STEP 1
Select Wise in workflow
Pick Wise app in the workflow builder [4] - just one click to select the app.
Wise Integration
Send international transfers and manage recipients with Wise. Connect Wise financial events to workflows that update records and notify the right teams. Start from Watch Balance Credits, then automate actions such as Get Account Balance and Get Exchange Rate.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Wise integration
Triggers can detect changes in Wise and run actions that can create, search or modify data inside Wise automatically [3] — exactly how you set them.
- Watch Balance CreditsTriggers when balance credits.
- Watch Profile UpdatesTriggers when profile updates.
- Watch Transfer IssuesTriggers when transfer issues.
- Watch Transfer State ChangesTriggers when transfer state changes.
- Get Account BalanceReturns a single balance by ID.
- Get Exchange RateReturns the exchange rate for a currency pair.
- Get ProfileReturns a single profile by ID.
- Get QuoteReturns a quote by ID.
- Get RecipientReturns a single recipient account.
- Get TransferReturns a single transfer.
- Get Transfer ReceiptDownloads a transfer receipt PDF.
- List BalancesRetrieves balances for a profile.
- List ProfilesRetrieves all profiles on the account.
- List RecipientsRetrieves recipient accounts for a profile.
- List TransfersRetrieves transfers for a profile.
- Cancel TransferCancels an outgoing transfer.
- Create QuoteCreates a locked FX quote.
- Create RecipientCreates a recipient account.
- Create TransferCreates a transfer from a quote.
- Delete RecipientDeactivates a recipient account.
How to integrate Wise in automation workflow?
3 simple steps to make your Wise connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Wise
When prompted, authorize access to Wise in WEXTL once. Wise credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Wise account. Approve?
STEP 3
Build a workflow
Build your workflow with Wise yourself or with WEXTL® AI Builder. Connect Wise to any available integrations [5], or use HTTP node to go beyond them.
Wise
How Wise connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Wise app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Wise supports.
The following table illustrates what fields Wise integration require during authorization flow inside our workflow builder [4].
Connect Wise
API Token*Text
••••••••
Environment*Text
••••••••
Demonstration of Wise connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API TokenRequired | password | Personal API token from Wise Settings → API tokens. |
EnvironmentRequired | select | — |
Connect Wise to popular apps on WEXTL
Enter a name of the other app you want to sync with Wise below. Click on selected app to explore integration options with Wise. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Wise integration
Select Watch Transfer Issues trigger from Wise - this will be a starting point in your automation. Whenever event happens in Wise, workflow will start [7] from Watch Transfer Issues node.
Search for Create Transfer, connect it as the next step of integration sequence. You can use filters between Watch Transfer Issues and Create Transfer, so only important data pass from Watch Transfer Issues to the next step. WEXTL gives you full control over the process of Wise automation. All parts of workflow are visible on the canvas [4].
Wise on WEXTL has 23 modules for building finance automations. Explore Wise documentation for more.
Wise
Watch Transfer Issues
Commas
Performs action
OR
Commas
Triggers
Wise
Create Transfer
Demonstration of how visual Wise automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Wise in your workflows.
Wise has 4 triggers, including "Watch Balance Credits", "Watch Profile Updates", and "Watch Transfer Issues", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 19 actions, including "Get Account Balance", "Get Exchange Rate", and "Get Profile", and more. Refer to our Wise Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Wise integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Wise official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Wise provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Wise or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Wise inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Wise modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Wise integration.
- Wise integration source code, module specs and credentials implementation.
- Internal Wise integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Wise vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Wise App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation