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Task management tools are incredibly useful for tracking the progress of a project. They provide a clear overview of what tasks need to be completed by the team and who is responsible for each task, making it easier to work smoothly.
However, have you ever felt that "opening the task management tool to check is a hassle..." or experienced "I didn't notice that a task was added!"?
Therefore, this time, let's integrate Wrike and Slack to make task management easier. It is expected to facilitate smoother team collaboration.
You can integrate them without any coding, so please give it a try!
This article introduces 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 immediately from the template below, so please give it a try!
■Overview
This is a flow that notifies Slack when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate in Slack
・Those who want to quickly share task occurrences on Slack to prompt swift responses
・Those who want to enhance information integration between Wrike and Slack to facilitate communication in project management
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through Slack's easy communication environment
・Those who want all team members to be aware of task progress
3. Team members who primarily use Slack
・Those who want to check tasks registered in Wrike on Slack
・Those who want to improve the efficiency of information sharing by integrating Wrike and Slack
■Benefits of using this template
Wrike is a useful tool for project management.
However, when used in conjunction with Slack, manually notifying Slack of each task registration can lead to errors.
By using this flow, task details are automatically notified to Slack when a task is registered in Wrike.
This eliminates the need for project members to check both Wrike and Slack, allowing them to always stay updated with the latest information.
Additionally, it improves work efficiency by reducing the effort and human errors associated with manual transcription.
■Notes
・Please integrate Wrike and Slack with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
[What is Yoom]
From now on, we will introduce how to create a Flow Bot with Yoom, which allows app integration without programming, to "notify Slack when a task is registered in Wrike."
After registering with Yoom, please try creating it!
Once you complete the registration with Yoom, the Flow Bot 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 to integrate Yoom with each app.
1. Log in
Make sure to log in to Wrike from another tab.
Logging in will allow you to quickly complete the My Apps integration.
2. Search
Return to Yoom, enter "Wrike" in the search box, and click the Wrike icon.
3. Log in to Wrike
If you are asked for approval in Wrike, so please click the approval button.
If the above display appears, the integration is complete.
1. Search
Enter "Slack" in the search box and click the Slack icon.
2. Enter Required Information
A screen like the above will be displayed, so select the channel you want to notify about task additions from the dropdown.
Then, press "Allow."
The screen will automatically switch to Yoom, and if the above display appears, the integration is complete.
This completes the My Apps integration of Wrike and Slack.
Next, let's use the template to set up the Flow Bot.
If you haven't copied it yet, please copy the Flow Bot template from below.
■Overview
This is a flow that notifies Slack when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate in Slack
・Those who want to quickly share task occurrences on Slack to prompt swift responses
・Those who want to enhance information integration between Wrike and Slack to facilitate communication in project management
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through Slack's easy communication environment
・Those who want all team members to be aware of task progress
3. Team members who primarily use Slack
・Those who want to check tasks registered in Wrike on Slack
・Those who want to improve the efficiency of information sharing by integrating Wrike and Slack
■Benefits of using this template
Wrike is a useful tool for project management.
However, when used in conjunction with Slack, manually notifying Slack of each task registration can lead to errors.
By using this flow, task details are automatically notified to Slack when a task is registered in Wrike.
This eliminates the need for project members to check both Wrike and Slack, allowing them to always stay updated with the latest information.
Additionally, it improves work efficiency by reducing the effort and human errors associated with manual transcription.
■Notes
・Please integrate Wrike and Slack with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
1. Hover over the banner and click "View Details"
2. Click "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.
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template
Click "[Copy] Notify Slack when a task is registered in Wrike".
3. Select an app trigger
Select "When a task is created" from the Wrike icon.
Press Next.
4. Set the trigger activation interval
Set the activation interval from the dropdown. You can choose trigger activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. A shorter setting is generally recommended.
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 the test
Return to Yoom and press the test button.
Once "Test Successful" is displayed, the trigger setting is complete. Save it.
1. Select an app trigger
Click "Send a message to a channel" from the Slack icon.
Since the title and other settings are complete, press Next.
2. Set the channel ID to post to
Set which channel to post the Wrike task data to.
Click the box to display a list of channels, and select the channel where you want to receive Wrike task data.
