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Airwallex Zapier integrationAutomate Airwallex with Zapier.

Airwallex Zapier integration: 36 triggers (13 of them instant), 29 actions and 26 searches that tie card alerts, transfers, invoices and subscriptions in Airwallex to the rest of your tools, with no code and a free plan that already works.

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Overview

What the Airwallex Zapier integration actually does for you

The Airwallex Zapier integration lets Airwallex talk to your other tools without anyone copying data by hand. An event in Airwallex, like a failed card payment, a new subscription or a low balance, starts an automation, and that automation creates or updates something in Airwallex or elsewhere. Airwallex is not a premium app on Zapier, so it works on the free plan.

Three results come up again and again. A finance team that hears about problems first: Card Transaction Failed (Instant), Failed Payment (Instant) and Low Account Balance Alert turn silent failures into alerts that reach the right person. Invoices that build themselves: Create Invoice, Add Invoice Line Items and Finalize Invoice take a project marked done in another tool and turn it into a payable invoice. Subscriptions kept in step: New Subscription (Instant), Cancelled Subscription (Instant) and Update Subscription keep your product, your CRM and your billing telling the same story.

The detail that matters most on a free plan: 13 of the 36 triggers have an (Instant) version, and those start the Zap the moment Airwallex reports the event, whatever your plan. The plain versions wait for Zapier's next check. When both exist, pick the Instant one unless you have a reason not to.

What Zapier does not do here. There is no way to change the amount of an existing price: Update Price only touches the description, the active status and metadata. A finalized invoice cannot be edited or deleted, only voided. And nothing here reaches back in time, so invoices or cards created before your Zap goes live stay where they are.

Comparing tools before you commit? Our n8n vs Zapier comparison is a good place to start.

Vocabulary

Zapier vocabulary in one minute

Eight words you will meet on this page and in the Zapier editor, in plain terms.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in Airwallex that starts the Zap. Once the Zap is on, Zapier waits for that event and nothing else.
Action
What the Zap does after it starts: the step that creates, updates or sends something for you, in Airwallex or another tool.
Task
The unit Zapier bills. One action that completes successfully is one task, and your plan counts those.
Polling trigger
A trigger Zapier checks on a timer: it asks Airwallex for new items at a fixed interval and keeps only the ones it has not seen.
Instant trigger
A trigger Airwallex reports itself: it calls Zapier the moment the event happens, so nothing waits for a check. The editor shows a lightning bolt.
Filter
A step that lets the Zap carry on only when what arrived meets your condition, and stops it quietly otherwise.
Search step
A step that looks up something already in Airwallex, like an invoice or a customer, so later steps can use what it found.
Cost

What the Airwallex integration really costs you

Airwallex is not a premium app, so the free plan is enough to start. What you spend is tasks, and only actions consume them.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks per month
  • Free plan Zap length2 steps
  • Premium appNo

The trigger never costs a task, and Zapier checking for new data costs nothing either. Each action that succeeds counts once, so a Zap with three actions eats three times what a one-action Zap does. A failed action is not counted. The catch on the free plan: Zaps of two steps only, one trigger and one action. Add a second action, a filter or a search and the Zap becomes multi-step, which needs a paid plan.

Connect

Connect your Airwallex account to Zapier

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps, then click + Add connection. A connection is your Airwallex account linked to Zapier once, then reused by every step that touches Airwallex.

  2. 02

    Find Airwallex and confirm

    Type Airwallex in the search box of the dialog, pick it, and click Add connection. You need an Airwallex account, plus access to any card, invoice or customer you do not own and want the Zap to handle.

  3. 03

    Sign in and grant access

    Sign in to Airwallex in the tab that opens, then grant Zapier access to the account. From then on, any Airwallex step in any of your Zaps can use this connection without asking again.

First Zap

Your first Zap: from buyer to draft invoice

GoalEach new Payment Acceptance customer becomes a billing customer, and gets a draft invoice you can review before it goes out.

  1. 01

    Build: pick the trigger

    Create a Zap, choose Airwallex as the app that starts it, then New Payment Acceptance Customer (Instant) as the event. Select your Airwallex connection.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent customers of the connected account, so you map the next steps on a real record rather than a guess.

  3. 03

    Add Create Billing Customer

    Add an Airwallex action, Create Billing Customer. Name is its only mandatory field: fill it from whatever the trigger test brought back that identifies the buyer.

  4. 04

    Add Create Invoice

    Add a second Airwallex action, Create Invoice. Point the mandatory Billing Customer at the customer the step before created, as its test returned it, and set the currency, say EUR. Two actions mean a multi-step Zap, so a paid plan.

  5. 05

    Test, then Publish

    Test each action once and read what came back in Airwallex. When the draft looks right, click Publish to switch the Zap on. It reacts to new customers only from that moment.

Triggers

The 36 Airwallex triggers, one by one

36 events start a Zap when something happens in Airwallex, and 13 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Approaching Card Limit

Polling trigger

In Zapier“Triggers when a card reaches the provided threshold on any of its configured limits.”

