How to integrate Wrike with Microsoft Teams to automatically notify Microsoft Teams when a task is registered in Wrike

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

In large-scale projects, managing tasks, assigning responsibilities, and understanding progress can be a shortcut to success. Additionally, tasks that need to be handled by large teams outside of projects become easier for members to grasp when visualized, leading to smoother operations.
In such cases, task management tools like Wrike are convenient, aren't they?
So, let's make task management with Wrike even more convenient by integrating it with Microsoft Teams this time!
App integration can be done without programming. Please give it a try!

Benefits of Integrating Wrike with Microsoft Teams

Benefit 1: Improved Team Communication

By integrating, notifications will be sent to Microsoft Teams when a new task is registered in Wrike.
This eliminates the need to frequently check Wrike to see if tasks have been added. Moreover, if Microsoft Teams is your regular communication tool, you are more likely to notice notifications, allowing for quicker responses to added tasks.
As a result, it becomes easier to understand tasks that are not your responsibility, and you should be able to grasp the overall flow of the project more easily. This will facilitate better team collaboration.

Benefit 2: Improvement of Workflow

If you were manually notifying your team in Microsoft Teams about tasks added to Wrike, this task will be reduced. You will no longer need to manually input messages, saving effort.
Additionally, the back-and-forth between different tools can be minimized. Therefore, by implementing this integration, the workflow will be shortened, leading to time savings.
These benefits also reduce the workload. Even small improvements can make tasks easier, so it might be worth trying.

[About Yoom]

From now on, we will introduce how to create a flow bot in Yoom, which allows app integration without programming, to "notify Microsoft Teams when a task is registered in Wrike."
After registering with Yoom, please try creating it!

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【Please Note】
・Regarding Microsoft365 (formerly Office365), if you are not subscribed to the general corporate plan (Microsoft365 Business), authentication may fail.

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The above flow bot template can be copied from below.

1. Hover over the banner and press "View Details"
2. Press "Try this template" on the page you moved to
3. Register for Yoom

*If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Wrike and Microsoft Teams Integration Flow

Step 1: Integrate Wrike and Microsoft Teams with My Apps

Once Yoom registration is complete, the flowbot template will be copied to "My Projects".
When the display appears as shown in the image, please select "My Apps" from the menu on the left.

Click the new connection button at the top right.

Enter the name of the app to integrate in the box.

Integration of Wrike and Yoom

1. Log in
‍Log in to Wrike from another tab.
By logging in, the integration with My Apps will be completed quickly.

2. Search
‍Return to Yoom, enter "Wrike" in the search box, and click the Wrike icon.

3. Approval

You will be asked for approval by Wrike, so please click the approval button.

If the above display appears, the integration is complete.

Integration of Microsoft Teams and Yoom

1. Log in
‍Log in to Microsoft365. By logging in to Microsoft365, the integration with My Apps will be completed quickly.

2. Search
‍Enter Microsoft Teams in the search box and click the Microsoft Teams icon.

3. Integration Complete

The screen will switch immediately, and if the above display appears, the integration is complete.

This completes the integration of Wrike and Microsoft Teams with My Apps.
Next, let's use the template copied earlier to set up the flowbot.
If you haven't copied it yet, please copy the flowbot template from below.

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

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Step 2: Setting to Retrieve Task Data from Wrike

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click on "Notify Microsoft Teams when a task is registered in Wrike".‍

3. Select App TriggerSelect "When a task is created" from the Wrike icon.
Press Next.‍

4. Set Trigger Activation Interval

Set the activation interval from the dropdown.

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

5. Create a Task
‍Open Wrike in another tab and create a test task.

6. Execute Test

Return to Yoom and press the test button at the bottom of the screen.
If "Test Successful" is displayed, the trigger setting is complete. Save it.

Step 3: Setting to Post to Microsoft Teams

1. Integrate with the App
‍Select "Notify Microsoft Teams" from the Microsoft Teams icon.
Press Next.‍

2. Set the Channel ID for Posting

Set each ID for posting Wrike task data. Click the box.

Select the channel from the displayed list.

3. Decide the Post Message

Set the content for posting to Microsoft Teams.
Click the box.

Select "When a task is created" from the Wrike icon.

The Wrike task data that was test-sent earlier will be displayed in a list.
Click the data you want to notify to Microsoft Teams and insert it.

Once inserted, it will look like the image.

Insert other data if necessary.

4. Adjust the Layout

Use symbols, etc., to adjust the layout.
Note that Microsoft Teams uses the HTML tag <br> for line breaks.‍

5. Execute Test

Once the settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the setup is complete. Save it.

6. Turn ON the Trigger

Once the flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the creation of a flowbot using Wrike and Microsoft Teams.

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

Other Automation Examples Using Wrike

Yoom has other flow bots that use Wrike. Let me introduce a few!

1. Register task information recorded in Wrike to Garoon's calendar

‍Both can be used in large team projects. It will reduce input work and allow for quick schedule management.

2. Notify Talknote when a task is registered in Wrike

With seamless integration with Talknote, which is perfect for smartphones, you can easily check task management. Even if you are frequently out for sales or other activities, it becomes easier to keep track, reducing the chances of overlooking tasks.

3. Add tasks to Google Sheets when they are registered in Wrike

While summarizing tasks concisely, it is also recommended to integrate with Google Sheets when adding detailed instructions or notes.

Summary

Task management is not only important for improving work efficiency but also for facilitating team collaboration. From this perspective, it is advantageous for the entire team to quickly recognize upcoming tasks. By implementing this automation, it should become easier to notice new tasks.
Additionally, Yoom allows for app integration without the need for programming. There are numerous templates available that can be set up with just a click, making it easy to automate your workflow.

Even those who have previously given up on implementing automation can easily adopt it, so please take this opportunity to give it a try.