Wise

wise is an international financial platform for sending, receiving, and converting money with low fees and real exchange rates integrating wise with make com enables automated global payments, streamlined financial workflows, and improved efficiency for both personal and business users 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 api credentials, 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 oauth 2 0 oauth 2 0 instructions you need to obtain your api access credentials and provide a redirect url login to your wise platform account using your credentials once your partnership begins, locate the api access credentials for the sandbox environment retrieve the client id and client secret provided for your application provide your technical team with the redirect url to be used after users grant access 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 provided by this api to design an interactive user interface that guides users through the process of creating new recipients cancel transfer this module allows you 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 money between two standard balance accounts that use different currencies before you can make the conversion, you'll need to create a quote and make sure the “payout” field is set 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 type you need for standard balances, you can only have one per currency, but with savings balances, you can open several in the same currency just make sure to specify the currency and type when you set it up 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, netherlands, portugal, slovakia, slovenia, and spain this module supports both private individuals and business recipients simply provide the recipient type as 'iban' and enter the required iban details to complete the transfer 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 where they can provide their bank account information directly to wise once your recipient submits their details, wise will safely process your transfer to their account create gbp recipient 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 by providing their iban just select the appropriate recipient type—‘sort code’ for uk bank details (sort code and account number required), or ‘iban’ if you have their iban create quote the profile id you use in this module determines whether the transfer is sent on behalf of a person 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 applicable fees and provides an estimated delivery time for your transfer create quote v3 the profile id you use for this module determines whether the transfer is processed on behalf of an individual or a business this module retrieves a quote with the current mid market exchange rate, calculates any applicable fees, and provides an estimated delivery time for your transfer create recipient account a recipient is the person or organization who will ultimately receive your payment when you send money, you’ll need to provide the recipient’s bank account information—which can vary depending on the currency you’re using create transfer a transfer allows you to send a payment to a recipient’s account using details from a specific 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 creates a new subscription for a user profile, allowing you to manage and track their ongoing access or membership 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 with the same information if the deletion is successful, you won’t receive any 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 before closing, make sure the account balance is zero once 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 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 using the api here is mainly for ease of testing and experimentation 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 examples and includes information on how you can receive money, with both local and international account details for each currency balance get list of countries this module provides a comprehensive list of countries that you can use when entering recipient or user profile addresses it helps ensure that the address information you add is accurate and matches supported country options get list of states by country code you can access a list of states when working with the following countries united states (us), canada (ca), brazil (br), and australia (au) this means the module allows you to select or retrieve state level information specifically for these countries get profile list retrieve detailed information about a user profile using its unique id this module is typically used to fetch your profile id, which you’ll need for other operations remember, your personal and business profiles will 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 helps you access specific account details quickly and easily get transfer extra info dynamic form displays all the specific requirements for sending, based on the sender, the exact quote, and the chosen 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 lets you find out exactly when we currently expect the funds 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 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, giving you a detailed overview of any pending or completed assignments 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 user profile id since this list doesn't support pagination, it's a good idea to filter by currency to get faster and more manageable results 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 different profile (personal or business), filter by a specific time period, or narrow results based on payment status list webhook subscriptions retrieve a detailed list of all your current subscriptions from your account load accounts the account load module allows a user to successfully transfer funds through the parent portal, adding money to their account as part of the overall product experience 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 standard balance to your savings balance in the same currency, or convert and add money to a jar in another currency using a quote id you can also withdraw money from your savings jar back to your standard balance, all without any currency conversion when staying within 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 successfully create a recipient for various currencies this information is especially helpful if you want to build a dynamic user interface that adapts based on the requirements for each currency recipient accounts requirements post the get and post account requirements endpoints let you see 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 different currency requirements, 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 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