Connect TotalBrokerage and Airwallex to power AI-driven automation

Add a new activity to a transaction.

Create an account.

Remove the specified tag(s) from a contact, if they exist.

Update an account.

Find the most recent contact matching the specified search criteria.

Retrieve a contact by ID.

Retrieve the general information for a transaction by ID.

Retrieve all the dates for a transaction.

Retrieve all the financial information for a transaction.

Retrieves the property information for a transaction.

Triggers when a card reaches the provided threshold on any of its configured limits.

Triggers instantly when a new billing checkout is created in your Airwallex account.

Triggers when a new billing transaction is created in your Airwallex account.

Triggers when a new cardholder is added to your Airwallex account.

Triggers instantly when a new card is created or activated in your Airwallex account.

Triggers instantly when a transaction is made on a selected card.

Triggers instantly when a new invoice is created in your Airwallex account.

Triggers when a new payment source is created in your Airwallex account.

Triggers when a new price is created in your Airwallex account.

Triggers when a new subscription is created in your Airwallex account.

Triggers when there is a new transaction (deposit, conversion, or payout) in your Airwallex account.

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.

Cancels an existing Subscription. You can choose to cancel immediately or at the end of the current billing period.

Creates a new Billing Checkout session for customers to complete a purchase or save payment details.

Creates a new draft Invoice for billing. The invoice starts in DRAFT status and must be finalized to issue it.

Creates a new Payment Acceptance customer in your Airwallex account.

Creates a new Product for billing. Products represent the goods or services you sell to customers.

Deletes a draft Invoice. Only invoices in DRAFT status can be deleted. This action is irreversible.

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.

Preview the upcoming invoice of an existing Subscription, or preview what the first invoice would look like for a new Subscription before creating it.

Updates an existing billing checkout. Only ACTIVE checkouts can be updated.

Updates a draft Invoice. Only invoices in DRAFT status can be updated.

Updates an existing Payment Acceptance customer by ID.

Updates an existing Product.

Voids a finalized Invoice. The invoice moves to VOIDED status, indicating it has been canceled and will not be collected.

Gets a specific billing checkout by its ID.

Gets a specific billing transaction by its ID.

Gets a specific invoice line item by its ID.

Gets a specific payment source by its ID.

Gets a specific price by its ID.

Gets a specific subscription by its ID.

List beneficiaries by name, nickname, company name, bank account number, or entity type.

Lists billing customers with optional filters.

List invoices that are in DRAFT status.

Lists line items for an invoice.

Lists payment sources with optional filters.

Lists prices with optional filters.

List subscriptions by customer, status, or other criteria.

Add a new activity to a contact.

Adds the specified tag(s) to a contact.

Create a contact in your TotalBrokerage CRM.

Set the specified tag(s) on a contact. Any tags that currently exist for the contact will be replaced.

Enable or disable an account in your brokerage.

Retrieve an account by ID.

Get all the tags associated with the specified contact.

Retrieve all the commission information for a transaction.

Retrieve the earnest money information for a transaction.

Gets all the contacts, vendors, and accounts listed in the People tab of a Transaction.

Retrieve a vendor by ID.

Triggers when a new billing checkout is created in your Airwallex account.

Triggers when a new card is created in your Airwallex account.

Triggers instantly when a new cardholder is added to your Airwallex account.

Triggers when a new transaction is made on a selected card.

Triggers when a new invoice is created in your Airwallex account.

Triggers when a new payment (transfer) is created in your Airwallex account.

Triggers instantly when a new payment (transfer) is scheduled in your Airwallex account.

Triggers when a new product is created in your Airwallex account.

Triggers instantly when a new subscription is created in your Airwallex account.

Triggers when a subscription is updated in your Airwallex account.

Cancels an active billing checkout. Only ACTIVE checkouts can be cancelled.

Creates a Beneficiary.

Creates a new Billing customer for invoices and subscriptions.

Creates a new Payment Source for a Billing Customer. Payment sources link external payment methods to billing customers.

Creates a new Price for a Product. Prices define the amount, currency, and billing frequency for products.

Creates a new Subscription for a Billing Customer with one or more price 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.

Marks a finalized Invoice as paid. Use this for invoices that have been paid outside of Airwallex (out-of-band).

Updates a beneficiary by ID.

Updates an existing Billing customer by ID.

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.

Updates an existing Price. Note: Only description, active status, and metadata can be updated.

Updates an existing Subscription.

Gets a specific beneficiary by its ID.