Watches the spending limits of one card and wakes the Zap when that card reaches the threshold you set, so someone hears about it before a payment bounces.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a sales rep on the road carries the only card that pays for client dinners and needs a heads-up while there is still room left.
Watch out
the card to monitor and the alert threshold are both mandatory; the threshold is a number from 1 to 100, read as the percentage of limit still available.
2

Approaching Card Limit (Instant)

Instant trigger

In Zapier“Triggers instantly when a card's remaining spending limit falls below a configured threshold.”

Airwallex itself pings Zapier as soon as a card's remaining spending room falls under your threshold, which turns a limit warning into something you can act on straight away.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
cards that pay for ad platforms or software renewals, where a decline in the middle of the day stops something that is live.
Watch out
on the free plan this is the version to choose, since it skips the wait between two checks that the plain Approaching Card Limit has to live with.
3

Billing Checkout Completed

Polling trigger

In Zapier“Triggers when a billing checkout is completed by a customer.”

Starts the Zap once a customer has gone all the way through a billing checkout, the session where they pay or save a payment method.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an online course seller wants each finished checkout recorded so the welcome sequence starts from the right tool.
Watch out
between two checks nothing moves, so a customer who pays just after one waits for the next before anything follows.
4

Billing Checkout Completed (Instant)

Instant trigger

In Zapier“Triggers instantly when a billing checkout is completed by a customer.”

Here the news of a finished checkout comes straight from Airwallex, so whatever the Zap does next happens while the customer is still on your success page.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
handing over access to a paid community or a digital download the minute the purchase goes through.
Watch out
complete at least one checkout before building; the trigger test brings back the most recent items, and an empty account gives you nothing to map.
5

Cancelled Subscription

Polling trigger

In Zapier“Triggers when a subscription is cancelled in your Airwallex account.”

Picks up subscriptions that get cancelled in your Airwallex account and hands each one to the Zap, a simple way to stop missing churn.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a SaaS founder wants every cancellation pushed to the customer success person who owns that account.
Watch out
the free plan stops at one trigger and one action, so tagging the customer and alerting the team in the same Zap needs a paid plan.
6

Cancelled Subscription (Instant)

Instant trigger

In Zapier“Triggers instantly when a subscription is cancelled in your Airwallex account.”

Airwallex reports the cancellation to Zapier as it happens, so a save offer or an exit survey can leave while the decision is still fresh.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
memberships or subscription boxes where the team wants to reply personally on the same day.
Watch out
if the trigger test shows a billing customer ID, a Get Billing Customer search can fetch the rest of that record, which turns the Zap into a multi-step one.
7

Card Transaction Failed

Polling trigger

In Zapier“Triggers when a card transaction fails.”

Catches card payments that fail on your Airwallex cards and passes each failure to the Zap, instead of leaving it to be discovered at reconciliation.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an events company whose staff pay venues and caterers by card on site and need to know which charge was refused.
Watch out
checking at intervals means the cardholder may still be at the counter before the alert lands; the Instant version closes that gap.
8

Card Transaction Failed (Instant)

Instant trigger

In Zapier“Triggers instantly when a card transaction fails.”

A failed card payment is reported to Zapier by Airwallex on the spot, so the person holding the card can be warned while another way to pay is still possible.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
travel-heavy teams, where a declined hotel or flight payment has to be fixed before the booking is lost.
Watch out
a string of declines sends one Zap run per failure; on a paid plan, a filter can keep only the cases worth an alert.
9

Invoice Payment Failed

Polling trigger

In Zapier“Triggers when an invoice payment attempt fails (invoice is unpaid after at least one payment attempt).”

An invoice still unpaid after at least one collection attempt is what this one catches, which is exactly when a reminder chain should begin.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a B2B software firm that wants the account manager, not a robot, to make the first call about an unpaid invoice.
Watch out
this trigger has no Instant twin, so on the free plan the follow-up always starts at the next check.
10

Failed Payment

Polling trigger

In Zapier“Triggers when a payment (transfer) fails in your Airwallex account.”

Spots outgoing payments, which Airwallex also calls transfers, that fail in your account, so a rejected payout does not sit unnoticed.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
paying freelancers or suppliers abroad, where the team needs to know that someone was not paid.
Watch out
polling adds a wait; for payouts that matter on the day, Failed Payment (Instant) is the better pick.
11

Failed Payment (Instant)

Instant trigger

In Zapier“Triggers instantly when a payment (transfer) fails in your Airwallex account.”

Airwallex warns Zapier the moment a transfer fails, which lets the Zap alert whoever owns the supplier relationship before the supplier calls first.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
contractor payouts, or a supplier who ships only once the money lands.
Watch out
correcting the payee is a job for Update Beneficiary, a separate action; this trigger only tells you something went wrong.
12

Low Account Balance Alert

Polling trigger

In Zapier“Triggers when the account balance for specified currencies goes below a threshold.”

