Connect Wise to monday.com
We build integrations that move work between Wise and monday.com: Wise events create or update items on your boards, and changes on a board run actions in Wise.
What Wise can start
Events in Wise that can create or update items on your boards.
| Trigger |
|---|
| Balance credit |
| Balance update |
| Transfer active case |
| Transfer state changed |
What monday.com can do in Wise
Actions a change on a board can run in Wise.
| Action |
|---|
| Account |
| Account: Get balances |
| Account: Get currencies |
| Account: Get statement |
| Exchange rate |
| Get exchange rate |
| Profile |
| Get profile |
| Get many profiles |
| Quote |
| Create quote |
| Get quote |
| Recipient |
| Get many recipients |
| Transfer |
| Create transfer |
| Delete transfer |
| Execute transfer |
| Get transfer |
| Get many transfers |
Recipes
When a balance updates in Wise, create an item in monday.com to track the change.
When a transfer state changes in Wise, update a column value in monday.com.
When an item is created in monday.com, create a transfer in Wise.
Keep Wise as it is. We connect it to monday.com.
We build the integration around what you already have. Wise keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Wise and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Wise stays as it is
The integration connects to Wise the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Wise to monday.com
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Scope
We agree which system owns each record, which events should move it, and which board it lands on.
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Build the workflow
We build the workflow that carries data between Wise and monday.com and logs every run.
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Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
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Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Wise
Do we have to replace anything?
No. Wise stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Wise?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in Finance & Accounting
See more in Finance & AccountingTell us what Wise and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.