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When exchanging messages on Slack, it's common for new tasks to arise from the flow of conversation. The problem is that when you think, "I'll register and process this task in Wrike later because I understood it on the spot," and then check Slack, the log might have moved, and you can't figure out which message it was.
Also, have you ever intended to inform Slack that you created a new task in Wrike but forgot, or found out that the task was updated without your knowledge?
In such cases, it's recommended to integrate Slack and Wrike! By utilizing API-based app integration, you can automatically link Slack data to Wrike!
Hearing about API integration might sound daunting, but with Yoom, which allows app integration without programming, you don't need specialized knowledge! We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
By using Yoom, you can easily integrate Slack and Wrike with no code. Yoom offers pre-prepared templates for integrating Slack and Wrike, so even without API knowledge, you can achieve integration immediately just by registering.
By integrating the APIs of Slack and Wrike, you can automatically transfer data from Slack to Wrike!
For example, you can automatically execute data transfers like the ones below without human intervention.
This flow is recommended for cases where Slack is used as a communication tool while Wrike is used for task management.
It is a business workflow that smoothly integrates team communication and project management by automatically extracting important information and requests from Slack and registering them as tasks in Wrike. This will help prevent overlooking information and improve work efficiency.
This flow is recommended for situations where you use Slack as a communication tool while managing tasks in Wrike.
It is a business workflow that automatically reflects Slack posts in Wrike's task management, efficiently utilizing communication for project management and maintaining information consistency.
Let's get started with creating a flow that integrates Slack and Wrike!
This time, we'll use Yoom to integrate Slack and Wrike with no code, so no programming knowledge is required for setup.
If you haven't used Yoom yet, please register for free here first.
If you are already using Yoom, please log in!
[What is Yoom]
This time, we will create a flow bot that "converts content posted in a Slack channel into tasks in Wrike".
This integration flow is broadly set up through the following processes.
First, register the apps you will use with My Apps.
By registering with My Apps in advance, you can smoothly set up the subsequent integration flow.
To register with My Apps, click "My Apps" on the left side of the Yoom screen, and then click "+ Add" displayed on the right side.
[Register Slack with My Apps]
Enter Slack in the search box and select from the displayed options.
The access permission screen will be displayed, so select the channel you want to connect from the dropdown and click "Allow".
For more details on how to register Slack with My Apps, please refer to here.
[Register Wrike with My Apps]
Enter Wrike in the search box and select from the displayed options.
The Wrike login screen will be displayed, so log in with the account you want to connect.
After logging in, please "Approve" the connection with Yoom.
If Slack and Wrike are displayed in My Apps, the registration is complete!
From here, let's quickly create the integration flow! Use the template for easy setup.
Log in to Yoom and click "Try it" on the banner below to copy.
When you copy, the template will be displayed on the Yoom management screen as shown below. Click "OK" to proceed with the settings!
First, set the trigger so that the flow bot is automatically activated.
Click on "When a new message is posted to the channel" in the copied template.
Clicking will transition to a screen like the one below.
The "Account Information to Integrate" will contain the information registered in My Apps in Step 1. Leave the trigger action as is and click "Next".
Next, configure the API connection settings.
(1/2) Setting the Trigger Activation Interval
Set the trigger activation interval. Select from the dropdown.
* You can choose trigger activation intervals of 5, 10, 15, 30, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
(2/2) Setting the Target Channel ID
Specify the target channel ID that will trigger the flow bot.
When a new message is posted to the channel set here, the flow bot will be activated.
Click the "Channel ID" field and select from the displayed options.
After completing the settings, send a new post to the channel specified in "Channel ID" and execute "Test".
▼ Test Post ▼
▼ Test Result ▼
Check the content of the obtained output and "Save".
* If the test does not succeed
If the test does not succeed even though you are posting text to the specified channel, please refer to this page.
Next, configure each action in the flow.
First, set the action to extract data from Slack posts using AI.
Click "Extract data from text".
Clicking will display the action selection screen.
Since you are using a template, the default settings are fine. Click "Next" as is.
Next, configure the detailed settings.
(1/2) Setting the Target Text
Specify the target text from which to extract data using AI. Set it by quoting the output obtained in the trigger settings.
(2/2) Setting the Items to Extract
Set the items you want to extract from the posted text. Specify them separated by commas (,).
After completing the settings, execute "Test" and confirm that the output is obtained correctly.
Check the content of the output and "Save".
Next, set the action to add a task to Wrike based on the extracted data.
Click "Create Task".
The account integration and action selection screen will be displayed.
The "Account Information to Integrate" will contain the information registered in My Apps in Step 1. Leave the action as is and click "Next".
Next, configure the API connection settings.
(1/6) Setting the Task Title
Set the title for automatically created tasks. By quoting the output obtained in the data extraction action, you can set a title tailored to the content of each task.
(2/6) Setting the Folder ID
Specify the folder to store the created task. Click the "Folder ID" field and select from the displayed options.
* Please specify "Priority Task ID" and "Importance" as needed.
(3/6) Setting the Task Description
Set the content to be described in the task description field.
By using templates and outputs, you can register descriptions tailored to the content of each task.
(4/6) Setting the Task Start Date
Specify the start date for the automatically created task. This time, I quoted the "Date" output and set it so that the day the task is created becomes the start date!
* If you include an item like "Task Start Date" in the Slack post, you can obtain and quote the output in the data extraction action, so please use it.
(5/6) Setting the Task Deadline
Set the task deadline. By quoting the output, it will be automatically registered according to the deadline of each task.
(6/6) Setting the Task Status
Set the status when the task is automatically created. Please select from the dropdown menu as needed.
* Please set "Assignee" and "Shared With" as needed.
After completing the settings, execute "Test" and confirm that the task is created correctly in Wrike. After confirmation, "Save".
All settings are now complete! Turn the trigger "ON" and check the operation.
Thank you for setting up! Please utilize it in your actual work and experience the improvement in work efficiency.
This time, we introduced how to integrate data from Slack to Wrike, but if you want to integrate data from Wrike to Slack, please also use the following template.
This flow is recommended for those using Wrike as a team task management tool and Slack as a team communication tool.
Progress and changes in tasks are automatically notified to Slack, making information sharing smoother, allowing the entire team to grasp the latest situation and achieve efficient work execution.
This flow is recommended for teams using Wrike as a task management tool and Slack as a communication tool.
By preventing task oversight and keeping up-to-date with the latest task information in a timely manner, you can expect quicker response times.
By leveraging the APIs of Slack and Wrike, various automations can be achieved!
How about considering the following automations?
In addition to saving attachments and integrating with database tools, we recommend integrations that take advantage of the ease of use and quick response performance of chat tools!
It is possible to support task management for each team by integrating with other task management tools, register tasks in a database, or create tasks based on content added to the database!
By integrating Slack and Wrike, you can expect smoother management and creation of tasks that should be shared within the team! The tasks that were previously done manually, such as task creation and sending to Slack, will be simplified, allowing the entire process to be completed more quickly than doing it manually.
Additionally, Yoom offers many templates beyond the automation introduced this time! If you can easily implement integration between the apps you regularly use, a stress-free workflow might be achievable...!
Furthermore, since no programming is required for integration, it is easy to implement, and you can set it up smoothly even without specialized knowledge, which is a great advantage! Take this opportunity to reduce your workload and create a comfortable working environment by registering with Yoom now and introducing automation!
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