Wise by #makeitfuture.

wise is a fintech platform for international money transfers, multi currency accounts, and business payments with transparent fees integrating wise with make com enables automated global payments, streamlined financial operations, and seamless currency management for individuals and businesses this is ai generated content based on official wise documentation the content may still contain errors—please verify important information if you have questions, contact https //wise com/platform/contact directly how to get support on wise wise is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=wise\&app slug=wise\&app unique id=wise app foy3ky 0iizr8 requirements to use the wise app in make, you must have valid api credentials from wise which include a client id and client secret and an active account, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/wise/ click the install button follow the on screen instructions to complete the setup connect wise and {{product name}} to get started, you must first create a connection between wise and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,personal api token oauth 2 0 instructions you need to obtain your api access credentials begin your partnership with wise to initiate the process for api access wait to receive your api access credentials for the sandbox environment from wise these credentials will consist of a client id and a client secret provide your technical team’s redirect url to wise, which will be used to forward users after they grant your application access safely store the received client id and client secret personal api token instructions you need to generate your personal api token log in to wise com with your credentials select your business profile navigate to your account go to integrations and tools select api tokens click add new token complete 2 step login if prompted retrieve the generated personal api token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=wise\&app slug=wise\&app unique id=wise app foy3ky 0iizr8 create the connection in {{product name}} https //www make com/en/register , add the wise module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your wise or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page wise modules after connecting to the wise app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get recipient creation dynamic form you can use the information returned by this api to create a dynamic user interface that guides users through the process of adding new recipients cancel transfer you can use this module to cancel transfers that haven't been funded yet please note that once a transfer is cancelled, the action is permanent and cannot be reversed convert across balance accounts this module lets you convert funds from one standard balance account to another, even if they're in different currencies before you start the conversion, make sure to create a quote and set the “payout” field to “balance ” create account details order this module allows you to create a new order, which will generate account details for you the order will use the same currency as the balance you set up earlier once all the necessary steps are completed, the order will be marked as done create balance account this module lets you open a new balance for a specific profile, choosing the currency and balance type you need for standard balances, you can only have one per currency, but for savings balances, you can create several in the same currency just make sure to include the currency and type in your request, and if you're setting up a savings balance, don't forget to provide a name for it create eur recipient easily send payments to recipients in eurozone countries, including austria, belgium, cyprus, estonia, finland, france, germany, greece, ireland, italy, latvia, lithuania, luxembourg, malta, netherlands, portugal, slovakia, slovenia, and spain this module supports both private individuals and business recipients to use it, simply provide the recipient’s iban as the required detail and set the recipient type to 'iban' create email recipient if you don’t have your recipient’s bank account details handy, you can simply set up an email recipient wise will then send an email to your recipient with a secure link, allowing them to enter their bank account information directly once your recipient submits their details to wise, your transfer can be completed without any extra steps from your side create gbp recipient send payments to recipients in the united kingdom, whether they are individuals or businesses you can choose to send payments using either the recipient’s sort code and account number (for uk bank accounts), or their iban (for international style payments) simply provide the required details based on your chosen recipient type for 'sort code', enter the sort code and account number for 'iban', enter the iban create quote the profile id you use in this module determines if the transfer is carried out for an individual or a business the module retrieves the current mid market exchange rate, which will be applied to your transfer additionally, it calculates the applicable fees and provides an estimated delivery time for your transfer create quote v3 the profile id you use in this module determines if the transfer is made on behalf of an individual or a business this module retrieves a quote with the current mid market exchange rate that will apply to your transfer it also calculates the applicable fees and provides an estimated delivery time for your transfer create recipient account a recipient is the person or organization who ultimately receives your payment keep in mind that the bank account details you'll need to provide for the recipient can vary depending on the currency you're sending create transfer a transfer is a payment instruction that sends money to a recipient’s account, using the details provided in a quote after you create a transfer, you’ll need to fund it within five working days—otherwise, the transfer will be automatically canceled create subscription for borderless deposit create a new subscription for a user profile, allowing you to automatically receive updates or notifications whenever changes occur to that profile delete a recipient account this module allows you to remove a recipient by setting their status to inactive please note that only recipients who are currently active can be deleted, and once a recipient is made inactive, they cannot be reactivated