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WiseTrigger Automate

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WiseTrigger Automate streamlines your financial tracking by automatically capturing transfer details like Transfer ID, Date, Reference, and Amount from Wise and appending them to Airtable. This manual-triggered workflow simplifies data management, ensuring you have accurate and timely records of your transactions.

Workflow Overview

WiseTrigger Automate streamlines your financial tracking by automatically capturing transfer details like Transfer ID, Date, Reference, and Amount from Wise and appending them to Airtable. This manual-triggered workflow simplifies data management, ensuring you have accurate and timely records of your transactions.

Who should use this workflow?

  • Financial Analysts: To monitor and record transfer state changes automatically.
  • Small Business Owners: To keep track of international transactions efficiently.
  • Accountants: To ensure accurate record-keeping in Airtable for financial reporting.
  • Developers: To integrate WiseTrigger with other applications for enhanced automation.

What problem does this workflow solve?

  • Manual Tracking: Eliminates the need for manual entry of transfer data, reducing human error.
  • Real-time Updates: Provides immediate updates on transfer states, ensuring timely actions can be taken.
  • Data Organization: Automatically organizes transfer information in Airtable, making it easier to manage and analyze financial data.

Detailed explanation of the workflow process

  1. Manual Trigger: The workflow starts when a user manually triggers it via the WiseTrigger node.
  2. Transfer State Change Detection: The WiseTrigger node listens for a transferStateChange event from the Wise API, using a specific profileId.
  3. Fetch Transfer Details: Upon detecting a state change, the Wise node retrieves detailed information about the transfer using the transfer ID obtained from the webhook data.
  4. Data Formatting: The Set node formats the transfer details, including:
    • Transfer ID
    • Date of the transaction
    • Reference for the transaction
    • Amount transferred
  5. Append to Airtable: Finally, the Airtable node appends this formatted data to a specified table in Airtable, ensuring all relevant information is stored in one place.

Statistics

4
Nodes
0
Downloads
16
Views
1301
File Size

Quick Info

Categories
Manual Triggered
Simple Workflow
+2
Complexity
simple

Tags

manual
airtable
simple
wise
wisetrigger

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