Airwallex + Zoho Books

Airwallex + Zoho Books integrations

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 TransactionTriggers when a new transaction is made on a selected card.
TriggerPolling
automatically do this!
Create ItemCreates a new item.
ActionWrite

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More things you can do with Airwallex and Zoho Books

Discover other triggers and actions you can use with Airwallex and Zoho Books

- Monitored Card
  Required
- Alert Threshold
  Required
Trigger
Polling
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Card Transaction Failed
Triggers when a card transaction fails.
Trigger
Polling
Try It
Low Account Balance Alert
Triggers when the account balance for specified currencies goes below a threshold.
Trigger
Polling
Try It
- Card Status
Trigger
Polling
Try It
- Cardholder Status
Trigger
Polling
Try It

- Card
  Required
- Transaction Status
Trigger
Instant
Try It
New Payment Acceptance Customer (Instant)
Triggers instantly when a new Payment Acceptance customer is created in your Airwallex account.
Trigger
Instant
Try It

- Company Name
- Entity Type
  Required
- First Name
- Last Name
- Date of Birth
- Nickname
- Transfer Methods
  Required
- Personal Email
- Personal Mobile Number
- Street Address
  Required
- City
  Required
- State
  Required
- Postcode
  Required
- Country Code
  Required
- Account Currency
  Required
- Account Name
  Required
- Account Number
  Required
- Account Routing Type
- Account Routing Value
- Other Account Routing Type
- Other Account Routing Value
- Bank country code
  Required
- 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
- Customer
  Required
- 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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
Search

Approaching Card Limit (Instant)
Triggers instantly when a card's remaining spending limit falls below a configured threshold.
Trigger
Instant
Try It
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
Try It
- Cardholder Status
Trigger
Instant
Try It
- Card
  Required
- Transaction Status
Trigger
Polling
Try It
New Payment Acceptance Customer
Triggers when a new Payment Acceptance customer is created in your Airwallex account.
Trigger
Polling
Try It
- Transaction Status
- Source Type
- Page Size
Trigger
Polling
Try It
Create Cardholder
Creates a cardholder.
Action
Write
- Beneficiary ID
  Required
- 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
- Customer
  Required
- 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
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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 moreLearn moreHelpHelp

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.

HelpHelp

Related categories

Accounting

Zoho

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)