Triggers, searches and actions in our Wise integration
This integration has the following steps:
Get the current balance of any currency account.
Create a Quote
Get the current exchange rate for any currency route (including where the sending and receiving currency are the same).
You'll receive a quote ID needed for the next step.
Create a Recipient Account
You'll input the contact and bank details of the person or business you're transferring to. The exact details required vary by country and currency.
You'll receive a recipient ID needed for the next step.
If the person/business already exists as a recipient, their ID will be returned.
Create an Email Recipient Account
You'll input the email address and account holder name of the person you want to transfer to. When the transfer is made, Wise will ask the recipient to enter their bank details to complete the transfer.
You'll receive a recipient ID needed for creating the transfer.
Create a Transfer
This step creates the transfer. You'll input the amount to be transferred, along with the quote ID and recipient ID previously created.
After this step the transfer will appear in your Wise account as created but unfunded. It can still be cancelled at this point.
You'll receive a transfer ID needed for creating the transfer.
Fund a Transfer
This step is optional. Using the transfer ID created previously, and selecting a Wise balance or currency pot, this step sends the transfer to the recipient.