Watches the balance of the currencies you choose and starts the Zap when one dips below your threshold, a basic treasury alarm.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a business holding euros and dollars that pays suppliers from each and never wants a payout to fail for lack of funds.
Watch out
no Instant version exists for this alert, so on the free plan a balance can sit under the line for a while before anyone is told.
13

New Beneficiary

Polling trigger

In Zapier“Triggers when a new beneficiary is added to your Airwallex account.”

Reacts each time a new beneficiary, a person or company you can send money to, is added in Airwallex.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a finance lead who wants a second pair of eyes on every new payee before the first transfer goes out.
Watch out
only beneficiaries added after the Zap is on count; the ones you saved last year stay out of reach of this trigger.
14

New Billing Checkout

Polling trigger

In Zapier“Triggers when a new billing checkout is created in your Airwallex account.”

Fires on every billing checkout created in your account, before the customer has paid anything.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
following up on hesitant buyers: you see who was sent to a checkout and compare later with Billing Checkout Completed.
Watch out
a created checkout is not money in, so counting it as a sale in a report inflates your numbers.
15

New Billing Checkout (Instant)

Instant trigger

In Zapier“Triggers instantly when a new billing checkout is created in your Airwallex account.”

Airwallex tells Zapier as soon as a checkout session exists, without waiting for the next check, so you know a customer was invited to pay.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
sales reps who open checkout sessions for clients and want each one logged next to the deal at once.
Watch out
checkouts your own Zaps create with Create Billing Checkout fire this trigger too, so keep the two flows from feeding each other.
16

New Billing Customer

Polling trigger

In Zapier“Triggers when a new billing customer is created.”

Every new billing customer, the record that invoices and subscriptions hang on, starts the Zap at Zapier's next check.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
opening a matching client file in your accounting or CRM tool the day a new account is set up.
Watch out
a Zap that listens here and also runs Create Billing Customer will set itself off again and again, and spend tasks fast.
17

New Billing Transaction

Polling trigger

In Zapier“Triggers when a new billing transaction is created in your Airwallex account.”

Picks up each new billing transaction, the money movements recorded against your Airwallex invoices.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a bookkeeper who reconciles invoice payments and wants every movement copied to the ledger without retyping.
Watch out
only a polling version exists, so expect a wait that matches your plan rather than an immediate entry.
18

New Card

Polling trigger

In Zapier“Triggers when a new card is created in your Airwallex account.”

Notices cards newly created in your Airwallex account and passes each one to the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an office manager who keeps a register of who holds which company card.
Watch out
the Instant twin also reacts to activations; this polling one is described for creation only, so do not count on it when a card is switched on.
19

New Cardholder

Polling trigger

In Zapier“Triggers when a new cardholder is added to your Airwallex account.”

Wakes the Zap when someone new is registered as a cardholder, the employee or contractor that cards are issued to.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
HR onboarding, when a new hire becomes a cardholder and should receive the expense policy.
Watch out
cardholders added before you publish are ignored; bringing them in is a separate, one-off job.
20

New Cardholder (Instant)

Instant trigger

In Zapier“Triggers instantly when a new cardholder is added to your Airwallex account.”

Here Airwallex pushes the news itself: a cardholder is added and the Zap starts without waiting for anything.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a fast-growing team where a new hire needs a card and its rules on their first day.
Watch out
pair it with Create Card only if every cardholder really needs a card; otherwise each addition issues one.
21

New Card (Instant)

Instant trigger

In Zapier“Triggers instantly when a new card is created or activated in your Airwallex account.”

Covers two moments in a card's life, its creation and its activation, and gets both straight from Airwallex.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
telling a team member that their card is live, so they stop asking whether it works.
Watch out
because activation fires it too, one card can start the Zap twice, which means twice the tasks.
22

New Card Transaction

Polling trigger

In Zapier“Triggers when a new transaction is made on a selected card.”

Follows the transactions made on a card you pick, or on all of them, and starts the Zap for each new one.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
asking the cardholder for a receipt as soon as a charge shows up, instead of chasing a pile at closing time.
Watch out
the Card field is mandatory; choose ALL to cover every card, or a single card if only that one matters.
23

New Card Transaction (Instant)

Instant trigger

In Zapier“Triggers instantly when a transaction is made on a selected card.”

Each card payment is pushed by Airwallex to Zapier as it is made, on one card or on ALL of them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
expense control in practice: a team member pays a supplier and gets a nudge to photograph the receipt while still at the till.
Watch out
with ALL selected on a busy fleet of cards, every coffee becomes a Zap run, and the 100 tasks of the free plan go quickly.
24

New Invoice

Polling trigger

In Zapier“Triggers when a new invoice is created in your Airwallex account.”

Each invoice created in your Airwallex account, whoever or whatever created it, sets this Zap going.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an accounting firm that wants every new client invoice copied to the matching folder for review.
Watch out
an invoice created through Create Invoice starts as a draft and can still change, so figures copied at this point may not be final.
25

New Invoice (Instant)

Instant trigger

In Zapier“Triggers instantly when a new invoice is created in your Airwallex account.”

Airwallex hands the new invoice to Zapier the moment it is created, which keeps whatever mirrors your invoices in step.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
agencies that open a project folder per invoice and want it there before the client replies.
Watch out
if the same Zap also creates invoices, you have built a loop that spends a task every time it turns.
26

New Payment

Polling trigger

In Zapier“Triggers when a new payment (transfer) is created in your Airwallex account.”

Outgoing payments, called transfers in Airwallex, start the Zap as soon as one is created in your account.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
letting a supplier know that a transfer to them has been set up.
Watch out
the Instant twin is worded around scheduled transfers, this one around created ones; test both on a real payment before choosing.
27

New Payment Source

Polling trigger

In Zapier“Triggers when a new payment source is created in your Airwallex account.”

Reacts to each new payment source, the link between a billing customer and an outside payment method.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
confirming to a customer that their payment method is now on file.
Watch out
sources added by your own Create Payment Source steps start this Zap as well, so keep those flows apart.
28

New Payment (Instant)

Instant trigger

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

The moment a transfer is scheduled, Airwallex lets Zapier know, so the people waiting for that money hear about it in the same minute.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
marketplaces paying out sellers, where each seller wants to know when the money left.
Watch out
scheduled is not received; a transfer can still fail later, and Failed Payment (Instant) is the trigger that tells you.
29

New Payment Acceptance Customer

Polling trigger

In Zapier“Triggers when a new Payment Acceptance customer is created in your Airwallex account.”

Watches for new Payment Acceptance customers, the customer record on the payment-taking side of Airwallex, separate from billing customers.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a webshop that wants each new buyer record added to its newsletter tool.
Watch out
Payment Acceptance customers and billing customers are two different records, and actions for one never touch the other.
30

New Payment Acceptance Customer (Instant)

Instant trigger

In Zapier“Triggers instantly when a new Payment Acceptance customer is created in your Airwallex account.”

The same customer record, delivered by Airwallex at creation, without the wait of a check.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
welcoming a new buyer while they are still on your site, or turning them into a billing customer as in the Zap above.
Watch out
map the next steps from a real record; the trigger test brings back the latest customers of the connected account, not invented samples.
31

New Price

Polling trigger

In Zapier“Triggers when a new price is created in your Airwallex account.”

A new price, meaning the amount, currency and billing frequency attached to a product, is what wakes this Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
keeping a public price list or a sales sheet in step whenever the catalog grows.
Watch out
editing a price later does not fire it, and there is no trigger for updated prices.
32

New Product

Polling trigger

In Zapier“Triggers when a new product is created in your Airwallex account.”

Fires on each product added to your Billing catalog, the goods or services you sell.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a training company that adds a course and wants the sales team told about it.
Watch out
checkouts and subscriptions ask for a Price ID, so a product alone is not something a customer can buy yet.
33

New Subscription

Polling trigger

In Zapier“Triggers when a new subscription is created in your Airwallex account.”

Every subscription that starts in your Airwallex account lands here, one Zap run per new subscriber, ready to be passed on to the tools that serve that customer.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
provisioning an account in your product, or adding the customer to an onboarding sequence.
Watch out
changes made to that subscription afterwards do not come through here; Updated Subscription covers them.
34

New Subscription (Instant)

Instant trigger

In Zapier“Triggers instantly when a new subscription is created in your Airwallex account.”

New subscribers are announced to Zapier by Airwallex as soon as the subscription exists, which suits anything the customer is waiting for.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
unlocking a members' area right after sign-up.
Watch out
once published, it only reacts to subscriptions created from then on; existing members need a separate import.
35

New Transaction

Polling trigger

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

Covers the money moving through your Airwallex account itself: a deposit, a currency conversion or a payout each start the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a bookkeeper mirroring the account's activity in a sheet for reconciliation.
Watch out
deposits, conversions and payouts all come through this one trigger, so every movement is a run; plan your task count before switching it on.
36

Updated Subscription

Polling trigger

In Zapier“Triggers when a subscription is updated in your Airwallex account.”

Fires when an existing subscription is changed in your Airwallex account.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
telling the account owner that a customer changed plan, so the next invoice is no surprise.
Watch out
there is no Instant version, and a Zap that calls Update Subscription on the same records will trigger itself.
Actions

The 29 Airwallex actions

Airwallex gives you 29 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Invoice Line Items

Action

In Zapier“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.”

Adds lines to an invoice that is still a draft, up to 100 in one run.

When to use it
building an invoice from billable items logged in a time tracker or a project tool.
Watch out
the Invoice field wants the ID of a draft; once the invoice is finalized, no line can be added.
2

Cancel Billing Checkout

Action

In Zapier“Cancels an active billing checkout. Only ACTIVE checkouts can be cancelled.”

Closes a billing checkout that is still open, so it stops waiting for a payment.

When to use it
withdrawing an offer that expired or a quote the client turned down.
Watch out
only ACTIVE checkouts can be cancelled, and you need the Checkout ID to point at the right one.
3

Cancel Subscription

Action

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

Ends a subscription, either right away or at the end of the current billing period, your call.

When to use it
acting on a cancellation request that arrives through a form or a support ticket.
Watch out
Cancel at Period End decides which: switched on, the subscription stays active until the period ends; off, it stops immediately.
4

Create Beneficiary

Action

In Zapier“Creates a Beneficiary.”

Saves a new payee in Airwallex, a person or a company, with the bank details a transfer needs.

When to use it
onboarding a supplier from a vendor form so that finance never retypes an account number.
Watch out
almost every field is mandatory, from the full postal address to the transfer method, and country codes take the 2-letter ISO 3166 format.
5

Create Billing Checkout

Action

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

Opens a checkout session where a customer pays once, starts a subscription, or saves payment details for later.

When to use it
a quote accepted in your CRM turns into a checkout the client can pay at once.
Watch out
Mode, Success URL and a Price ID are mandatory, so the price has to exist in Airwallex before the Zap runs.
6

Create Billing Customer

Action

In Zapier“Creates a new Billing customer for invoices and subscriptions.”

Creates the billing customer that invoices and subscriptions will hang on; only a name is mandatory.

When to use it
turning a signed deal in your CRM into a billable account.
Watch out
if the same client can arrive twice, a List Billing Customers search beforehand helps you avoid a second record.
7

Create Card

Action

In Zapier“Creates a virtual or physical card for a cardholder.”

Issues a card, virtual or physical, to a cardholder who already exists in Airwallex.

When to use it
giving a new team member a virtual card on the day they join.
Watch out
the cardholder must be there first, so Create Cardholder runs earlier, in the same Zap or in another one.
8

Create Cardholder

Action

In Zapier“Creates a cardholder.”

Registers a person as a cardholder, the step that comes before any card can be issued to them.

When to use it
feeding new hires from your HR tool into Airwallex.
Watch out
creating the cardholder and the card in one go takes two actions, so a multi-step Zap and a paid plan.
9

Create Invoice

Action

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

Starts a new invoice in DRAFT for a billing customer; it only becomes payable once you finalize it.

When to use it
opening an invoice when a project is marked done in your project tool.
Watch out
the billing customer and the currency, in 3-letter ISO 4217 form such as EUR or USD, are both mandatory.
10

Create Payment Source

Action

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

Attaches an outside payment method to a billing customer, using that method's ID at the processor that holds it.

When to use it
customers who already saved a card with another processor, such as Stripe, and should not enter it again.
Watch out
both the Billing Customer ID and the External ID are mandatory; without the external method's ID, nothing gets linked.
11

Create Payment Acceptance Customer

Action

In Zapier“Creates a new Payment Acceptance customer in your Airwallex account.”

Adds a customer on the Payment Acceptance side of Airwallex, the side that takes payments from buyers.

When to use it
creating the buyer record when a lead signs up on your site.
Watch out
this record is not a billing customer; invoices and subscriptions need Create Billing Customer instead.
12

Create Price

Action

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

Gives a product a new price: its amount, its currency and how often it is billed.

When to use it
launching a new tier or a regional price without opening Airwallex.
Watch out
Product ID and Currency are mandatory, and the price is open to new purchases unless you switch Active off.
13

Create Product

Action

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

Adds something you sell to the Billing catalog; its name is what customers read on invoices and subscriptions.

When to use it
mirroring a new offer the day it appears in your website catalog.
Watch out
a product on its own sells nothing, Create Price is what gives it an amount.
14

Create Subscription

Action

In Zapier“Creates a new Subscription for a Billing Customer with one or more price items.”

Signs a billing customer up to one or more price items, starting a recurring relationship.

When to use it
converting a trial into a paid plan once the customer confirms.
Watch out
four fields are mandatory, including how payment is collected, so decide that before you start mapping.
15

Delete Draft Invoice

Action

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

Removes a draft invoice for good: Airwallex states that this deletion cannot be undone.

When to use it
cleaning out drafts that a test Zap created by mistake.
Watch out
only DRAFT invoices can go; a finalized one has to be voided with Void Invoice instead.
16

Delete Invoice Line Items

Action

In Zapier“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.”

Takes lines off a draft invoice, up to 100 in one run.

When to use it
removing a service the client dropped before the invoice is issued.
Watch out
you need the Line Item IDs, which a List Invoice Line Items search can fetch first.
17

Finalize Invoice

Action

In Zapier“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.”

Moves a draft invoice to FINALIZED, which issues it and makes it payable.

When to use it
issuing the invoice once a manager approves it in your approval tool.
Watch out
it fails unless the invoice already carries a due date or a number of days until due, so set one beforehand.
18

Mark Invoice as Paid

Action

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

Records a finalized invoice as paid when the money came in outside Airwallex.

When to use it
a client paid by cheque, and your bookkeeping tool knows it before Airwallex does.
Watch out
it only works on finalized invoices; a draft has to be finalized first.
19

Preview Subscription Invoice

Action

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

Shows what the next invoice of a subscription will look like, or the first invoice of a subscription you have not created yet.

