Wise by #makeitfuture.

wise offers a multi currency international account for personal and business use, enabling users to hold, convert, send, and receive money globally with transparent fees integrating with make com streamlines cross border payments and automates financial workflows for 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 a wise business account and access to 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 personal token personal token instructions you need to generate your personal token 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 or access your existing 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 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 provided 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 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 that use different currencies before making the transfer, 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 then generate the necessary account details the order will use the same currency as the balance you set up earlier once you meet all the required conditions, the order will be marked as done, indicating it’s fully completed 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 when setting up a new balance, you'll need to specify the currency and type, and if you're creating a savings balance, be sure to include a name for it 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 use this feature, simply provide the recipient's iban (international bank account number) as the required detail create email recipient if you don’t have your recipient’s bank account information, you can simply enter their email address instead wise will then send your recipient an email with a secure link where they can provide their bank account details directly to wise once your recipient submits their information, wise will safely process your transfer to their account 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 simply provide the required details based on your chosen recipient type for 'sort code', enter the sort code and account number; for 'iban', provide the iban create quote the profile id you use in this module determines if the transfer is processed for 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 applicable fee 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 this module retrieves a quote showing the current mid market exchange rate that will be applied to your transfer it also calculates the applicable fees and provides an estimated delivery time for your transaction create recipient account a recipient is the person or organization who ultimately receives your payment please note that the bank account details required 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 details from a specific quote after you create a transfer, you have up to five business days to fund it—if it isn’t funded in that time, the transfer will be automatically canceled create subscription for borderless deposit creates a new subscription for a user profile, allowing you to manage and automate profile based subscription activities 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 if needed, you can always create a new recipient using the same information when a recipient is successfully deleted, there will be no 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 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 identifier generate guid for idempotency you don’t need to use an api for this task—you can likely accomplish it directly in your code the api option is mainly offered here to make testing a bit easier get balance account by id this module retrieves detailed information about a specific balance 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 provides information on how to receive funds, including both local and international options, for each currency balance associated with the account get list of countries this module provides a list of countries that you can use when specifying recipient or user profile addresses it helps you ensure that the addresses entered are valid and supported within the system get list of states by country code you can access a list of states for the following countries united states (us), canada (ca), brazil (br), and australia (au) this module allows you to easily retrieve and use the state or province names specific to these countries in your workflows get profile list retrieve detailed information about a profile using its unique id you typically need to use this module just once to find out 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 the status “outgoing payment sent ” this module lets you easily retrieve and save official confirmation documents for your outgoing payments get recipient account by id retrieve detailed information about a specific recipient’s account using their unique id get transfer extra info dynamic form this module allows you to send a quote to a selected recipient account to use it, you'll need to specify the sender, provide all the details of the quote, and choose the target recipient account where the quote will be sent 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 when the funds are currently 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 all of a 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 the user's recipient accounts, with the option to filter results by currency and/or the user's profile id since this list does not support pagination, it's recommended to use the currency filter to help keep the response time fast and manageable list transfer retrieve a detailed list of transfers associated with a specific user profile—by default, this will be the user’s personal profile you can further refine your results by adding query parameters to select a particular profile type (personal or business), set a specific time range, or filter transfers based on their payment status list webhook subscriptions retrieve a complete list of all your current subscriptions, allowing you to view details about each one load accounts the "account load" module refers to the successful transfer of funds by a user through the parent portal, which is an integral feature of the product this means that when someone adds money to their account using the parent portal, the account load module records and completes this transaction make an api call send a request to a specific api endpoint to retrieve, create, update, or delete data based on your configuration move money between balances this module lets you easily manage your money between different balances you can add funds to a savings jar in the same currency by moving money from your standard balance, or you can add money in a different currency by using a provided quote for conversion you can also withdraw money from your savings jar back to your standard balance, all without any currency conversion if it’s the same currency just specify the amount or quote as needed! 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 as url parameters, without needing to reference a specific quote recipient accounts requirements get the get and post account requirements endpoints let you easily 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 automatically adjusts to show the right fields based on the selected 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 each currency this information is especially useful if you want to build a dynamic user interface that adapts to different currency requirements, ensuring you always collect the right details from your users 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