MazricaとWrikeの連携イメージ
How to Integrate Applications

2024/10/11

How to integrate Mazrica with Wrike to add project actions registered in Mazrica to Wrike

k.ohshiro

In professions that require multitasking, task management is very important, isn't it?
Knowing how much work you have and what the priorities are is crucial for smoothly progressing with your tasks.
Wrike is an excellent tool for efficient task management, but did you know it becomes even more convenient when integrated with Mazrica?
This article explains "How to Automatically Add Project Information Registered in Mazrica to Wrike."
It's recommended for those who often miss adding tasks or want to manage tasks in Wrike linked with Mazrica's project information.
If you're interested, please refer to the following steps and try automatic integration with Yoom!
It's possible to integrate without any code, making it easy to set up.

Benefits of Integrating Mazrica and Wrike

Benefit 1: Improved Work Efficiency

By using the integration described in this article, when a project action is registered in Mazrica, a task is automatically added to Wrike, eliminating the need for manual task creation.
The time saved from manual work allows each person in charge to focus on other tasks.
For example, you might have more time to spend on creating sales materials or researching customers, potentially improving the quality of work.
Additionally, automatic addition helps prevent missed task additions.
For instance, it can prevent situations like "I registered a project action in Mazrica but forgot to add it as a task in Wrike."
In this way, not only is work time saved, but accurate task management can also lead to overall operational efficiency.

Benefit 2: Early Detection of Issues

With the automatic integration of Mazrica and Wrike, all tasks are centrally managed, making it easier to grasp progress.
Quickly checking the progress of tasks can lead to the early detection of project issues or delays.
This allows for prompt and appropriate responses when problems arise.
Additionally, leaders and managers can more easily allocate resources and adjust priorities.
It may lead to more optimal decision-making, allowing each person in charge to proceed efficiently with their tasks.
As a result, <span class="mark-yellow">the overall quality of the project will improve, contributing to increased satisfaction for customers and clients.</span>

[What is Yoom]

Mazrica and Wrike Integration Flow

Now, let's introduce how to actually integrate Mazrica and Wrike.
The flow introduced this time is to "add to Wrike when a project action is registered in Mazrica."
The integration steps are as follows.

  1. Set up an app trigger in Mazrica
  2. Create a task in Wrike

Yoom provides the above two steps as a template.
You can create a flowbot more easily than starting from scratch, so first, click the "Try it" button in the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Mazrica and Wrike My App Integration

After copying the template, register Mazrica and Wrike in Yoom's My Apps as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Set Up App Trigger".

<Procedure>

1. After logging into Yoom, click "My Apps" → "+ New Connection" in order

2. Search for the app name and enter the required information

If Mazrica and Wrike are displayed in the My Apps list, preparation is complete!
Let's proceed to the detailed settings right away!

Step 1. Set Up App Trigger

First, open the flow you just copied from "My Projects" in the sidebar.

Next, click on the app trigger "When a project action is newly registered".

On the first page, the account information linked in advance will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, set up the API connection.
Specify "Project Type" and "Action Purpose", and click Test.
※ Please note that the "Trigger Activation Interval" varies depending on your plan. For details, please see
here.

If there are no issues up to this point, click "Save" to complete the trigger setup.

Step 2. Create a Task

Next, click "Create Task".

On the first page, similar to Step 1, account information will be displayed, so if there are no issues, click "Next".

On the second page, set up the task creation.
"Title" and "Folder ID" are required fields.
Use the information output from Mazrica to input the "Title".
Other fields are optional, so fill them in as needed.

Click "Test" and if no errors occur, click "Save".

If a popup like the one below appears, all settings are complete.
When you turn on the trigger, the flow will be executed.

Other Automation Examples Using Mazrica and Wrike

Yoom offers many automation examples using Mazrica and Wrike.
It is possible to integrate with various apps, so please refer to the following representative examples.

1. Add to Google Sheets when a project action is registered in Mazrica

In this case, the output destination was Wrike, but you can also set Google Sheets as the output destination.
This is recommended for those who want to aggregate and analyze data in Google Sheets based on Mazrica's project information.

2. Send a Template Email via Gmail Using Mazrica's Contact Information

This integration is a flow that automatically sends emails via Gmail based on Mazrica's contact information.
For those who manually create and send emails each time, using this integration can reduce the effort involved.

3. Register task information from Wrike to the Garoon calendar

For those using Garoon as groupware, this integration allows you to automatically register task information into the calendar.
It is recommended for visually managing tasks on the calendar and segmenting tasks by time.

Summary

The above was the procedure to integrate Mazrica with Wrike!
As you can see, Yoom can be used without programming knowledge, making it easy to set up integrations.
Since project information registered in Mazrica is automatically added to Wrike, the burden of manual work is reduced, allowing each person in charge to focus on other tasks.
This may improve the quality of work and lead to an increase in the success rate.
Additionally, it helps prevent missing task additions, enabling accurate task management.
Even when managing a project from a leader's position, accurate information allows for appropriate resource allocation and adjustments, contributing to the overall efficiency of the project.

If you are interested, please start by registering for free here!

The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student. I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other. Since apps can be linked without code with Yoom, anyone can easily set it up. I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
Tags
Mazrica
Wrike
Automation
Integration
Automatic
App integration
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