however, if needed, you can always create a new recipient using the same details if the deletion is successful, there will be no response content if you try to delete a recipient who is already inactive, you'll receive an http 403 status code delete a balance this module allows you to close a balance account linked to a user's profile please note that the balance account must have a zero balance before it can be closed when you close the account, any associated bank account details will also be deactivated and cannot be restored later delete webhook subscription for borderless deposit permanently removes a specific subscription from your account using its unique id generate guid for idempotency you don’t need to use an api for this task—you can most likely accomplish it directly in your code the api is just provided here to make testing a bit easier get balance account by id this module retrieves detailed information about a specific balance by using the provided balance id get bank account details this module retrieves a list of all available and active account details for the specified profile it provides information such as local and international receiving options, so you can see exactly how to receive money into your currency balances the response includes practical examples to help you understand the account details you’ll receive get list of countries this module provides a list of countries that you can use when entering recipient or user profile addresses it helps ensure that the address information is accurate and matches the supported countries for your service get list of states by country code you can access a list of states when working with the united states, canada, brazil, and australia this module lets you easily retrieve and use state information for these specific countries in your scenarios get profile list retrieve detailed information about a user profile using its unique id this module is typically used once to obtain your user profile id, which is required for other operations please note that your personal and business profiles each have their own distinct ids get receipt pdf download a pdf receipt confirming the transfer for transactions that have reached the "outgoing payment sent" status get recipient account by id retrieve detailed information about a recipient’s account using their unique id this module allows you to access specific account details for a given recipient get transfer extra info dynamic form this module displays all the specific requirements needed for sending a quote, based on the sender, the particular quote you’ve chosen, and the target recipient account you’ve selected get transfer delivery time retrieve the current estimated delivery time for a specific transfer using its transfer id this module provides you with the most up to date prediction of when the funds are expected to reach the recipient’s bank account get webhook subscription by id fetches detailed information about a specific subscription using its unique identifier list balance accounts fetches the user's multi currency account balances, showing all balance accounts linked to their profile for the specified types you’ll need to provide at least one account type (either standard or savings), and you can request multiple types by separating them with commas this module helps you easily view balances across your different account types list bank account details orders this module retrieves all the bank account assignment requests associated with a specific profile and multi currency account, giving you a detailed overview of any requests made for linking bank accounts to that profile list recipient accounts retrieve a list of your recipient accounts you can use the currency and profile parameters to narrow down the results by specific currency or by the user profile id that owns the account since this list doesn’t currently support pagination, it’s a good idea to filter by currency to keep the response time quick and manageable list transfer retrieve a detailed list of transfers associated with a specific user profile—by default, this will be your personal profile you can also customize your search by adding query parameters to select a particular profile (personal or business), define a specific time range, or filter by payment status list webhook subscriptions retrieve a complete list of all your current subscriptions load accounts account load refers to the successful transfer of funds by a user through the parent portal, which is a feature within the product this module specifically handles the process of adding money to an account via the parent portal make an api call send a request to a specific api endpoint to retrieve, create, update, or delete data based on your chosen method and parameters move money between balances this module lets you easily manage your money between different balances, called jars you can move funds from your main (standard) balance to your savings (savings) balance in the same currency, or convert money to another currency and add it to a different jar using a provided quote you can also withdraw money from your savings jar back to your main balance, all without any currency conversion if it’s in the same currency recipient accounts requirements get this module lets you retrieve the account requirements needed for a specific currency route by providing the amount, source currency, and target currency directly as url parameters—no need to reference a specific quote recipient accounts requirements get the get and post account requirements endpoints let you find out exactly which fields are needed to create a valid recipient for each supported currency this information is especially helpful if you want to build a dynamic user interface that adapts to the specific requirements of different currencies recipient accounts requirements post the get and post account requirements endpoints let you find out exactly which fields are needed to create a valid recipient for various currencies this information is especially useful if you want to build a dynamic user interface that adapts to the requirements of each currency, ensuring users provide all the necessary details track transfer status you can use this module to check the current status of your most recent transfer by sending a request to this endpoint templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} wise resources you can have access to more resources related to this app on the following links