Automatically Send and Forward Wrike Data to Email Tools
This is a flow that notifies Wrike data using email apps like Gmail as a starting point.
Notifications are sent automatically, helping team members avoid overlooking important tasks.
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When using Wrike for task management, common concerns include "noticing new tasks late" and "the hassle of sharing with the team."
However, setting up an automatic notification system for Wrike data often requires programming knowledge, which might make some people wonder, "Can we do it ourselves?"
This is where the no-code tool Yoom comes in handy!
<span class="mark-yellow">You can build a system to automatically notify chat tools or emails about tasks created in Wrike without relying on engineers.</span>
By automating notifications, you can expect to improve team collaboration efficiency while preventing communication errors!
This article clearly explains how to automate by combining Wrike and notifications. Please read to the end.
Yoom offers templates for automating workflows using Wrike!
If you want to try it right away, click the banner below to get started!
There are various ways to automatically notify Google Calendar data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in, register an account, and you can immediately experience automatic notifications from Google Calendar. Registration takes just 30 seconds, so feel free to give it a try!
By integrating with tools like Google Chat or Discord, Wrike data is automatically notified, allowing you to smoothly keep up with the latest information.
For example, even when you're on the go and checking your smartphone, you can immediately know when a new task is registered!
This is a flow that notifies Wrike data using email apps like Gmail as a starting point.
Notifications are sent automatically, helping team members avoid overlooking important tasks.
Let's get started on creating a flow to automatically notify Wrike data!
We'll set it up using Yoom without any coding.
If you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
<span class="mark-yellow">This time, we will create a flow bot that notifies Google Chat when a task is created in Wrike!</span>
The creation process is broadly divided into the following steps.
Please register Wrike and Google Chat as My Apps to connect them to Yoom.
By completing the My Apps registration in advance, you can smoothly proceed with the automation settings.
1. First, let's register Wrike as My App.
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
Search for Wrike from the list of apps or use the search function to find it.
2. Enter the account you want to link on the following screen and click Add.
3. After logging in, please "approve" the connection with Yoom.
4. Next, register Google Chat as My App.
Click Google Chat from the "+ Add" in Yoom and sign in, just like in (1).
The following screen will be displayed, so enter the "Client ID" and "Client Secret".
For detailed connection methods, please refer to the site below.
How to Register Google Chat (OAuth) as My App
Once each is registered as My App in Yoom, the connection is complete!
1. To set up automation, click "Try it" on the banner below.
2. Read the following screen display and click "OK".
1. Let's start setting up the flow! First, click "When a task is created".
2. The following screen will be displayed, so check the settings and press "Next".
3. Once the settings are complete, please create a task in Wrike for testing!
This time, we created a task as shown below.
4. Set the trigger activation interval from the dropdown according to your needs.
※ The shortest activation interval varies depending on your contracted plan.
5. After setting, click "Test". If the test is successful, you can obtain the output.
Since this value will be used in the next setting, check and save the obtained content.
1. Next, click "Retrieve Task Information".
2. As before, check the following settings and press "Next".
3. Next, perform the API connection settings.
Select the task ID you want to retrieve from the output obtained earlier!
4. After setting, execute "Test"!
When you scroll, the output will be displayed as before. This will also be used in the Google Chat settings, so check the data.
Once confirmed, click "Save".
1. We're quickly at the last setting item! As before, click "Send Message".
2. Similarly, check the following settings and press "Next".
3. Click the input field and select the "Space Resource Name" from the suggestions.
4. Enter the "Message Content" according to your needs!
※ By combining template messages and outputs, you can automatically notify according to the content of each task.
This time, we entered the following content for testing ↓
5. After completing the settings, proceed to "Next" and click "Test".
Once the test is successful, check if the notification has been received in Google Chat!
After confirming, click "Save".
Finally, click "Turn on the trigger" to complete the automation settings!
Make sure the flow bot is running correctly.
Thank you for your hard work on the setup!
It is possible to automatically register new tasks created in Wrike to other tools, update Wrike tasks in line with updates to other databases, and notify chat tools of task updates and registration information!
By automatically notifying Wrike task information, sharing with the team becomes smoother, and work omissions can be prevented.
As introduced in this article, using Yoom allows you to easily set up a notification system without programming knowledge.
If you feel like "I want to try it first," start with Yoom's free registration.
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