How to integrate Wrike with Discord to receive notifications in Discord when a task is registered in Wrike

Task management is crucial for smoothly progressing with daily operations, isn't it?
Wrike is an excellent service that can streamline task management and project progress tracking.
Did you know that Wrike becomes even more convenient when integrated with Discord?
This time, we will introduce a method to automatically notify Discord of task information registered in Wrike.
This flow is recommended for those who want to "prevent overlooking tasks" and "quickly share task information with members."
If you're interested, please refer to this article and try automatic integration with Yoom!

[What is Yoom]

Benefits of Integrating Wrike and Discord

Benefit 1. Smooth Business Progression

There may be cases where you want to notify Discord to share Wrike's task information with members.
However, manually sending notifications every time a task is registered can be time-consuming and labor-intensive.
Especially if tasks are frequently added, the burden can be significant.
By using the automatic integration introduced in this article, notifications are sent to Discord every time a task is added to Wrike, allowing you to share information with members without any operational burden.
When sending notifications manually, there is often a lag between task addition and notification sending, but automation allows for speedy notifications.
Each person in charge can quickly check task information, leading to smooth business progression.

Benefit 2. Reduction of Notification Errors

Manually notifying Discord of task information each time can lead to human errors.
For example, you might get a customer's name wrong in kanji or make a conversion error with a company name.
If there are errors in the notification content, it can hinder smooth business progression and potentially lead to company losses.
By using the integration introduced here, some manual tasks are automated, which can reduce human errors such as input mistakes.
Additionally, since you won't forget to send notifications, it can also prevent overlooking tasks.

Wrike and Discord Integration Flow

Now, let's introduce how to integrate Wrike and Discord.
The flow we are introducing this time is "Notify Discord when a task is registered in Wrike."
The specific integration steps are as follows.

Set up an app trigger in Wrike
Notify Discord

Yoom offers the above two steps as a template.
It's easier to create a flowbot than starting from scratch, so first, click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Integration of Wrike and Discord with My Apps

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

<Procedure>

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

2. Search for Wrike and Discord from the search window and enter the necessary information for each registration.

When registering Discord, the following information is required.

Access Token
- Please set the Bot Token obtained from the Discord Developer Portal
- For detailed setup instructions, please check this article

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

Step 1. Setting the App Trigger

First, click on the app trigger "When a task is created".

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

On the next page, set the trigger activation interval.
Select a value of your choice.
※ The "trigger activation interval" varies depending on the plan you have contracted, so please be careful. For details, please seehere.

If there are no issues up to this point, the trigger setting is complete by clicking "Save".

Next, copy the template to My Project and create a Flow Bot.
If you haven't copied it yet, please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
* If you have already completed registration, a login screen will be displayed, so please log in.

‍

Step 2. Notify Discord

Next, please click "Notify Discord".

On the first page, account information will be displayed as in Step 1, so if there are no issues, please click "Next".
On the second page, you will set the notification details.
Enter the "Channel ID" and "Message Content".
<span class="mark-yellow">It is recommended to describe the "Message Content" in detail. By doing so, you can understand task information in detail from the Discord notification content, saving you the trouble of accessing Wrike.</span>

Click "Test" and if no errors occur, click "Save".
Once a popup like the one below is displayed, all settings are complete.
When you turn the trigger ON, the flow will be executed.

Flowbot template used this time
Notify Discord when a task is registered in Wrike

Other Automation Examples Using Wrike

Yoom has numerous automation examples using Wrike.
It can integrate with various apps, so please refer to the following representative examples.

1. Add to Google Sheets when a task is registered in Wrike

The flow introduced this time was for sending notifications, but this integration is a flow that automatically adds task information to Google Sheets.
It is recommended for those who want to aggregate task information in Google Sheets to understand the progress status.

2. Add Case Actions from Mazrica to Wrike

The automation introduced in this article starts with Wrike, but this integration begins with Mazrica and automatically adds information to Wrike.
By using this integration, tasks are automatically added to Wrike based on Mazrica case information, which helps reduce the workload.
This will likely reduce the risk of forgetting to add tasks.

3. Update Zendesk Ticket Status When a Task is Completed in Wrike

For those using Wrike and Zendesk, the following template is recommended.
When a task is completed, the ticket status is automatically updated, making progress management smoother.

Summary

How was it? The above was the procedure for integrating Wrike and Discord!
As you set up this time, Yoom can be used without programming knowledge, making it easy to set up integrations.
By using the integration in this article, notification tasks become unnecessary, and task information can be shared with members quickly.
Additionally, automating tasks that were previously done manually can reduce human errors.
This may lead to smoother operations and increased productivity.

If you would like to try automatic integration with Yoom, please register for free here!
Thank you for reading to the end.