Add a Comment to a Wrike Task When a Post is Made in a Microsoft Teams Channel
After discussing a Wrike task in Microsoft Teams, you can save the effort of adding comments manually.
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"I forgot to turn that exchange into a task..."
"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!
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.
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!
This is a recommended flow for those who use Microsoft Teams as a messaging tool while managing tasks in Wrike.
After discussing a Wrike task in Microsoft Teams, you can save the effort of adding comments manually.
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:
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.
From here, we will create the flow.
Open the template page and click 'Try this template'.
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.
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.
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.
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.
※ 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.
About Output | Yoom Help Center
Once the settings are complete, test and save when the extraction result is displayed in the retrieved value.
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.
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.
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".
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.
Automatic notification of Wrike task updates allows for smoother information sharing and prevents oversights.
You can automatically notify task registration, making it convenient to check the details without opening Wrike.
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!
It is possible to add information to the calendar based on Microsoft Teams posts and to notify about tasks with upcoming deadlines.
You can automatically notify communication tools of task registrations or create tasks in Wrike based on information from Google Sheets.
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.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily integrate Microsoft Teams and Wrike without any programming knowledge!</span> 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.
Why not aim for an efficient work style with the automatic integration of Microsoft Teams and Wrike?
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