your Airwallex account.

Actions (29)

Things Salesflare can make it do

  • Add Invoice Line Items — Adds line items to a draft Invoice. Only possible when the invoice status is DRAFT. You can add up to 100 line items at a time.
  • Cancel Billing Checkout — Cancels an active billing checkout. Only ACTIVE checkouts can be cancelled.
  • Cancel Subscription — Cancels an existing Subscription. You can choose to cancel immediately or at the end of the current billing period.
  • Create Beneficiary — Creates a Beneficiary.
  • Create Billing Checkout — Creates a new Billing Checkout session for customers to complete a purchase or save payment details.
Show 24 more actions
  • Create Billing Customer — Creates a new Billing customer for invoices and subscriptions.
  • Create Card — Creates a virtual or physical card for a cardholder.
  • Create Cardholder — Creates a cardholder.
  • Create Invoice — Creates a new draft Invoice for billing. The invoice starts in DRAFT status and must be finalized to issue it.
  • Create Payment Acceptance Customer — Creates a new Payment Acceptance customer in your Airwallex account.
  • Create Payment Source — Creates a new Payment Source for a Billing Customer. Payment sources link external payment methods to billing customers.
  • Create Price — Creates a new Price for a Product. Prices define the amount, currency, and billing frequency for products.
  • Create Product — Creates a new Product for billing. Products represent the goods or services you sell to customers.
  • Create Subscription — Creates a new Subscription for a Billing Customer with one or more price items.
  • Delete Draft Invoice — Deletes a draft Invoice. Only invoices in DRAFT status can be deleted. This action is irreversible.
  • Delete Invoice Line Items — Deletes line items from a draft Invoice. Only possible when the invoice status is DRAFT. You can delete up to 100 line items at a time.
  • Finalize Invoice — Finalizes a draft Invoice, changing its status from DRAFT to FINALIZED. Once finalized, the invoice is issued and can be paid. Note: The invoice must have either days_until_due or due_at set before finalizing.
  • Mark Invoice as Paid — Marks a finalized Invoice as paid. Use this for invoices that have been paid outside of Airwallex (out-of-band).
  • Preview Subscription Invoice — Preview the upcoming invoice of an existing Subscription, or preview what the first invoice would look like for a new Subscription before creating it.
  • Update Beneficiary — Updates a beneficiary by ID.
  • Update Billing Checkout — Updates an existing billing checkout. Only ACTIVE checkouts can be updated.
  • Update Billing Customer — Updates an existing Billing customer by ID.
  • Update Invoice — Updates a draft Invoice. Only invoices in DRAFT status can be updated.
  • Update Invoice Line Items — Updates line items in a draft Invoice. Only possible when the invoice status is DRAFT. You can update up to 100 line items at a time.
  • Update Payment Acceptance Customer — Updates an existing Payment Acceptance customer by ID.
  • Update Price — Updates an existing Price. Note: Only description, active status, and metadata can be updated.
  • Update Product — Updates an existing Product.
  • Update Subscription — Updates an existing Subscription.
  • Void Invoice — Voids a finalized Invoice. The invoice moves to VOIDED status, indicating it has been canceled and will not be collected.

Searches (26)

Look up existing records

  • Get Beneficiary — Gets a specific beneficiary by its ID.
  • Get Billing Checkout — Gets a specific billing checkout by its ID.
  • Get Billing Customer — Gets a specific billing customer by its ID.
  • Get Billing Transaction — Gets a specific billing transaction by its ID.
  • Get Invoice — Gets a specific invoice by its ID.
Show 21 more searches
  • Get Invoice Line Item — Gets a specific invoice line item by its ID.
  • Get Payment — Gets a specific payment (transfer) by its ID.
  • Get Payment Acceptance Customer — Gets a specific Payment Acceptance customer by its ID.
  • Get Payment Source — Gets a specific payment source by its ID.
  • Get Price — Gets a specific price by its ID.
  • Get Product — Gets a specific product by its ID.
  • Get Subscription — Gets a specific subscription by its ID.
  • Get Subscription Item — Gets a specific subscription item by its ID.
  • List Beneficiaries — List beneficiaries by name, nickname, company name, bank account number, or entity type.
  • List Billing Checkouts — Lists billing checkouts with optional filters.
  • List Billing Customers — Lists billing customers with optional filters.
  • List Billing Transactions — Lists billing transactions for an invoice.
  • List Draft Invoices — List invoices that are in DRAFT status.
  • List Invoice Line Items — Lists line items for an invoice.
  • List Invoices — List invoices by customer, status, payment status, or invoice number.
  • List Payment Acceptance Customers — List Payment Acceptance customers by merchant customer ID, email, or other criteria.
  • List Payment Sources — Lists payment sources with optional filters.
  • List Payments — List payments (transfers) by status, request ID, or other criteria.
  • List Prices — Lists prices with optional filters.
  • List Products — Lists products with optional filters.
  • List Subscriptions — List subscriptions by customer, status, or other criteria.

Similar apps

Stripe

Developer-friendly way to accept payments.

Popular Zapier Make
Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square…

Zapier Make
Stripe (Legacy)

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite…

Zapier
PayPal

Fast and safe way to send money.

Zapier Make
Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to cust…

Zapier Make
GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer ban…

Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free