Sync payment events to CRM records instantly, eliminating manual reconciliation between your treasury and sales operations.
Airwallex payment events update Salesforce Opportunity stages automatically, keeping your sales team accurate without manual entry.
Qualified Salesforce leads trigger Airwallex beneficiary creation, cutting onboarding time for new international customers.
Multi-currency balances and FX rates surface directly inside Salesforce records, giving revenue teams one source of truth.
A Salesforce Opportunity marked Closed Won automatically initiates an Airwallex payment request for the exact deal amount.
Airwallex payment failures create follow-up tasks in Salesforce and notify the account owner within seconds automatically.
A qualified Salesforce Account automatically provisions a matching Airwallex beneficiary pre-filled with existing CRM data.
Airwallex transaction history syncs to Salesforce custom objects daily, flagging any unmatched records for immediate review.
Real-time Airwallex FX movements trigger Salesforce notifications when deal currency exposure crosses a threshold you define.
Link your Airwallex and Salesforce accounts to Neotask using secure API credentials - takes under two minutes.
Tell Neotask in plain language what to automate, such as syncing payment status to Opportunity stages on receipt.
Neotask monitors both systems and executes your workflows automatically, with logs available for every action taken.
| Capability | Airwallex | Salesforce |
|---|---|---|
| Account Management | Global accounts, virtual cards, wallets | CRM accounts, contacts, orgs |
| Payment Operations | Send, receive, schedule payments | Opportunity and invoice tracking |
| FX and Treasury | Multi-currency, real-time FX rates | Custom currency fields, deal records |
| Data Sync | Transaction history, balances | Records, metadata, custom objects |
| Alerts | Payment events, FX movements | Field updates, tasks, notifications |
Revenue teams running global operations constantly bridge two worlds: the payment infrastructure handling money movement and the CRM tracking customer relationships. When those systems don't talk, finance spends hours reconciling transactions against opportunities and sales reps chase payment confirmations instead of closing deals.
Neotask connects Airwallex and Salesforce so data flows between them automatically. Payment events in Airwallex - receipts, failures, FX movements - update the right Salesforce records without anyone touching a keyboard. Salesforce pipeline milestones, like a deal moving to Closed Won, trigger corresponding payment actions in Airwallex.
Global payments introduce complexity that generic CRM workflows aren't built for. Multi-currency deals require live FX context. International customers need beneficiary accounts before a payment can go out. Payment failures need immediate CRM follow-up, not a nightly batch job.
This integration handles all of it. Airwallex provides the payment rails, FX infrastructure, and treasury operations. Salesforce holds the customer relationships, pipeline stages, and revenue records. Neotask acts as the connective layer, translating events from one system into actions in the other.
The result is a revenue operation where finance and sales share the same real-time picture of every deal's payment state, without either team doing manual data entry.
Use Airwallex payment event triggers rather than polling on a schedule to get Salesforce updates within seconds of a payment completing.
Map Airwallex transaction IDs to a Salesforce custom field so every record has a direct audit trail back to the payment system.
Test with a single Opportunity stage transition before enabling the full automation to confirm field mappings are correct.
Yes. Airwallex provides real-time FX rates and multi-currency transaction data that can populate Salesforce custom currency fields on Opportunity and Account records.
Neotask can initiate Airwallex payment requests based on Salesforce triggers, such as a deal reaching Closed Won. Actual fund movement follows your Airwallex account permissions and approval settings.
Neotask can detect Airwallex payment failure events and immediately create a follow-up task in Salesforce, update the Opportunity status field, and notify the account owner - all without manual intervention.
Neotask uses your credentials to read and write data on your behalf but does not store payment or CRM records. Your API credentials are encrypted and never exposed in logs or responses.
Stop reconciling payments by hand. Let Neotask automate the flow between your global treasury and CRM so your team can focus on closing deals.
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