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How to Integrate Applications

2024/11/19

How to integrate Google Sheets with Wrike to reflect row updates in Google Sheets to Wrike

n.watanabe

"Every day, I'm overwhelmed with project management. Our team uses Google Sheets to manage information, but manually updating task progress and changes in Wrike is a huge burden..."

Are you facing such challenges? By utilizing Yoom, you can integrate Google Sheets with Wrike, which can improve work efficiency. This integration allows for smooth task updates and deadline changes, helping to prevent task omissions and information sharing errors.
It is particularly attractive for its ability to flexibly respond to ongoing projects.

In this article, we will clearly explain how to create tasks in Wrike using row updates in Google Sheets as a trigger. It's a must-try for those who want to streamline project management.

Recommended for

  • Those who manage information using spreadsheets as a team while visualizing task progress in Wrike
  • Project managers who feel burdened by manual task updates and information organization.
  • Those who want to prevent task omissions and information update oversights during project progress.
  • Those considering integrating Google Sheets with Wrike and are interested in automation for business efficiency.

Benefits and Specific Use Cases of Integrating Google Sheets and Wrike

Benefit 1: Efficiency through Automatic Updates of Existing Tasks

By integrating Google Sheets with Wrike and setting up a flow triggered by row updates, changes made in Google Sheets are automatically reflected in tasks within Wrike.

This feature eliminates the need to manually reflect task progress and changes in assignees, which can speed up business operations.

For example, when a project manager adjusts a task deadline in Google Sheets, the task in Wrike is also updated, allowing everyone to quickly share the same information.
<span class="mark-yellow">This system is particularly effective for managing event schedules and projects with frequent changes.</span> Additionally, since changes are centrally managed within Wrike, there's no need to switch between multiple tools, further enhancing work efficiency.

Benefit 2: Enhanced Flexibility in Task Management

By leveraging app integration, row updates in Google Sheets are directly linked to task updates in Wrike, creating flexibility in task management methods.
Especially by utilizing the easy-to-edit table format of Google Sheets, task information can be managed collectively, allowing for detailed changes according to the project's status.

For instance, if the priority of tasks changes during a project, simply adjusting the assignee or deadline in Google Sheets automatically updates the information in Wrike.
<span class="mark-yellow">Moreover, this flow allows for detailed trigger interval settings according to the project's scale and nature.</span>

With app trigger settings, you can set update frequencies, allowing for quick reflections in high-urgency projects and efficiency in stable projects by lengthening intervals. This leads to task management that easily adapts to dynamic changes.

Benefit 3: Ensuring Consistency Across the Entire Team

The row update trigger flow integrating Google Sheets and Wrike not only automatically reflects changes in Wrike but also centrally manages task information, ensuring consistency across the entire team. This is particularly beneficial for projects involving remote work or multiple departments, as it facilitates smooth information sharing across different tools.

For example, when a task deadline is changed in Google Sheets, it is automatically reflected in Wrike, and unified information is shared with all assignees and stakeholders.
<span class="mark-yellow">This flow ensures that even if each member works on different platforms, they can always grasp the latest task status, preventing delays and misunderstandings.</span> Furthermore, reflecting updates in Wrike tasks enhances transparency in progress, contributing to smooth overall project management.

How to Create a Google Sheets and Wrike Integration Flow

From here, we will set up the integration between Google Sheets and Wrike using Yoom.
The setup this time is "When a row is updated in Google Sheets, the task in Wrike is also updated."

  • Integrate Google Sheets and Wrike with My App
  • Copy Template
  • Configure Flow Details
  • Turn Trigger ON

You can set it up without programming knowledge. We'll explain with images, so let's start with the preparation!

[What is Yoom]

Step 1: Integrate Google Sheets and Wrike with My App

First, set up the integration of Google Sheets and Wrike with My App in Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When you click "New App Connection," a search window will appear, so search for Google Sheets and Wrike respectively.

Google Sheets Integration with My App

Log in with your Google account for Google Sheets.

Click "Sign in with Google," and a screen to select your Google account will appear. Choose the one you want to integrate.

Select your account → Log in to Yoom "Next" → Click "Continue" as Yoom requests access to your Google account to complete the integration. Also, prepare the sheet you will use in advance for this flow.
The sheet prepared in advance is as follows.
It was used in the settings of this template.

Wrike Integration with My App

After searching for Wrike, a login screen will appear. Enter your information.
Next, allow integration with Yoom.

Click "Authorize" on the above screen to complete the integration.
Make sure it has been added to the My Apps list.

If you can confirm Google Sheets in the same way, the integration with My App is complete.
Next, proceed to the flow settings, so copy the template from the banner below.

Step 2: Set Up App Trigger

First, set up "When a row is updated".
The first page reflects the account information of the Google Spreadsheet linked with My App.

You can change the title to something more understandable, so modify it as needed.
Once you have confirmed the account information, proceed to the next step. Next, set the trigger activation interval.

The trigger activation interval can be set from 5 to 60 minutes.
Note that some options may not be available depending on the plan. Select the Spreadsheet ID and Sheet ID from the options and specify the range.

The last item "Column to detect updates" refers to "which column's update will trigger the activation", so input according to the content.
In this sheet, the trigger is set to activate when the "deadline" is updated.

Once you have entered the necessary items, click "Test" to confirm if the output can be obtained.

If the content of the sheet entered in the test is obtained as a value next to each item, click "Save" to complete the trigger setup.

Step 3: Set Up Task Update

Next, set up "Update Task".
On the first page, confirm the account information and modify the title as with Google Spreadsheet, then proceed to the next step.

Next, configure the content to be updated.

Select the Task ID from the output, and similarly set the content to be updated (this time, the deadline) from the output.

Once you have entered the information, click "Test".
If the output is obtained, the test is successful. Confirm that the information is updated in Wrike as well.

Finally, turn on the trigger to activate the flow.

Now, the flow has started.
The template set this time is as follows.

Other Automation Examples Using Google Sheets and Wrike

Twilio Automation Flow for Instant Notifications with Spreadsheet Updates

When a row is added to a Google Sheet, you can use Twilio to automatically send phone calls or SMS notifications. This eliminates information sharing delays and enables prompt responses. It is particularly useful for improving the efficiency of customer interactions and business communications.

This flow will help reduce workload and enable smooth information transmission.

Streamline Response Management by Automatically Recording Chat History

Automatically record new Channel Talk chats in Google Sheets to centrally manage response history. This helps in preventing missed responses and leads to efficient task management.

Utilizing customer data also progresses, and overall business improvement is expected.

Summary

Integrating Google Sheets with Wrike using Yoom can be easily set up without any programming knowledge.
Implementing this system significantly reduces the workload of updating tasks and facilitates smooth information sharing across the team. Additionally, centralized management of changes helps prevent task omissions and errors.
This is a convenient app integration that busy project managers should definitely try. Register for Yoom for free now and start efficient task management. Take the first step towards reducing your workload with Yoom!

The person who wrote this article
n.watanabe
I have been an SEO writer for 5 years and have continued to write under the motto “easy to read” and “easy to convey.” I want to bring the convenience of Yoom, which can be linked to apps without programming knowledge, to many people!
Tags
Automation
Integration
Google Sheets
Wrike
Related Apps
App integration
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