integraid

Connect and automate Wise

Your no-code integration tool to link Wise with Salesforce.

With integraid, you integrate Wise (formerly TransferWise) with Salesforce to initiate payments and fetch incoming transactions automatically:

  • Initiate international payments in multiple currencies directly from Salesforce

  • Live updates on payment status, exchange rates, and fees

  • Daily reconciliation of incoming payments against CRM invoices and contacts

  • Secure API integration via OAuth—sensitive data stays with Wise

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Wise

Kategorien:

Payments & Banking

Wise is a global financial technology company that offers an international account for sending, receiving, and holding money in 40+ currencies using the real mid-market exchange rate. Businesses use Wise to pay suppliers, contractors, and employees worldwide with low, transparent fees and fast settlement. With Wise Business, companies get local account details (like IBAN, UK sort code, US routing number), batch payouts, multi-currency debit cards, and an open API to automate payments and connect Wise directly to their tools and workflows. And with integraid, you can connect Wise with Salesforce — without writing any code.

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Use Cases:

  • Sync Wise Transactions & Balances into Salesforce

    Whenever payments are sent or received via Wise, integraid can create or update custom “Payment” or “Transaction” records in Salesforce and reflect balances per currency on Accounts or dashboards — giving sales, finance, and ops a shared, real-time view.

  • Automate Global Payouts from Salesforce Records

    Use Opportunities, Orders, or custom “Payout” objects in Salesforce as the trigger for Wise payments. integraid sends the payout instructions (amount, currency, beneficiary) to Wise and writes back status updates like “processing” or “completed”.

  • Connect Wise Multi-Currency Accounts to Customers & Deals

    Link Wise Business account details and virtual balances to strategic customers, regions, or projects in Salesforce. integraid keeps references and key metadata in sync so teams see which currencies and accounts are used for which relationships.

  • Build Revenue, FX & Cash Flow Dashboards in Salesforce

    Bring Wise data (volumes, currencies, fees) into Salesforce and combine it with pipeline and account metrics. integraid keeps the numbers synchronized so you can analyze margins, FX exposure, and cross-border revenue by customer, region, or product in Salesforce reports.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.