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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Approaching Card Limit" from Airwallex.

Add your action

An action happens after the trigger—such as "Create Contact Person" in Zoho Invoice.

You’re connected!

Zapier seamlessly connects Airwallex and Zoho Invoice, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Monitored Card
  Required
- Alert Threshold
  Required
Trigger
Polling
Try It
Low Account Balance Alert
Triggers when the account balance for specified currecies goes below a threshold.
Trigger
Polling
Try It
New Cardholder
Triggers when a new cardholder is added.
Trigger
Polling
Try It
New Transaction (Payouts, Deposits and Conversions)
Triggers when there is a new transaction.
Trigger
Polling
Try It
Create Cardholder
Creates a cardholder.
Action
Write

- Organization
- Contact
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Contact
  Required
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
  Required
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- Organization
  Required
- Estimate Number
- Customer Name
  Required
- Estimate Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Item Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- Organization
  Required
- Customer ID
  Required
- Contact Name
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search

Card Transaction Failed
Triggers when a card transaction fails.
Trigger
Polling
Try It
New Beneficiary
Triggers when a new beneficiary is added to your Airwallex account.
Trigger
Polling
Try It
- Card
  Required
Trigger
Polling
Try It
- Company Name
- Entity Type
  Required
- First Name
- Last Name
- Date of Birth
- Nickname
- Payment Methods
  Required
- Personal Email
- Personal Mobile Number
- Street Address
  Required
- City
  Required
- State
  Required
- Postcode
  Required
- Country Code
  Required
- Account Currency
- 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
  Required
- Local Clearing System
- Swift Code
- Iban
Action
Write
- Beneficiary ID
  Required
- Company Name
- Entity Type
- First Name
- Last Name
- Date of Birth
- Nickname
- Payment 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
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Payment Mode
  Required
- Amount
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Contact Name
  Required
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Organization
  Required
- Customer Name
- Customer ID
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
  Required
- Description
  Required
- Rate
  Required
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
  Required
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Email
Action
Search
- Organization Name
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Airwallex and Zoho Invoice to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho Invoice on the Zapier blog

Make work flow with AI

Level up your Airwallex to Zoho Invoice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Airwallex + Zoho Invoice integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airwallex and Zoho Invoice

How do I integrate Airwallex with Zoho Invoice?

To integrate Airwallex with Zoho Invoice, we offer pre-built connections using our platform. You can set up triggers in Airwallex that automatically respond to specific events like a new transaction. These triggers can be linked to actions within Zoho Invoice, such as automatically creating an invoice or updating a customer's details.

What specific triggers are available in this integration?

The integration provides several triggers from Airwallex, including when a payment is received or when a new transfer is executed. These triggers prompt actions like creating a record in Zoho Invoice or sending notifications.

Is there any action I can perform in Zoho Invoice based on the activities in Airwallex?

Yes, you can perform multiple actions in Zoho Invoice based on activities from Airwallex. For instance, generating invoices upon incoming payments or updating payment statuses automatically whenever a transfer is completed.

Can I automate invoice creation with this integration?

Absolutely. You have the ability to automate the creation of invoices in Zoho Invoice whenever certain triggers occur in Airwallex, such as receiving a payment.

What are common use cases for integrating Airwallex with Zoho Invoice?

Common use cases include automating the invoicing process upon receiving international payments through Airwallex, and automatically updating customer records in Zoho Invoice when transactions occur.

Do I need technical expertise to set up this integration?

No technical expertise is required for setting up this integration. Our platform provides an intuitive interface where you can easily connect and configure which triggers and actions you want between Airwallex and Zoho Invoice.

What should I do if the integration between Airwallex and Zoho Invoice fails?

If the integration fails, first check that all configurations are set correctly and both services are functioning properly. You should also confirm your API keys are valid and active before reaching out for support if issues persist.

About Airwallex

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

HelpHelp

Related categories

Payment Processing

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management Zoho

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