Wise

wise platform api enables secure access and management of wise accounts, payments, cards, and banking infrastructure integrating with make com allows users to automate and streamline international payments and account management within their workflows 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 wise support 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 an active account and receive api access credentials (client id and client secret) from wise, create your account on wise app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 personal token personal token instructions you need to generate a personal token from your wise com account settings ensure you have 2 step login set up on your wise com account navigate to your settings page click on api tokens generate a new personal token if you do not already have one locate and copy your personal 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}} log in in your make account , 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 connect an application 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 design an interactive interface that guides users through the process of creating 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 transfer funds between two standard balance accounts in different currencies, making it easy to handle currency conversions within your balances before you can make the transfer, you'll need 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 you meet all the necessary requirements, the order will be completed and its status will change to done create balance account this module lets you open a new balance within a chosen profile, using the currency and balance type you specify 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, you’ll need to provide a name as well 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 businesses as recipients to complete a payment, simply provide the recipient’s iban (international bank account number) create email recipient if you don’t have your recipient’s bank account details, you can simply enter their email address wise will then send an email to your recipient with a secure link where they can provide their bank account information directly to wise once your recipient submits their details, wise will safely process and complete your transfer create gbp recipient send payments to recipients in the united kingdom, whether they are individuals or businesses you can choose to send funds using either the recipient’s sort code and account number, or their iban, depending on what details you have create quote the profile id you use in this module determines if the transfer is made for an individual or a business when you fetch a quote, the module retrieves the latest mid market exchange rate that will apply to your transfer it also calculates the applicable fees and provides an estimated delivery time, so you know exactly what to expect before proceeding create quote v3 the profile id you use in this module determines if the transfer is processed on behalf of an individual or a business this module retrieves the current mid market exchange rate for your transfer, calculates the applicable fees, and provides an estimated delivery time 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 lets you send a payment to a recipient’s account using the details from a specific quote after you create a transfer, you’ll need to fund it within five working days—otherwise, it will be automatically canceled create subscription for borderless deposit creates a new subscription for a user profile, allowing you to manage and track their subscription details delete a recipient account this module allows you to remove a recipient by setting their status to inactive please note that you can only delete recipients who are currently active, and once deleted, a recipient cannot be reactivated however, if needed, you can always create a new recipient with the same information if the deletion is successful, there won’t be any response data 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 associated with a user's profile please note that the balance account must have a zero balance before it can be closed once the account is closed, any linked bank account details will be deactivated and cannot be restored in the future delete webhook subscription for borderless deposit permanently removes a specific subscription from your account using its unique identifier 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 this suggestion is simply for testing purposes and to make things more convenient 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 includes examples of each account, and may provide both local and international receiving options, so you can easily see how to receive money in different currencies on your balance get list of countries a list of countries that you can use when specifying recipient or user profile addresses this helps ensure that addresses entered are valid and supported by the system get list of states by country code you can access a list of states when working with the united states, canada, brazil, or australia in this module this feature helps you easily select the appropriate state or region for these countries get profile list retrieve detailed profile information using a specific profile id use this module once to get your unique user profile id—remember, your personal and business profiles each have their own separate ids get receipt pdf download a pdf receipt confirming the transfer for transactions that have reached the "outgoing payment sent" status this module allows you to easily obtain official documentation for your completed outgoing payments get recipient account by id retrieve detailed information about a recipient's account using their unique id this module helps you access specific account details quickly and easily get transfer extra info dynamic form this module allows you to send a quote to a chosen recipient account to use it, you’ll need to specify the sender, select the exact quote you want to send, and choose the target recipient account get transfer delivery time retrieve the most up to date delivery estimate for a specific transfer using its transfer id this module provides you with the expected date and time when the transfer should 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 all of the user's multi currency account balances based on the specified account types simply provide at least one account type—either standard, savings, or both (separated by commas)—and the module will return all matching balance accounts linked to the user's profile list bank account details orders this module retrieves all bank account assignment requests associated with a specific profile and multi currency account list recipient accounts retrieve a list of the user's 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 does not support pagination, it's a good idea to use the currency filter to help ensure the response is returned quickly and efficiently 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 business profile, filter by a particular time range, or narrow results based on payment status list webhook subscriptions displays a list of all your current subscriptions, allowing you to view details about each one load accounts the account load module allows a user to successfully transfer funds into their account using the parent portal, making those funds available for use within the product make an api call send a request to a specific api endpoint to retrieve or update data based on your chosen parameters move money between balances this module lets you easily manage your money between different balances you can add funds to a jar in the same currency (moving money from your standard to your savings balance without any currency conversion), add money to a jar in a different currency (with automatic conversion based on a provided quote id), or withdraw money from a jar (moving funds from your savings back to your standard balance, again without conversion) just specify the amount or quote id as needed for each action recipient accounts requirements get this module allows you to retrieve the necessary account requirements for a specific currency route instead of referencing a particular quote, you simply provide the amount, source currency, and target currency as url parameters this helps you understand what information or documents are needed to complete a transfer between the selected currencies and amount 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 currency this information is especially helpful if you want to build a dynamic user interface that adapts to different requirements based on the selected currency 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 each supported currency this information is especially useful if you want to build a dynamic user interface that adapts to the requirements of different currencies, ensuring your users always provide the correct 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 make's template gallery , 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 wise topics on make community wise website wise documentation wise api documentation wise page on make