By selecting, it will be inserted into the box, completing the setting.
3. Set the message content
Next, set the message to be posted to Slack. Click the box.
Select "When a task is created" from the Wrike icon.
The Wrike task data sent in the test earlier will be displayed as shown in the image.
Click to insert the content you want to notify.
Once the data is inserted, it will look like the image.
If there are other necessary data, insert them in the same way.
4. Arrange the layout
Arrange the layout to make it easier to read.
This time, it was arranged as shown in the image.
Use line breaks and symbols to make it easier to read, and change it to your preferred layout.
5. Execute the test
Once the layout is arranged, press the test button at the bottom of the screen.
Once "Test Successful" is displayed, the setting is complete. Save it.
6. Turn on the trigger
Once the creation of the flowbot is complete, it will be displayed as shown above. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the app integration between Wrike and Slack.
Flowbot template used this time
Notify Slack when a task is registered in Wrike
■Overview
This is a flow that notifies Slack when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate in Slack
・Those who want to quickly share task occurrences on Slack to prompt swift responses
・Those who want to enhance information integration between Wrike and Slack to facilitate communication in project management
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through Slack's easy communication environment
・Those who want all team members to be aware of task progress
3. Team members who primarily use Slack
・Those who want to check tasks registered in Wrike on Slack
・Those who want to improve the efficiency of information sharing by integrating Wrike and Slack
■Benefits of using this template
Wrike is a useful tool for project management.
However, when used in conjunction with Slack, manually notifying Slack of each task registration can lead to errors.
By using this flow, task details are automatically notified to Slack when a task is registered in Wrike.
This eliminates the need for project members to check both Wrike and Slack, allowing them to always stay updated with the latest information.
Additionally, it improves work efficiency by reducing the effort and human errors associated with manual transcription.
■Notes
・Please integrate Wrike and Slack with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Wrike and Slack.
If you find something interesting, please give it a try!
You can set up notifications in Slack when a task is updated in Wrike, or add content posted in a Slack channel as a task in Wrike.
Additionally, it's possible to integrate content posted in a Slack channel as comments on a task in Wrike.
■ Overview
The "Add a comment to a Wrike task when a post is made in a Slack channel" flow is a business workflow that automatically reflects Slack posts in Wrike task management.
It efficiently utilizes communication for project management and maintains consistency of information.
■ Recommended for
■ Benefits of using this template
■Overview
The "Flow to convert content posted in a Slack channel into tasks in Wrike" is a business workflow that seamlessly integrates team communication and project management. By automatically registering important information and requests from Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to enhancing the overall productivity of the team.
■Recommended for
■Benefits of using this template
■Overview
The "Notify Slack when a task is updated in Wrike" workflow is an automation designed to streamline project management and team communication.
By leveraging Yoom to integrate Wrike and Slack, task progress and changes are automatically notified in Slack, facilitating smooth information sharing.
This integration makes it easier for the entire team to stay updated on the latest status, enabling efficient task execution.
■Recommended for
■Benefits of using this template
Add to Database When a Task is Registered in Wrike
When a task is registered in Wrike, it is automatically added to Google Sheets, Notion, etc.
■Overview
This is a flow that adds tasks registered in Wrike to a Google Sheets database.
■Recommended for
1. Those who manage tasks in Wrike and data in Google Sheets
・Those who want to automatically consolidate Wrike task information into Google Sheets for centralized management
・Those who want to visualize and analyze task progress and status in Google Sheets
2. Project managers who primarily use Wrike
・Those who want to manage task information in Wrike
3. Team members who primarily use Google Sheets
・Those who want to check tasks registered in Wrike on Google Sheets
・Those who want to improve the efficiency of information sharing by integrating Wrike and Google Sheets
■Benefits of using this template
Wrike is an excellent tool for project management.
However, manually transferring registered tasks to a Google Sheets database can lead to delays in information sharing and input errors.
By utilizing this flow, information registered as tasks in Wrike is automatically added to the Google Sheets database.
This eliminates the need for project members to check both Wrike and Google Sheets, allowing for efficient sharing of the latest information.
■Notes
・Please integrate Wrike and Google Sheets with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Register the due dates of tasks registered in Wrike to the calendar
Automatically register the due dates of tasks registered in Wrike to Google Calendar or Outlook Calendar.
