Overview
Wise (formerly TransferWise) is the cross-border payments platform – transfers, multi-currency accounts, FX rates, recipients. The Automize Wise connector covers these.
- Regions: Global (170+ countries).
- Plans: Personal + Business. API on Business.
Setting up the connection
Auth type: Bearer Token.
- Wise Business → API tokens → create.
- In Automize → Settings → Connectors → Wise. Paste token.
Find your credentials at https://wise.com/business/integrations/.
Rate limits
Per-account.
Data model
Cross-border:
Profile (Business) ─┬─ Multi-Currency Account (balances per currency)
├─ Recipients (saved beneficiaries)
├─ Transfers (in-flight + completed)
└─ Quotes (FX rates)Available operations
10 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Quote | General | Create a transfer quote (get price/rate) |
| Create Recipient | General | Create a transfer recipient |
| Create Transfer | General | Create a transfer |
| Fund Transfer | General | Fund a transfer from balance |
| Get Exchange Rate | General | Get live FX rate between currencies |
| Get Profiles | General | List personal and business profiles |
| Get Transfer | General | Get transfer status |
| List Balances | General | List multi-currency balances |
| List Recipients | General | List saved recipients |
| List Transfers | General | List transfers |
Operations
Create Quote
Create a transfer quote (get price/rate)
| Parameter | Required | Type | Description |
|---|---|---|---|
Profile Id profile_id | Yes | text | |
Sourcecurrency sourceCurrency | Yes | text | |
Targetcurrency targetCurrency | Yes | text | |
Sourceamount sourceAmount | Yes | text | |
Targetamount targetAmount | Yes | text |
Create Recipient
Create a transfer recipient
| Parameter | Required | Type | Description |
|---|---|---|---|
Currency currency | Yes | text | |
Type type | Yes | text | |
Profile profile | Yes | text | |
Accountholdername accountHolderName | Yes | text | |
Details details | Yes | text |
Create Transfer
Create a transfer
| Parameter | Required | Type | Description |
|---|---|---|---|
Targetaccount targetAccount | Yes | text | |
Quoteuuid quoteUuid | Yes | text | |
Customertransactionid customerTransactionId | Yes | text | |
Details details | Yes | text |
Tips
- Quote ID + recipient ID + customer transaction ID + reference.
Fund Transfer
Fund a transfer from balance
| Parameter | Required | Type | Description |
|---|---|---|---|
Profile Id profile_id | Yes | text | |
Transfer Id transfer_id | Yes | text | |
Type type | Yes | text |
Get Exchange Rate
Get live FX rate between currencies
No input parameters.
Get Profiles
List personal and business profiles
No input parameters.
Get Transfer
Get transfer status
| Parameter | Required | Type | Description |
|---|---|---|---|
Transfer Id transfer_id | Yes | text |
List Balances
List multi-currency balances
| Parameter | Required | Type | Description |
|---|---|---|---|
Profile Id profile_id | Yes | text |
List Recipients
List saved recipients
No input parameters.
Tips
- Saved beneficiaries.
List Transfers
List transfers
No input parameters.
Tips
- Filter by status, date range.
FAQ
- Why Wise vs banks?
- Wise typically 5-8× cheaper on FX than traditional banks. Mid-market rate + transparent small fee.