Wise by #makeitfuture.

wise is an international account platform for sending, receiving, and converting money with multi currency support integrating wise with make com enables automated global payments, streamlined financial workflows, and enhanced business efficiency for users managing international transactions 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 wise platform account and valid api credentials, create your account on wise app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 basic auth basic auth instructions you need to obtain your api client id and api client secret for authentication login to your platform using your credentials navigate to the section where api client credentials are managed locate your api client id locate your api client secret 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 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 an interactive 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 you cancel a transfer, the action is permanent and cannot be reversed convert across balance accounts this module lets you transfer funds between two standard balance accounts that use different currencies to get started, you’ll need to create a quote first, making sure the “payout” field is set to “balance ” create account details order this module lets you create a new order that will generate account details for you it automatically uses the same currency as the balance you set up earlier once you meet all the necessary requirements for the order, its status will change to done, indicating that the process is complete create balance account this module lets you open a new balance for a selected profile, using the currency and balance type you specify for standard balances, you can have only one per currency, but for savings balances, you can open multiple balances in the same currency just make sure to include the currency and type when setting up the module if you’re creating a savings balance, you’ll also need 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, the netherlands, portugal, slovakia, slovenia, and spain this module supports both private individuals and business 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 instead wise will then send an email to your recipient with a secure link for them to provide their bank account information directly once your recipient submits their details to wise, we’ll be able to complete your transfer safely and efficiently create gbp recipient easily send payments to recipients in the united kingdom, whether they’re individuals or businesses you can choose to send funds using either the recipient’s sort code and account number, or their iban just provide the appropriate details based on your chosen method for sort code payments, you’ll need the recipient’s sort code and account number; for iban payments, simply enter their iban create quote the profile id you use in this module determines if the transfer is processed on behalf of an individual or a business when you fetch a quote, the module retrieves the current mid market exchange rate that will apply to your transfer it also calculates the associated fees and provides an estimated delivery time, giving you a clear overview of the costs and timing before you proceed create quote v3 the profile id you use in this module determines whether the transfer is processed on behalf of an individual or a business when you fetch a quote, the module retrieves the current mid market exchange rate that will apply to your transfer additionally, it calculates the applicable fees and provides an estimated delivery time for your transaction create recipient account a recipient is the person or organization who will ultimately receive your payment keep in mind that the bank account details you 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 business days—otherwise, the transfer will be automatically canceled create subscription for borderless deposit creates a new subscription for a user profile, allowing the user to receive updates or notifications based on their preferences 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 deleted, a recipient cannot be reactivated however, you’re welcome to create a new recipient using the same information if needed 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 linked to a user's profile please note that the account must have a zero balance before it can be closed additionally, once the account is closed, any associated bank account details will 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 using the api here is mainly for testing purposes, to make things a bit easier during development 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, complete with examples it also provides information on how to receive funds, including both local and international options, for each currency balance 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 addresses are formatted correctly by allowing you to select from all supported countries get list of states by country code you can select from a list of states when working with addresses in the united states, canada, brazil, and australia this makes it easier to accurately specify locations in these countries when using this module get profile list retrieve detailed information about a user profile using its unique id you’ll only need to use this module once to get your user profile id keep in mind that 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 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 clearly outlines all the necessary requirements based on the sender, the exact quote provided, and the chosen target recipient account it ensures you have all the details you need for a smooth and accurate process tailored to your specific scenario 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 time when the transfer should reach the recipient’s bank account, based on the latest available information get webhook subscription by id fetches detailed information about a specific subscription using its unique identifier list balance accounts this module lets you check the balances of all your multi currency accounts for the specified account types simply provide at least one account type—either standard, savings, or both (separated by commas)—and you’ll get a list of all your balance accounts matching those types list bank account details orders this module retrieves all bank account assignment requests associated with a specific profile and multi currency account, allowing you to view and manage these requests easily list recipient accounts retrieve a list of the user's recipient accounts, with the option to filter results by currency and user profile id since this list does not support pagination, it's recommended to use the currency filter to keep the response time fast and manageable list transfer retrieve a detailed list of transfers associated with a specific user's profile—by default, this will be the user's personal profile you can also use query parameters to narrow down the results by selecting a particular profile (personal or business), setting a specific time range, or filtering by payment status list webhook subscriptions retrieve a detailed list of all your current subscriptions, including relevant information about each one load accounts the account load module allows users to transfer funds through the parent portal, making it easy to add money to their account as part of the overall product experience make an api call send a request to a specific api endpoint, allowing you to interact with external services or retrieve data directly from an api move money between balances this module lets you manage your money between different balances, called jars you can add funds to a jar in the same currency by moving money from your standard balance to your savings balance without any currency conversion if you want to add money to a jar in a different currency, the module will handle the conversion for you using a provided quote id you can also withdraw money from a jar, moving it from your savings balance back to your standard balance, again without any currency conversion just specify the amount you want to move, and the module takes care of the rest! recipient accounts requirements get this module lets you retrieve the account requirements needed for a specific currency transfer route instead of referencing a particular quote, you simply provide the amount, as well as the source and target currencies, as url parameters this helps you understand what information is needed to complete a transfer between those currencies 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 various currencies this information is especially helpful if you want to build a dynamic user interface that adjusts the required fields 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 various currencies this information is especially helpful if you want to build a dynamic user interface that adapts to the specific requirements for each currency 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