■Overview
This is a flow to register the due dates of tasks registered in Wrike to Google Calendar.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who are using Wrike to proceed with their work
・Those who manage tasks with Wrike
・Managers who manage projects with Wrike
2. Those who use Google Calendar for schedule sharing
・Teams that share task due dates using Google Calendar
・Those who manage members' schedules with Google Calendar
■Benefits of using this template
The advantage of Google Calendar is that it allows easy schedule sharing even with remote work members.
However, if there are omissions in registration to Google Calendar, it may cause misunderstandings among members and pose a risk of overlooking tasks.
This flow automatically registers the due dates of tasks registered in Wrike to Google Calendar, preventing omissions in registration to Google Calendar.
By preventing human errors in manual operations with Google Calendar, you can improve the reliability of schedules and enhance the accuracy of project management.
Additionally, since there is no worry about missing task responses, you can proceed with work efficiently.
■Notes
・Please integrate Wrike and Google Calendar with Yoom respectively.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Add tasks to Wrike when they are created in the task management app
Automatically add tasks to Wrike when they are created in Trello, Jira Software, or similar platforms.
■ Overview
The flow of "Registering Issues created on GitHub to Wrike" is a business workflow that streamlines task management for development teams.
When an issue arises on GitHub, it is automatically registered to Wrike using Yoom.
This eliminates the need for manual input across multiple tools and enables centralized information management.
Let's aim for smooth project operation with this workflow that supports team productivity improvement.
■ Recommended for
■ Benefits of using this template
■Overview
This is a flow that creates a task in Wrike when a card is registered in Trello.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies that manage tasks with Trello
・Those who use it for task management within the team
・Those who visualize task progress
2. Companies that manage tasks with Wrike
・Departments that primarily manage tasks with Wrike
■Benefits of using this template
Trello is an effective tool for progressing team tasks, with features like progress visualization and task assignment.
Additionally, using Wrike can further facilitate communication among team members.
However, manually entering Trello content into Wrike each time can negatively impact the overall productivity of the team.
This flow is suitable for teams and their managers who want to smoothly advance team projects.
By utilizing the flow [Create a task in Wrike when a card is registered in Trello], it becomes easy to automatically add Trello information to Wrike, reducing the effort of data entry.
Moreover, by registering quoted content, you can prevent human errors from manual entry and maintain high accuracy of information shared within the team.
■Notes
・Please integrate both Trello and Wrike with Yoom.
■Overview
This flow adds a task to Wrike when an issue is created in Jira Software.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.
■Recommended for
1. Those who utilize Jira Software in their work
・Project managers using Jira Software for project management
・Development teams managing issues with Jira Software
2. Those who manage tasks with Wrike
・Those who want to add issues created in Jira Software to Wrike
・Those who want to automate the addition of tasks to Wrike
■Benefits of using this template
By using the flow [Add to Wrike when an issue is created in Jira Software], it is ideal for those who find information integration cumbersome when managing issues in Wrike as well.
Integrating Jira Software with Wrike allows for quick information transfer to Wrike, automating the manual task addition process, eliminating human errors, and ensuring that work progresses with the most up-to-date information.
■Notes
・Please integrate both Jira Software and Wrike with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Notify Slack of Form Submissions
Automatically notify Slack of responses submitted through Google Forms or HubSpot forms.
■Overview
This is a flow that notifies Slack when a form is submitted to Hubspot.
■Recommended for
1. Marketing personnel using HubSpot
・Those who want to grasp form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with the team and strengthen collaboration
2. Sales personnel using HubSpot
・Those who want to respond quickly to inquiries from prospects
・Those who want to create business opportunities based on form submission information
■Benefits of using this template
・By sharing form submission information on Slack, information coordination among team members becomes smoother, leading to efficient lead nurturing.
・Since notifications are sent to Slack immediately after a form is submitted in HubSpot, it enables a quick response to leads.
■Notes
・Please integrate Yoom with both HubSpot and Slack.
■Overview
This is a flow that notifies Slack when a form is submitted on Wix.
