"We had a great discussion on Microsoft Teams, but it never got reflected in Wrike..."
Have you ever had such an experience? When using Microsoft Teams and Wrike separately, information fragmentation and manual transcription tasks tend to occur. But what if you could directly reflect the content posted in the channel into Wrike? It would allow for seamless information sharing and task management while reducing the hassle of task registration.
In this article, we will explain in detail how to integrate Microsoft Teams and Wrike. First, try automation that can be done without any coding!
For those who want to try it quickly
By using Yoom, you can easily integrate Microsoft Teams and Wrike without any coding.
Yoom provides templates for integrating Microsoft Teams and Wrike, so you can achieve integration immediately just by registering, even without API knowledge.
Convert content posted in a channel on Microsoft Teams into tasks in Wrike.
■Overview The "Convert content posted to a channel in Microsoft Teams into tasks in Wrike" workflow is a business workflow that seamlessly integrates communication and task management between teams. By automatically registering conversations and ideas in Teams as tasks in Wrike, it reduces the risk of missing information and the hassle of management. Utilize Yoom's API integration features to achieve efficient business processes with AI and RPA.
■Recommended for - Team leaders who use Microsoft Teams and Wrike regularly and struggle with organizing information - Project managers who want to automatically reflect channel communication in task management - IT personnel in companies looking to improve operational efficiency and reduce manual task registration
■Notes - Please integrate Yoom with both Microsoft Teams and Wrike. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has both home and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
What You Can Do by Integrating Microsoft Teams and Wrike
By integrating the APIs of Microsoft Teams and Wrike, you can automatically transfer data from Microsoft Teams to Wrike!
Simply click "Try It Out" on the automation example you're interested in and register an account to immediately experience the integration of Microsoft Teams and Wrike. Registration takes only 30 seconds, so feel free to give it a try!
Convert Content Posted in Microsoft Teams Channels into Tasks in Wrike
This is a recommended flow for those who use Microsoft Teams as a messaging tool while managing tasks in Wrike.
Convert content posted in a channel on Microsoft Teams into tasks in Wrike.
■Overview The "Convert content posted to a channel in Microsoft Teams into tasks in Wrike" workflow is a business workflow that seamlessly integrates communication and task management between teams. By automatically registering conversations and ideas in Teams as tasks in Wrike, it reduces the risk of missing information and the hassle of management. Utilize Yoom's API integration features to achieve efficient business processes with AI and RPA.
■Recommended for - Team leaders who use Microsoft Teams and Wrike regularly and struggle with organizing information - Project managers who want to automatically reflect channel communication in task management - IT personnel in companies looking to improve operational efficiency and reduce manual task registration
■Notes - Please integrate Yoom with both Microsoft Teams and Wrike. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has both home and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview The "Add a comment to a Wrike task when a post is made to a channel on Microsoft Teams" workflow is an automation tool designed to streamline communication and project management within a team. By connecting Microsoft Teams and Wrike through the Yoom API, posts to a channel are automatically reflected in specified Wrike tasks. This enables centralized information management and supports smooth operations within the workflow.
■Who should use this template - Project managers who use Microsoft Teams and Wrike regularly - Leaders who want to centralize communication and task management within their team - Business personnel who want to improve work efficiency by reducing time spent on manual information entry - Administrators who wish to quickly understand the progress of projects - Individuals interested in business automation through tool integration
■Notes - Please integrate both Microsoft Teams and Wrike with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval may vary depending on the plan. - Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.
Let's Create a Microsoft Teams and Wrike Integration Flow
Now, let's create a flow that integrates Microsoft Teams and Wrike!
This time, we'll use Yoom to proceed with the integration of Microsoft Teams and Wrike without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that integrates data into Wrike when a post is made in a Microsoft Teams channel!
The creation process is broadly divided into the following steps:
Integrate Microsoft Teams and Wrike with My Apps
Copy the template
Set the trigger in Microsoft Teams and the action in Wrike
Set the trigger to ON and complete the preparation for flow operation
Convert content posted in a channel on Microsoft Teams into tasks in Wrike.
■Overview The "Convert content posted to a channel in Microsoft Teams into tasks in Wrike" workflow is a business workflow that seamlessly integrates communication and task management between teams. By automatically registering conversations and ideas in Teams as tasks in Wrike, it reduces the risk of missing information and the hassle of management. Utilize Yoom's API integration features to achieve efficient business processes with AI and RPA.
