Who is this workflow for? This workflow automates the entire transfer process with Wise, allowing you to create quotes, initiate transfers, execute them, and retrieve transfer details seamlessly..

What does this workflow do?

  • Create a Quote (Wise Node): Initiates a new quote in Wise based on specified transfer details.
  • Create a Transfer (Wise1 Node): Generates a new transfer using the quote created in the previous step.
  • Execute the Transfer (Wise2 Node): Processes the transfer that was set up in the Wise1 node.
  • Retrieve Transfer Information (Wise3 Node): Fetches and returns the details of the executed transfer for record-keeping or further actions.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automate repetitive transfer tasks to save time.
  • Accuracy: Minimize manual errors in transfer creation and execution.
  • Integration: Seamlessly connect Wise with other tools like Google Sheets and Webhooks for a unified workflow.

👨‍💻 Who is This Workflow For?

This workflow is ideal for small business owners, financial managers, freelancers, and anyone who regularly handles international money transfers and seeks to streamline the process.

🎯 Use Cases

  1. Vendor Payments: Automatically generate and execute payments to international suppliers based on predefined criteria.
  2. Recurring Transfers: Schedule regular payments to freelancers or contractors without manual intervention.
  3. Financial Reporting: Automatically log transfer details into Google Sheets for easy tracking and accounting.

TL;DR

This workflow streamlines the entire Wise transfer process, from quoting to execution and information retrieval, enhancing efficiency and accuracy in managing your financial transactions.

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