Airwallex + Zoho Books

Create new items in Zoho Books from new transactions on monitored cards in Airwallex

Monitor your transactions effectively with this Airwallex to Zoho Books workflow. Whenever there's a new transaction on your monitored card in the Airwallex app, an item will be promptly created in your Zoho Books. This automation ensures precise financial management, bridging the gap between your transactions and accounting effortlessly.

When this happens...
New Card Transaction
Triggers when a new transaction is made on a selected card.
TriggerPolling
automatically do this!
Create Item
Creates a new item.
ActionWrite

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Supported triggers and actions

- Monitored CardRequired
- Alert ThresholdRequired
Trigger
Polling
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Card Transaction Failed
Triggers when a card transaction fails.
Trigger
Polling
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Low Account Balance Alert
Triggers when the account balance for specified currencies goes below a threshold.
Trigger
Polling
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- Card Status
Trigger
Polling
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- Cardholder Status
Trigger
Polling
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- CardRequired
- Transaction Status
Trigger
Instant
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New Payment Acceptance Customer (Instant)
Triggers instantly when a new Payment Acceptance customer is created in your Airwallex account.
Trigger
Instant
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- Company Name
- Entity TypeRequired
- First Name
- Last Name
- Date of Birth
- Nickname
- Transfer MethodsRequired
- Personal Email
- Personal Mobile Number
- Street AddressRequired
- CityRequired
- StateRequired
- PostcodeRequired
- Country CodeRequired
- Account CurrencyRequired
- Account NameRequired
- Account NumberRequired
- Account Routing Type
- Account Routing Value
- Other Account Routing Type
- Other Account Routing Value
- Bank country codeRequired
- Bank Name
- Local Clearing System
- Swift Code
- Iban
Action
Write
- Email
- First Name
- Last Name
- Business Name
- Phone Number
- Merchant Customer ID
- Street
- City
- State
- Postcode
- Country Code
Action
Write
- CustomerRequired
- Name
- Email
- Phone Number
- Customer Type
- Nickname
- Description
- Tax Identification Number
- Default Billing Currency
- Default Legal Entity ID
- Street
- City
- State
- Postcode
- Country Code
- Metadata
Action
Write
- Status
- Subscription Id
- From Created At
- To Created At
Action
Search
- Billing Customer Id
- Status
- Payment Status
- Invoice Number
Action
Search
- Merchant Customer Id
- Email
- From Created At
- To Created At
Action
Search
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

Approaching Card Limit (Instant)
Triggers instantly when a card's remaining spending limit falls below a configured threshold.
Trigger
Instant
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Card Transaction Failed (Instant)
Triggers instantly when a card transaction fails.
Trigger
Instant
Try It
New Beneficiary
Triggers when a new beneficiary is added to your Airwallex account.
Trigger
Polling
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- Cardholder Status
Trigger
Instant
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- CardRequired
- Transaction Status
Trigger
Polling
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New Payment Acceptance Customer
Triggers when a new Payment Acceptance customer is created in your Airwallex account.
Trigger
Polling
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- Transaction Status
- Source Type
- Page Size
Trigger
Polling
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Create Cardholder
Creates a cardholder.
Action
Write
- Beneficiary IDRequired
- Company Name
- Entity Type
- First Name
- Last Name
- Date of Birth
- Nickname
- Transfer Methods
- Personal Email
- Personal Mobile Number
- Street Address
- City
- State
- Postcode
- Country Code
- Account Currency
- Account Name
- Account Number
- Account Routing Type
- Account Routing Value
- Other Account Routing Type
- Other Account Routing Value
- Bank country code
- Bank Name
- Local Clearing System
- Swift Code
Action
Write
- CustomerRequired
- Email
- First Name
- Last Name
- Business Name
- Phone Number
- Merchant Customer ID
- Street
- City
- State
- Postcode
- Country Code
Action
Write
- Email
- From Created At
- To Created At
Action
Search
- Status
- Request Id
- Short Reference Id
- Transfer Currency
- From Created At
- To Created At
Action
Search
- Billing Customer Id
- Status
- Recurring Period
- Recurring Period Unit
- From Created At
- To Created At
Action
Search
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Airwallex

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

Learn more

Related categories

Payment Processing

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

Related Zap Templates

Create Zoho Books items for new Airwallex transactions (payouts, deposits, and conversions)

Related Zap Templates

Create Zoho Books items for new Airwallex transactions (payouts, deposits, and conversions)

Airwallex + Zoho Books

Create new items in Zoho Books from new transactions on monitored cards in Airwallex

Approaching Card Limit

Card Transaction Failed

Low Account Balance Alert

New Card

New Cardholder

New Card Transaction (Instant)

New Payment Acceptance Customer (Instant)

Create Beneficiary

Create Payment Acceptance Customer

Update Billing Customer

Find Billing Checkout

Find an Invoice

Find a Payment Acceptance Customer

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

Approaching Card Limit (Instant)

Card Transaction Failed (Instant)

New Beneficiary

New Cardholder (Instant)

New Card Transaction

New Payment Acceptance Customer

New Transaction

Create Cardholder

Update Beneficiary

Update Payment Acceptance Customer

Find a Customer

Find a Payment

Find a Subscription

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Airwallex

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates