Automatically log Airwallex transactions as Close activities, update deal stages, and keep your revenue team informed without manual reconciliation.
When a payment clears in Airwallex, Neotask finds the matching Close opportunity and updates its stage immediately.
Sync Airwallex FX-converted amounts to Close opportunity values so pipeline reporting reflects real revenue figures.
Create Close tasks for account owners automatically when Airwallex invoices pass their due date.
Mark a Close opportunity as Won and log the transaction amount the moment a corresponding Airwallex payment is confirmed.
Generate a Close task assigned to the account owner whenever an Airwallex invoice remains unpaid past a configurable threshold.
Push Airwallex converted currency amounts to Close opportunity value fields so multi-currency deals display in your reporting currency.
Create a Close lead automatically when Airwallex receives a payment from a contact not yet in your CRM.
Log every Airwallex transaction as a timestamped activity on the relevant Close contact for a complete payment history inside your CRM.
Add a Close note and flag the opportunity when an Airwallex refund is processed so sales and support teams stay aligned.
Describe the payment-to-CRM workflow you need - for example, 'when Airwallex receives a payment, update the Close opportunity to Won and log the amount.'
Neotask maps Airwallex payment fields to the correct Close contact, opportunity, and activity records, handling currency conversion and field matching automatically.
Automations run in real time as Airwallex events fire - deals update, tasks get created, and your Close pipeline stays accurate without any manual steps.
| Capability | Airwallex | Close |
|---|---|---|
| Trigger on payment events | Yes | - |
| Multi-currency FX data | Yes | - |
| Global account and wallet management | Yes | - |
| Lead and contact management | - | Yes |
| Opportunity and pipeline tracking | - | Yes |
| Task and activity creation | - | Yes |
| Built-in CRM actions | - | 48 actions |
Revenue teams live in Close. Finance teams live in Airwallex. When those two systems don't talk to each other, you get stale deal stages, missed follow-ups, and reconciliation work that eats hours every week.
Neotask connects Airwallex and Close so every payment event in your treasury automatically surfaces in your CRM. Describe the workflow you need in plain language, and Neotask builds and runs it - no code, no Zapier chains, no maintenance overhead.
Global payments are messy. FX conversions change deal values. Invoices arrive in different currencies. Payments clear on different timelines. When sales reps update opportunities manually based on email notifications from finance, errors compound quickly and pipeline reports drift from reality.
Connecting Airwallex to Close eliminates the hand-off. Payments trigger CRM actions automatically, at the moment they happen.
Close deals at payment confirmation. When Airwallex marks a payment complete, Neotask updates the matching Close opportunity to Won and logs the amount - no rep action needed.
Keep FX pipeline numbers accurate. Multi-currency deals often show the invoiced amount rather than the received amount. Neotask pulls the Airwallex converted figure and writes it to the Close opportunity value field so your pipeline reflects real revenue.
Surface overdue invoices before they escalate. Set a threshold - say, 3 days past due - and Neotask creates a Close task for the responsible account owner automatically, with context about the outstanding amount and currency.
Traditional integration tools require you to map fields, configure triggers, and maintain workflow chains as your processes evolve. Neotask lets you describe what you want, builds the automation, and adjusts it when your process changes - all in plain English.
Use a unique identifier like invoice ID or email in both Airwallex and Close so Neotask can match payment records to the right opportunity reliably.
Set FX sync to run at payment confirmation rather than invoice creation so Close always shows the actual received amount, not the estimated one.
Configure overdue task creation at two thresholds - a 3-day reminder and a 7-day escalation - to give reps a structured follow-up process.
Neotask matches on shared identifiers like email address, invoice ID, or customer reference. You can specify which field to use when setting up the automation.
Yes. Neotask pulls the FX-converted amount from Airwallex and can write both the original currency amount and the converted figure to separate Close fields.
You can configure Neotask to either create a new Close lead automatically or flag the payment for manual review, depending on your preferred workflow.
Yes. Neotask can update any Close pipeline stage and write to standard or custom opportunity fields based on Airwallex payment data.
Yes. You can set conditions based on payment amount relative to the invoice total - for example, create a follow-up task for partial payments and mark Won only on full payment.
Stop reconciling payments manually. Neotask links your global treasury and your CRM so revenue data stays accurate, your team stays informed, and deals close faster.
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