When to use it
sending a prospect an exact figure before they commit.
Watch out
a recurring Price ID is mandatory, so a one-off price will not work here.
20

Update Beneficiary

Action

In Zapier“Updates a beneficiary by ID.”

Changes the saved details of an existing payee, found by its Beneficiary ID.

When to use it
a supplier changes bank and sends the new details through your vendor form.
Watch out
fetch the Beneficiary ID first, with List Beneficiaries for example, since only the ID points to the right payee.
21

Update Billing Checkout

Action

In Zapier“Updates an existing billing checkout. Only ACTIVE checkouts can be updated.”

Changes a billing checkout while it is still open, so the client pays what was agreed on the latest call.

When to use it
adjusting an offer after a call with the client, before they complete it.
Watch out
as with cancelling, only ACTIVE checkouts can be changed.
22

Update Billing Customer

Action

In Zapier“Updates an existing Billing customer by ID.”

Rewrites the details of an existing billing customer, picked by its ID, so invoices carry the right identity.

When to use it
keeping company details in step with your CRM when a client renames itself.
Watch out
the Customer field wants the billing customer's ID, not their name.
23

Update Invoice

Action

In Zapier“Updates a draft Invoice. Only invoices in DRAFT status can be updated.”

Edits an invoice as long as it is still a draft.

When to use it
fixing a draft after the client asks for a change.
Watch out
once finalized, an invoice is out of this action's reach, and Void Invoice is the only way back.
24

Update Invoice Line Items

Action

In Zapier“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.”

Edits lines of a draft invoice, up to 100 in one run.

When to use it
correcting a line after the final count of hours.
Watch out
each line is targeted by its Line Item ID, on top of the Invoice ID.
25

Update Payment Acceptance Customer

Action

In Zapier“Updates an existing Payment Acceptance customer by ID.”

Brings a Payment Acceptance customer up to date, picked by its ID, on the buyer side of Airwallex.

When to use it
syncing a changed email address from your support tool.
Watch out
billing customers are not touched by this; they have their own update action.
26

Update Price

Action

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

Touches an existing price within narrow limits: only the description, the active status and metadata can change.

When to use it
retiring an old price by switching Active off once the new one is live.
Watch out
the amount cannot be edited, so a new amount means Create Price.
27

Update Product

Action

In Zapier“Updates an existing Product.”

Adjusts a product already in your Billing catalog, found by its Product ID, for example its availability to new buyers.

When to use it
taking an offer off sale by switching Active off.
Watch out
the Product ID is mandatory, so a List Products search often comes first.
28

Update Subscription

Action

In Zapier“Updates an existing Subscription.”

Changes an existing subscription, identified by its Subscription ID.

When to use it
scheduling the end of a subscription by switching Cancel at Period End on.
Watch out
a Get Subscription search beforehand confirms you are about to change the right one.
29

Void Invoice

Action

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

Cancels a finalized invoice by moving it to VOIDED, which means it will not be collected.

When to use it
a client disputes an invoice and a corrected one replaces it.
Watch out
drafts cannot be voided; they are removed with Delete Draft Invoice.
Searches

The 26 Airwallex searches

26 search steps look for data that already exists in Airwallex, so a later step can use it.

A search step finds something already in Airwallex and passes it on. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Any search makes the Zap multi-step. Three settings decide what happens when the result is not the one you expected.

1

Get Beneficiary

Search

In Zapier“Gets a specific beneficiary by its ID.”

Fetches one payee from its Beneficiary ID and hands its details to the following steps.

When to use it
a failed transfer alert should name the supplier, not just show an ID.
Watch out
without the ID in hand, List Beneficiaries is the search to use.
2

Get Billing Checkout

Search

In Zapier“Gets a specific billing checkout by its ID.”

Reads a single checkout from its Checkout ID.

When to use it
checking that a checkout is still ACTIVE before an Update Billing Checkout step touches it.
Watch out
the Checkout ID is the only way in, so it must come from an earlier step.
3

Get Billing Customer

Search

In Zapier“Gets a specific billing customer by its ID.”

Pulls a billing customer's record from its Billing Customer ID.

When to use it
enriching a cancelled subscription alert with who the customer actually is.
Watch out
a wrong ID finds nothing, and by default that stops the Zap at this step.
4

Get Billing Transaction

Search

In Zapier“Gets a specific billing transaction by its ID.”

Reads one billing transaction from its Transaction ID.

When to use it
following a transaction that an earlier step mentioned, to add its details to a ledger entry.
Watch out
to see every transaction of an invoice instead, List Billing Transactions is the right search.
5

Get Invoice

Search

In Zapier“Gets a specific invoice by its ID.”

Looks up one invoice from its Invoice ID and hands its current state to the next step.

When to use it
just before Finalize Invoice, to confirm the invoice is still a draft.
Watch out
it reads, it never changes anything; the update actions do that.
6

Get Invoice Line Item

Search

In Zapier“Gets a specific invoice line item by its ID.”

Reads one line of an invoice; both the Invoice ID and the Line Item ID are needed.

