Create Quote

wise.create_quote
ActionBusiness appsconnection required

Calls the Wise API with the connection's credentials.

Create an authenticated quote for a profile, locking a rate and pricing every pay-in and payout option. A transfer is always created from one.

Connection

Required
Yes — the node will not save without one
Auth type
Bearer token
Providers
Wise
Secret shape
the Wise API token, or {"api_token": "…"}
Config it needs
base_url, api_version, profile_id
Resolved by
config.connection_id, else node.connection_id

Configuration

9 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

FieldTypeRequiredDefaultConstraintsExample
source_currency
Currency the money is sent from. A three-letter ISO 4217 currency code, for example GBP.
stringYes——GBP
target_currency
Currency the money is received in. A three-letter ISO 4217 currency code, for example GBP.
stringYes——USD
source_amount
Amount to send, in the source currency. Give this or 'target_amount', never both.
numberNo—≥ 0100
target_amount
Amount the recipient should receive, in the target currency. Give this or 'source_amount', never both.
numberNo—≥ 0—
target_account
Recipient account id to price the quote for. Setting it here is an alternative to calling Wise: Update Quote afterwards.
numberNo—≥ 1—
pay_out
Preferred payout method. Wise defaults to BANK_TRANSFER; other accepted values include BALANCE, SWIFT, SWIFT_OUR, ALIPAY and INTERAC, and the set depends on the route.
stringNo———
preferred_pay_in
Pay-in method to return first in the priced options, such as BANK_TRANSFER or BALANCE.
stringNo———
transfer_nature
Transfer nature, required for transfers to or from BRL because it changes the IOF tax on the quote. The accepted values are listed in Wise's transfer requirements for the route.
stringNo———
profile_id
Act for this Wise profile instead of the one on the connection.
stringNo———
  • At least one of source_amount, target_amount must be set.

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "source_amount": 100,
  "source_currency": "GBP",
  "target_currency": "USD"
}

Output

One shape.

result

FieldTypeExample
quote
The full quote object exactly as Wise returned it.
object—
quote_id
The quote's UUID, which a transfer is created against.
string—
rate
The exchange rate this quote locked in.
number—
status
Quote status: PENDING, ACCEPTED, FUNDED or EXPIRED.
string—
source_currency
Currency the money is sent from.
string—
target_currency
Currency the money is received in.
string—
source_amount
Amount debited in the source currency.
number—
target_amount
Amount delivered in the target currency.
number—
pay_out
The payout method this quote is priced for.
string—
rate_expiration_time
When the locked rate stops being valid.
string—
expiration_time
When the quote itself expires.
string—
payment_options
One entry per pay-in and payout combination, each with its own price breakdown.
array—
{
  "expiration_time": "",
  "pay_out": "",
  "payment_options": [],
  "quote": {},
  "quote_id": "",
  "rate": 0,
  "rate_expiration_time": "",
  "source_amount": 0,
  "source_currency": "",
  "status": "",
  "target_amount": 0,
  "target_currency": ""
}

Notes

  • Fund from a Wise balance? Set 'pay_out' to BALANCE on the quote too, or the fees quoted here will not match the fees the transfer is charged.

See Create Quote run in a workflow.

In a technical demo we add the Wise connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.