How to integrate Wrike with Google Sheets to automatically add tasks from Wrike to Google Sheets

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How to Create a Workflow for Integrating Wrike and Google Sheets

Step 1: Integrate Wrike and Google Sheets with My Apps

Once you complete the registration with Yoom, the Flowbot template will be copied to "My Projects".
When you see the display 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.

Integrating Wrike and Yoom

1. Log in
‍Log in to Wrike from another tab.
Logging in will allow you to complete the My Apps integration quickly.

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

3. Authorization

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

If the above display appears, the integration is complete.

Integrating Google Sheets and Yoom

1. Search
‍Click the Google Sheets icon.

2. Select Account
‍Press the Google account of the Gmail address to integrate with Yoom.‍

3. Log in to Yoom

You will be redirected to the page shown in the image, read the terms and click next.‍

4. Yoom is requesting additional access to your Google account
Press continue.
When you move to the authentication screen, select <span class="mark-yellow">allow all permissions</span>.

5. Integration Complete

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

6. Prepare Google Sheets

If you haven't created a Google Sheet to store Wrike tasks yet, please prepare one.
This time, it was created as shown in the image.

This completes the My Apps integration of Wrike and Google Sheets.

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Next, copy the template to My Projects and create a Flowbot.
Please copy the Flowbot template 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 let's log in.

Step 2: Setting to Retrieve Wrike Task Data

1. Open My Project

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

2. Open the copied template
‍Click on "Add to Google Spreadsheet when a task is registered in Wrike".‍

3. Select App Trigger
‍Select "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 choose 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 Add to Google Spreadsheet

1. Integrate with App
‍Select "Add Record" from the Google Spreadsheet icon.
Scroll down.‍

2. Set Required Fields

Enter the required fields. Click the box.

When you click inside the box, a list will be displayed as shown in the image, so select the Google Spreadsheet to which you want to transfer Wrike tasks.
Set the tab name in the same way.

Regarding the table range, it depends on the prepared Google Spreadsheet, so enter it according to the contents of the Google Spreadsheet.
Once entered, press Next.

3. Values of Records to Add

Set the values of the records to be added.
The box names displayed on this page depend on the Google Spreadsheet you linked earlier.
Therefore, it may differ from the image display, but the setting method is the same.

First, click the box.

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

The task data sent in the test from the Wrike settings will be displayed in a list.
Select the data that matches the box item name.
In the case of the image, the box item name is "Title", so I also chose "Title" from the Wrike data.

The data can be inserted as shown in the image.

Set the other boxes in the same way.‍

4. Execute Test
‍Once the data insertion is complete, press the test button.
If "Test Successful" is displayed, the setting is complete. Press Save.‍

5. Turn ON the Trigger

When the creation of the flowbot 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 Google Spreadsheet.

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Flowbot Template Used This Time
Add to Google Spreadsheet when a task is registered in Wrike

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Other Automation Examples Using Wrike

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

1. Notify Microsoft Teams when a task is registered in Wrike

You will receive a notification when a task is added, making it easier to notice quickly. This might be useful if you often have discussions about added tasks in web meetings.

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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.

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3. Update Zendesk ticket status when a task is completed in Wrike

In addition to being used for customer support, you can also integrate with Zendesk for task management. This may facilitate better collaboration between departments.

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Summary

Task management is a very important task to ensure smooth progress in work. Especially in large teams, it is essential to ensure that everyone can perform their tasks effectively.
Therefore, the integration of this app, which allows for easier task management by storing it with detailed data, can be considered beneficial.
Yoom offers numerous flow bots and templates. Be sure to automate any workflows that can be reviewed!

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