When to use it
checking a line before Update Invoice Line Items rewrites it.
Watch out
one ID is not enough here, the search wants the pair.
7

Get Payment

Search

In Zapier“Gets a specific payment (transfer) by its ID.”

Fetches one payment, a transfer in Airwallex terms, from its Payment ID.

When to use it
adding the transfer's details to a message for the supplier who is waiting for it.
Watch out
searching by status rather than ID is a job for List Payments.
8

Get Payment Source

Search

In Zapier“Gets a specific payment source by its ID.”

Reads one payment source from its Payment Source ID.

When to use it
confirming which payment method is attached before an invoice is finalized.
Watch out
the ID is mandatory, so it has to come from a trigger or an earlier step.
9

Get Payment Acceptance Customer

Search

In Zapier“Gets a specific Payment Acceptance customer by its ID.”

Retrieves one Payment Acceptance customer from its Customer ID, so later steps can address that buyer properly.

When to use it
turning a buyer's ID into a name for a thank-you message.
Watch out
billing customers live elsewhere and are found with Get Billing Customer.
10

Get Price

Search

In Zapier“Gets a specific price by its ID.”

Reads one price from its Price ID and hands that record to the next steps.

When to use it
checking which price a checkout is about to use, in an internal note before it goes out.
Watch out
to browse prices without an ID, List Prices does the job.
11

Get Product

Search

In Zapier“Gets a specific product by its ID.”

Reads a product from its Product ID and passes it along to the steps below.

When to use it
putting the product name in a sales alert instead of a bare ID.
Watch out
the ID is mandatory; List Products helps when you only know the name.
12

Get Subscription

Search

In Zapier“Gets a specific subscription by its ID.”

Fetches one subscription from its Subscription ID, so the Zap knows what it is dealing with.

When to use it
checking a subscription's state before Cancel Subscription runs.
Watch out
if nothing comes back, decide with the first setting above whether the Zap stops or goes on.
13

Get Subscription Item

Search

In Zapier“Gets a specific subscription item by its ID.”

Reads one item inside a subscription, asking for both the Subscription ID and the item's own ID.

When to use it
seeing which price a given item of a subscription carries.
Watch out
without both IDs, this search cannot run.
14

List Beneficiaries

Search

In Zapier“List beneficiaries by name, nickname, company name, bank account number, or entity type.”

Searches payees by name, nickname, company name, bank account number or entity type.

When to use it
finding a supplier's Beneficiary ID from the name typed into a form, before Update Beneficiary.
Watch out
two suppliers with similar names can both match; the multiple results setting decides which one is kept.
15

List Billing Checkouts

Search

In Zapier“Lists billing checkouts with optional filters.”

Returns billing checkouts, narrowed by optional filters.

When to use it
spotting checkouts still open for a client before sending a new one.
Watch out
left wide open, it can return many checkouts, and by default only the first goes on.
16

List Billing Customers

Search

In Zapier“Lists billing customers with optional filters.”

Lists billing customers with optional filters.

When to use it
checking whether a client already exists before Create Billing Customer adds a duplicate.
Watch out
turn on the no-results setting if the Zap should continue when the client is new.
17

List Billing Transactions

Search

In Zapier“Lists billing transactions for an invoice.”

Lists the billing transactions of one invoice, whose ID is mandatory.

When to use it
seeing every payment attempt on an invoice flagged by Invoice Payment Failed.
Watch out
to hand every transaction to the next step, pick the setting that passes all results on.
18

List Draft Invoices

Search

In Zapier“List invoices that are in DRAFT status.”

Returns invoices that are still in DRAFT, the ones nobody has issued yet.

When to use it
a reminder to the account owner to review drafts that nobody has finalized.
Watch out
finalized and voided invoices never appear here; List Invoices covers them.
19

List Invoices

Search

In Zapier“List invoices by customer, status, payment status, or invoice number.”

Finds invoices by customer, status, payment status or invoice number.

When to use it
a client asks about an invoice number in a support ticket and the reply needs its status.
Watch out
searching by customer can match several invoices, so set the multiple results option on purpose.
20

List Invoice Line Items

Search

In Zapier“Lists line items for an invoice.”

Lists the lines of one invoice, from its Invoice ID.

When to use it
collecting Line Item IDs before Delete Invoice Line Items or an update.
Watch out
by default only the first line goes on; choose to pass them all when you need every ID.
21

List Payments

Search

In Zapier“List payments (transfers) by status, request ID, or other criteria.”

Finds transfers by status, request ID or other criteria, without needing a Payment ID.

When to use it
checking whether a supplier's payment already went out before scheduling another.
Watch out
a broad status search can match many transfers at once.
22

List Payment Sources

Search

In Zapier“Lists payment sources with optional filters.”

Lists payment sources, the outside methods linked to billing customers, with optional filters.

When to use it
making sure a customer has a payment method on file before a subscription starts.
Watch out
an empty result stops the Zap unless the no-results setting is on.
23

List Payment Acceptance Customers

Search

In Zapier“List Payment Acceptance customers by merchant customer ID, email, or other criteria.”

