Integrations

Share data with your favourite tools in real-time

Wiise integrates with the full suite of Microsoft Appsource apps, linking you to 14,000+ apps for smarter work.

  • Microsoft Teams
  • Microsoft Dynamics 365
  • Microsoft Outlook
  • Microsoft Excel
  • Shopify
  • Continia
  • Atlassian
  • 14,000+ more
Wiise with Integrations

Microsoft 365

Wiise natively integrates with Microsoft 365, which means you can use Wiise within Outlook, Teams, Excel, and more, rather than just passing data and switching between apps.

With Wiise, you can easily:

  • See your customers account history and create orders within Outlook
  • Update your financial data in Excel and sync it to Wiise, without importing or exporting documents
  • Quickly access and share information by using Wiise within Teams conversations

 

Microsoft 365 Apps

Microsoft Dynamics 365

Seamlessly add even more advanced functionality. Built on the Microsoft Dynamics 365 platform, Wiise seamlessly integrates with the entire Microsoft Dynamics 365 product suite, allowing you to adapt and scale your business. 

Sales

Close more deals and deepen customer relationships with AI assistance.

Field Service

Empower frontline teams with generative AI, IoT, and mixed reality.

Customer Service
Resolve issues faster using generative AI and automation.

Finance
Project cash flow and streamline proposals.

+ And more

Microsoft Dynamics 365 Products

Microsoft AppSource

Wiise integrates with the full suite of Microsoft AppSource integrations, offering a way to expand your Microsoft ecosystem and make Wiise work for you. By tapping into AppSource, you gain access to a diverse marketplace of third-party applications and solutions that seamlessly integrate with Wiise.

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Start automating today

Request approval for a purchase order

Secure your spending with Wiise and purchase approvals. Using PowerApps, when a purchase order is created in Wiise, send an approval request to all related recipients. The first recipient to respond will determine the outcome of the approval request. 

 

Workflow of a purchase order approval in Wiise

Send email reminders for all open invoices

Tailor a bulk email reminder for any open invoices. In Wiise, select any open invoices you'd like to send reminders out for. With one click, bulk email all relevant customers attached to those invoices.

Workflow of sending invoice reminder emails in Wiise

Block non-paying customers

Stop sales to non-paying customers. In Wiise, select any customers you'd like to block. Select the category of transactions to block, with the option to provide a reason for blocking. An email will be sent out to any recipients specified.

Workflow of blocking non-paying customers in Wiise

Sync data to spreadsheets

Generate data in SharePoint with integrations between Wiise and all your files. Your data will automatically sync through. If you create a new item, this will update across item lists you have in spreadsheets, or any other files in Sharepoint.

Workflow of syncing data to spreadsheets in Wiise

Schedule a customer visit

Remove admin from client-facing tasks through automating. In Wiise, when you schedule a visit at a customer site, automatically send a meeting invite to that customer and all relevant recipients. Following this, have the meeting and customer details communicated to your team on Microsoft Teams.

Workflow of scheduling a customer visit in Wiise

Request approval for a new vendor

Ensure accurate data only makes it into your business by automating approvals for all new vendors. In Wiise, create a new vendor, then automatically have an approval sent in Outlook, with a notification in Teams when the approval is met.

Workflow of requesting approval for a new vendor in Wiise

Purchasing

Request approval for a purchase order

Secure your spending with Wiise and purchase approvals. Using PowerApps, when a purchase order is created in Wiise, send an approval request to all related recipients. The first recipient to respond will determine the outcome of the approval request. 

 

Workflow of a purchase order approval in Wiise

Invoicing

Send email reminders for all open invoices

Tailor a bulk email reminder for any open invoices. In Wiise, select any open invoices you'd like to send reminders out for. With one click, bulk email all relevant customers attached to those invoices.

Workflow of sending invoice reminder emails in Wiise

Customers

Block non-paying customers

Stop sales to non-paying customers. In Wiise, select any customers you'd like to block. Select the category of transactions to block, with the option to provide a reason for blocking. An email will be sent out to any recipients specified.

Workflow of blocking non-paying customers in Wiise

Data syncing

Sync data to spreadsheets

Generate data in SharePoint with integrations between Wiise and all your files. Your data will automatically sync through. If you create a new item, this will update across item lists you have in spreadsheets, or any other files in Sharepoint.

Workflow of syncing data to spreadsheets in Wiise

Site visits

Schedule a customer visit

Remove admin from client-facing tasks through automating. In Wiise, when you schedule a visit at a customer site, automatically send a meeting invite to that customer and all relevant recipients. Following this, have the meeting and customer details communicated to your team on Microsoft Teams.

Workflow of scheduling a customer visit in Wiise

Vendors

Request approval for a new vendor

Ensure accurate data only makes it into your business by automating approvals for all new vendors. In Wiise, create a new vendor, then automatically have an approval sent in Outlook, with a notification in Teams when the approval is met.

Workflow of requesting approval for a new vendor in Wiise

Tools for every type of work

Popular integrations

We partner with a number of popular solutions including:

  • Employment Hero
  • Shopify
  • WooCommerce
  • MachShip
  • PayPal
  • Sharperlight
  • ProSpend
  • Workbench
  • HubSpot
  • Jet Reports

View more integrations

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Easily automate daily tasks without knowing how to code

Customise and automate your workflows without expensive development costs, using Microsoft's low-code Power Platform.

With Power Automate you an boost productivity by automating repetitive tasks and workflows  With Power Apps you can build and launch professional-grade apps and automate workflows without additional coding. With Power BI you can gain powerful, real-time insights to guide your decision making.

Whether it's automating email responses, syncing data between apps, or scheduling tasks. Wiise's native integration with Microsoft's Power Platform saves you time on repetitive tasks and connects your favourite apps seamlessly.

 
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Open API

Use our open API to connect all of your tools

Creating your own integrations via Open API for Wiise allows you to seamlessly enhance and extend the functionality of your business processes. This flexibility not only boosts operational efficiency but also ensures a more tailored and responsive ERP solution for your business.

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Didn't find the integration you were looking for?

Reach out to our friendly team for further assistance.

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Against international security standards ISO27017 & ISO27001.

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