Wise

Wise

Manage multi-currency balances, convert funds, and track deposits with Wise.

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Triggers & Actions

Use Wise as a trigger to kick off a workflow, or use it as an action to do something automatically in your workflow.

Triggers

No triggers available

Actions

  • Create Balance

    Opens a balance within the specified profile, in the currency and type specified.

  • Get Balance

    Retrieves a balance based on the specified balance ID.

  • List Balances

    Retrieves all multi-currency account balance accounts for a profile.

  • Delete Balance

    Closes a balance account. Balance must have zero balance to be closed.

  • Convert Balance

    Converts funds between two STANDARD balance accounts in different currencies using a quote.

  • Move Money Between Balances

    Move money between balances (add to jar, withdraw from jar, or convert between currencies).

  • Get Balance Capacity

    Check deposit limits based on regulatory requirements. Useful for profiles in Singapore or Malaysia.

  • Add Excess Money Account

    Add a recipient account for automatic excess money transfers when balance exceeds regulatory limits.

  • Get Total Funds

    Get an overview of total account valuation and available liquidity across all balances.

  • Get Current User

    Get authenticated user details for the token. Response includes personal profile info.

  • Get User By ID

    Get authenticated user details by user ID. Response includes personal profile info.

  • Create User

    Create a new Wise user with registration code. Email must be unique.

  • Check User Exists

    Check if a user with the given email already exists in Wise.

  • Set Contact Email

    Set a contact email address for user notifications.

  • Get Contact Email

    Retrieve the contact email address for a user.

  • Get Profile by ID

    Retrieves profile information by profile ID.

  • List Profiles

    Retrieves all profiles belonging to the authenticated user account.

  • Get Exchange Rates

    Fetch current or historical exchange rates between currencies.

  • Create Quote

    Creates an authenticated quote for a transfer. The quote locks the exchange rate for 30 minutes.

  • Get Quote

    Retrieves a quote by ID.

  • Update Quote

    Updates a quote with recipient and payment details. This may change pricing and delivery estimates.

  • Create Transfer

    Create a transfer from quote. Use customerTransactionId for idempotence to ensure only one transfer is created per request.

  • Get Transfer

    Get transfer details by ID

  • Fund Transfer

    Fund a transfer from balance or other payment method

  • List Transfers

    List transfers with optional filtering by status, currency, and date range

  • Cancel Transfer

    Cancel a transfer. Only transfers that have not been funded can be cancelled.