Finds Payment Acceptance customers by merchant customer ID, email or other criteria.

When to use it
matching a buyer from your webshop by email before creating a new record.
Watch out
it only searches the Payment Acceptance side, never billing customers.
24

List Prices

Search

In Zapier“Lists prices with optional filters.”

Lists prices across your catalog, narrowed by optional filters when you set them.

When to use it
finding the Price ID a checkout or subscription step requires.
Watch out
a product with several prices returns several matches, so choose which one goes on.
25

List Products

Search

In Zapier“Lists products with optional filters.”

Lists products in your Billing catalog, with optional filters.

When to use it
getting a Product ID before Create Price or Update Product.
Watch out
inactive products may matter to you or not; check what comes back in the test.
26

List Subscriptions

Search

In Zapier“List subscriptions by customer, status, or other criteria.”

Finds subscriptions by customer, status or other criteria.

When to use it
a support ticket asks to cancel, and the Zap first finds that customer's subscription.
Watch out
a customer with two subscriptions returns two; the default keeps only the first.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there, and the steps that depended on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking this box turns a search into a find-or-create. No Airwallex search offers this variant, so a missing item has to be created by a separate action.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When an Airwallex Zap breaks

Zapier attaches no help article to Airwallex, so what follows are the general limits that hit this app hardest.

Often the surprise is a Zap doing exactly what it was told. If a run fails and the reason is not obvious, our Zapier troubleshooting service exists for that, and the Zapier training covers these patterns in depth.

  • Nothing from before the Zap

    A Zap only reacts to what happens after you publish it. Invoices, cards or subscriptions that already existed are never picked up; moving them is a separate job.

  • The Zap that feeds itself

    A Zap watching New Invoice that also runs Create Invoice sets itself off again and again, and the task count drains fast. Keep watchers and creators apart.

  • A sudden flood held back

    After a bulk import, a trigger can return a huge batch at once. Zapier's flood protection may hold it back rather than run everything.

  • No double starts on polling

    On a polling trigger, Zapier remembers what it has already seen, so the same invoice or payment never starts the Zap twice.
Need help

Need help automating Airwallex with Zapier?

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FAQ

Airwallex Zapier integration: frequent questions

01Is the Airwallex Zapier integration free?
Yes, Airwallex is not a premium app on Zapier, so it runs on the free plan. That plan gives you 100 tasks a month, an unlimited number of Zaps and a check every 15 minutes on polling triggers. The real limit is length: on the free plan a Zap holds one trigger and one action, nothing more. As soon as you add a second action, a filter or a search, the Zap becomes multi-step and needs a paid plan. Prices are not quoted here because they change too often.
02How many tasks does an Airwallex Zap use?
One task per action that completes successfully, nothing for the trigger. A Zap where a failed card payment creates one alert costs one task per failure. A Zap that creates a billing customer and then an invoice costs two tasks per new customer. Checking Airwallex for new data is free however often it happens, and an action that fails is not counted. Watch the triggers that fire often, like New Card Transaction set to ALL cards: each charge is a run, and every action in that run counts.
03Is Airwallex on Zapier real time?
It depends on the trigger. Thirteen of the 36 Airwallex triggers carry the (Instant) label: Airwallex reports the event to Zapier as it happens and the Zap starts right away, on any plan. The other 23 are polling triggers: Zapier checks at an interval set by your plan, 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. When an event exists in both versions, like Failed Payment, pick the Instant one if speed matters.
04What does it take to connect Airwallex to Zapier?
An Airwallex account, and access to the cards, invoices or customers you want the Zap to handle if they are not yours. In Zapier, open Apps, click + Add connection, search for Airwallex, then confirm with Add connection. Sign in to Airwallex in the tab that opens and grant Zapier access. The connection is then reused by every Airwallex step in all your Zaps, so you only do this once per account.
05Why does Finalize Invoice fail on a draft that looks fine?
Because Airwallex refuses to finalize an invoice that has no due date set. The invoice must carry either a number of days until due or a fixed due date before Finalize Invoice runs. A Zap that goes straight from Create Invoice to Finalize Invoice without setting one will stop at that step. The same family of rules applies elsewhere: lines can only be added, edited or deleted while the invoice is a draft, and a finalized invoice can be voided but not deleted.
06What if the Airwallex operation you need is not on Zapier?
Then the Zapier integration cannot do it, and no setting will change that. The 91 operations listed on this page are everything Zapier currently exposes for Airwallex. For example, there is no action to change a price's amount: Update Price only edits the description, the active status and metadata, so a new amount means creating a new price. When a missing piece blocks a whole process, it is worth comparing with other automation tools before building around the gap.
07Zapier, Make or n8n for Airwallex?
It depends on your criteria rather than on a single winner. Zapier suits a team that wants to start from a ready list of 91 Airwallex operations, with no code and a free plan that already runs simple Zaps. If your flows need many steps per event, or you care most about running costs at high volume, compare how each tool counts its usage. Write down the volume, the number of steps and who maintains it, then compare.
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