■Recommended for - Team leaders who use Microsoft Teams and Wrike regularly and struggle with organizing information - Project managers who want to automatically reflect channel communication in task management - IT personnel in companies looking to improve operational efficiency and reduce manual task registration
■Notes - Please integrate Yoom with both Microsoft Teams and Wrike. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has both home and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
Connecting My App first will make the subsequent settings proceed smoothly. First, let's connect your current Microsoft Teams with Yoom. Select My App → Add from the left side of the Yoom page.
Search for Microsoft Teams. When the sign-in screen appears, please enter your email address and password.
*Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and there is a possibility of authentication failure if you are not subscribed to the general business plan.
Next, connect with Wrike.
As before, search by app name. Log in when the following screen appears.
Once the connection with Microsoft Teams and Wrike is complete and displayed in My App, it's OK.
Step 2: Copy the Template
From here, we will create the flow. Open the template page and click 'Try this template'.
Convert content posted in a channel on Microsoft Teams into tasks in Wrike.
■Overview The "Convert content posted to a channel in Microsoft Teams into tasks in Wrike" workflow is a business workflow that seamlessly integrates communication and task management between teams. By automatically registering conversations and ideas in Teams as tasks in Wrike, it reduces the risk of missing information and the hassle of management. Utilize Yoom's API integration features to achieve efficient business processes with AI and RPA.
■Recommended for - Team leaders who use Microsoft Teams and Wrike regularly and struggle with organizing information - Project managers who want to automatically reflect channel communication in task management - IT personnel in companies looking to improve operational efficiency and reduce manual task registration
■Notes - Please integrate Yoom with both Microsoft Teams and Wrike. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has both home and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
As you proceed, the template will be automatically copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step. The template will be saved in My Projects. You can change the template name if necessary. Click on My Projects on the left to display the template you just copied. Click on the ellipsis (...) on the right and select Edit.
Step 3: Microsoft Teams Trigger Settings
Now, let's set up the app trigger. Select "When a message is sent to the channel".
You can change the title as you like. Check the account information you linked earlier, do not change the trigger action, and proceed to the next step. Enter the required fields.
This setting determines how many minutes after a message is sent to a Microsoft Teams channel this trigger will be activated.
Team ID & Channel ID: Click the relevant field to display a menu. Click the red-framed option and select the channel from the displayed options.
Here, make a test post to the channel you specified earlier.
Return to Flowbot and click Test. If the integration is successful, the message content will be displayed in the retrieved value at the bottom of the screen. By quoting this retrieved value during the subsequent action settings, you can achieve data integration between Microsoft Teams and Wrike! Once you've done this, save your work.
Step 4: Setting to Extract Data from Text
Next, click "Extract Data from Text".
Please also check your account information. Select the conversion type from the options below and proceed to the next step. Please note that tasks within parentheses will be consumed. About Counting "Number of Task Executions"
Let's set the required fields as shown in the image.
Target Text: Select from the form output "When a message is sent to the channel".
※ Items selected from the retrieved value will be displayed in a red frame. This indicates that the value is being quoted, allowing you to use the value obtained by the trigger as is. If you set fixed text here, the extraction result of that text will be displayed every time the flow is activated, so be sure to select from the output.
Once the settings are complete, test and save when the extraction result is displayed in the retrieved value.
Step 5: Setting to Create a Task in Wrike
Next, to set up creating a task in Wrike using the items extracted from the Microsoft Teams message content, click "Create Task".
As before, check the linked account information and proceed to the next step. Set the required fields.
Title: Use the retrieved value as shown below.
Folder ID: Click the relevant field and select from the displayed options.
Description & Due Date: Use the retrieved value as shown below.
Set other items as desired. Once the settings are complete, test and save. ※ Please note that performing a test will create a task in Wrike.
Step 6: Turn ON the Trigger to Complete Startup Preparation
When the following image is displayed, turn ON the trigger. With this, all settings are complete, so let's check if the content posted to the channel in Microsoft Teams is converted into a task in Wrike.
This concludes the method for "Convert posted content on Microsoft Teams channel into tasks in Wrike".
If You Want to Integrate Wrike Data into Microsoft Teams
This time, we introduced how to integrate data from Microsoft Teams to Wrike, but if you want to perform data integration from Wrike to Microsoft Teams, please also use the following template.
Notify Microsoft Teams When a Task is Updated in Wrike
Automatic notification of Wrike task updates allows for smoother information sharing and prevents oversights.
Notify Microsoft Teams when a task is updated in Wrike.
■ Overview The flow 'Notify Microsoft Teams when a task is updated in Wrike' is a business workflow that improves project management efficiency. Whenever a task status is changed in Wrike, a notification is automatically sent to Microsoft Teams. This allows for smooth information sharing among team members and quick understanding of project progress.
