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Choose a Trigger

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 "Budget to a Category" in YNAB.

You’re connected!

Zapier seamlessly connects Airwallex and YNAB, 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
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Low Account Balance Alert
Triggers when the account balance for specified currecies goes below a threshold.
Trigger
Polling
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New Cardholder
Triggers when a new cardholder is added.
Trigger
Polling
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New Transaction (Payouts, Deposits and Conversions)
Triggers when there is a new transaction.
Trigger
Polling
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Create Cardholder
Creates a cardholder.
Action
Write

- Balance Below Amount
  Required
Trigger
Polling
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- Age of Money Days
  Required
Trigger
Polling
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Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
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New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
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New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Payee
Triggers when a new payee is created.
Trigger
Polling
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- Account
  Required
Trigger
Polling
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- Category
  Required
- Budget Amount
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Card Transaction Failed
Triggers when a card transaction fails.
Trigger
Polling
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New Beneficiary
Triggers when a new beneficiary is added to your Airwallex account.
Trigger
Polling
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- Card
  Required
Trigger
Polling
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- 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
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
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- Balance Below Amount
  Required
Trigger
Polling
Try It
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
Try It
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
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Goal Completed
Triggers when a goal is completed.
Trigger
Polling
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New Category
Triggers when a new category is created.
Trigger
Polling
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New Transaction
Triggers when a new transaction is created.
Trigger
Polling
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- Category
  Required
Trigger
Polling
Try It
- Account
  Required
- Amount
  Required
- Date
  Required
- Payee Type
- Category
- Memo
- Cleared
- Approved?
  Required
- Flag Color
- Import_id
Action
Write

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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 YNAB 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.

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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.

Make work flow with AI

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

Learn about AI automation

About Airwallex

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

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Related categories

Payment Processing

About YNAB

YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.

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