■ Recommended for - Those managing projects using Wrike and Microsoft Teams - Leaders who want to streamline team communication - Project managers who wish to quickly share task update information - Personnel who need to promptly understand project progress
■ Notes - Please integrate Wrike and Microsoft Teams with Yoom individually. - The trigger can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies depending on the plan. - Microsoft365 (formerly Office365) includes home plans and general corporate plans (Microsoft365 Business). Authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature available from the Mini Plan and above (operations). Setting a flow bot operation under the free plan will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
Other Automation Examples Using Microsoft Teams and Wrike APIs
In addition to integration with Wrike, it is possible to automate various tasks using the Microsoft Teams API. If you find something interesting, please feel free to try it out!
Convenient Automation Examples Using Microsoft Teams
It is possible to add information to the calendar based on Microsoft Teams posts and to notify about tasks with upcoming deadlines.
Notify Microsoft Teams of tasks with approaching deadlines in Asana
■Overview The workflow "Notify Microsoft Teams of Upcoming Due Tasks in Asana" is designed to streamline project management and team communication. As deadlines for tasks managed in Asana approach, automatic notifications are sent to Microsoft Teams, allowing all team members to respond in a timely manner. This helps prevent missed tasks and delays, ensuring smooth progress of the project.
■Recommended for - Those who use Asana for project management but are struggling with deadline management. - Team leaders who communicate primarily via Microsoft Teams and don't want to miss important notifications. - IT personnel in companies interested in automating business workflows and improving efficiency using Yoom. - Project managers looking to enhance task management and communication integration in remote work environments.
■Cautions - Please connect Asana, Microsoft Teams, and Yoom. - Microsoft365 (formerly Office365) offers home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview The workflow "Notify on Slack when a file is uploaded to Microsoft Teams" automates information sharing between different communication tools. When an important file is added to Microsoft Teams, a real-time notification is sent to Slack, allowing the entire team to seamlessly share the latest information. This enhances the integration between tools and is expected to improve work efficiency.
■Recommended for ・Administrators of teams using both Microsoft Teams and Slack ・Those who want to grasp the sharing status of important files in real-time ・Those who want to streamline information collaboration between different communication tools ・IT personnel at companies promoting the automation of business processes
■Notes ・Please connect Yoom with both Microsoft Teams and Slack. ・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail. ・Branching is a feature (operation) available with plans above the Mini plan. With the Free plan, operations set with the flow bot will result in an error, so please be careful. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview The "Flow to register events in Outlook's calendar based on Microsoft Teams posts" is a business workflow that centralizes communication and schedule management. By automatically reflecting important posts and meeting information from Microsoft Teams into the Outlook calendar, it reduces manual input tasks and allows for smooth schedule management. This can be expected to enhance the overall team efficiency.
■Recommended for ・Business users who use Microsoft Teams and Outlook regularly ・Team leaders or managers who spend time on manual schedule input ・IT staff of companies seeking to streamline communication and schedule management ・Those looking to automate business processes by integrating multiple SaaS applications
■Notes ・Please integrate with both Microsoft Teams and Outlook to Yoom. ・Trigger intervals can be selected at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be careful. ・For Microsoft365 (formerly Office365), there are home plans and general corporate plans (Microsoft365 Business). If you are not subscribed to a general corporate plan, authentication might fail.
■Overview The "Create a meeting space in Google Meet when a message is posted on Microsoft Teams" workflow automates the integration of communication and meetings. When an important message is posted within the team, a Google Meet meeting space is immediately generated, allowing for quick meeting setup. This eliminates the need for manual meeting creation tasks and improves work efficiency.
■Recommended for ・Business professionals who use Microsoft Teams regularly and want to reduce the hassle of meeting setup ・Team leaders who use Google Meet as their main meeting tool but find meeting space creation cumbersome ・IT personnel who want to automate the integration of communication and meetings to streamline workflows ・Project managers who want to promote quick decision-making and information sharing within the team ・Executives who want to automatically set up meetings from daily message postings and optimize time management
■Notes ・Please integrate Yoom with both Microsoft Teams and Google Meet. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
How was it? By integrating Microsoft Teams and Wrike, you should be able to solve issues such as "wanting to turn chat content directly into tasks," "preventing information leaks," and "reducing work hassle." Automating everything from post creation to task creation and comment addition can improve the overall work efficiency of your team.
By utilizing the no-code tool Yoom, you can easily integrate Microsoft Teams and Wrike without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
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