■Recommended for
1. Those who utilize Wix for business
・Those who use it for building websites
・Those who handle inquiries on the site
2. Those who use Slack as their main communication tool
・Those who use it for information sharing and communication
■Benefits of using this template
Wix is a useful tool for creating websites.
By setting up forms on the site to receive inquiries, you can streamline customer service operations.
However, manually notifying the team when a form is submitted on Wix is cumbersome and poses a risk of communication errors.
By using this flow, you can automatically notify Slack by quoting the content of the form submitted on Wix.
You can immediately share the form submission within the team, enabling quick responses and improving customer satisfaction.
Additionally, by creating notifications using quoted information, you can prevent communication errors due to human error, leading to more efficient operations.
■Notes
・Please integrate both Wix and Slack with Yoom.
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
Post a summary of the meeting to Slack after the web conference ends
Once a web conference on Google Meet or Zoom ends, the content is transcribed and summarized, and then automatically posted to Slack.
■Overview
The "Post Meeting Summary to Slack After Google Meet" flow is a business workflow that streamlines the recording and sharing of online meetings.
Once a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates an AI-based summary, and automatically posts the content to a designated Slack channel.
This allows the meeting content to be easily shared with the entire team, preventing information leaks and duplication.
■Recommended for
■Benefits of using this template
Since the meeting content is automatically summarized and posted to Slack after Google Meet ends, you can eliminate the hassle of manually creating meeting minutes.
Summaries are always posted in a consistent format, maintaining clarity and organization of information.
Automation prevents human errors in creating meeting minutes and improves the accuracy of information.
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
Notify Slack when a file is saved to cloud storage
Automatically notify Slack when a file is saved to Google Drive or similar services.
■Overview
This is a flow that notifies Slack when a file is uploaded to Box.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Companies using Box for file management
・Those who share files with Box as a team and want to quickly know when a file is uploaded
・Those who want to receive notifications every time a new file is stored and ensure smooth information sharing
2. Companies that have introduced Slack as an internal chat tool
・Those who use Slack daily and want to always check the latest file information
・Project managers who want to understand the work status of team members in real-time
■Benefits of using this template
By using the flow that notifies Slack when a file is uploaded to Box, you can gain several benefits.
First, team members can immediately know the existence of new files, allowing for smooth information sharing.
As a result, timely responses become possible, improving the speed of business progress.
Additionally, receiving notifications on Slack prevents missing important files and ensures accurate business execution.
If there is something you want to confirm regarding the files, you can communicate directly on the chat, contributing to smoother communication.
■Notes
・Please connect both Box and Slack with Yoom.
■Overview
The "Notify Slack when a file is uploaded to Dropbox" flow leverages the integration between Dropbox and Slack to automate file sharing and team communication workflows.
Every time a new file is added to Dropbox, a notification is sent to Slack, allowing all team members to quickly grasp the latest information.
This eliminates information sharing delays, strengthens team collaboration, and enhances work efficiency.
■Recommended for
■Benefits of using this template
With this integration, when a task is added to Wrike, a notification is automatically sent to Slack. Being notified through a commonly used communication tool makes it easier to quickly notice the addition of tasks, helping to prevent oversights.
Even if it's a task that you're not responsible for, receiving notifications in Slack makes it more noticeable, allowing you to easily grasp the overall flow of the team.
As a result, miscommunications are less likely to occur, and team collaboration is likely to become smoother.
If you have been following a process where you report to Slack every time a task is added to Wrike, this will no longer be necessary. Reporting to Slack is effective for quickly drawing attention to tasks in Wrike, but doing it manually is cumbersome and not efficient.
This is where the current integration is recommended. By simply adding a task to Wrike, it is automatically notified to Slack, saving you the trouble of typing and sending messages.
This leads to a shortened workflow, increased efficiency, and a reduction in workload.
Task management is crucial for smoothly advancing work. It's not only important for improving work efficiency but also essential for facilitating team communication. From this perspective, it is advantageous for the entire team to quickly recognize tasks.
By adopting this automation, it becomes easier to share new task additions, potentially eliminating wasted time.
Yoom allows app integration without the need for programming. There are many templates available that can be set up with just a click, making it easy to automate business workflows.
Even those who have given up on implementing automation before can easily adopt it, so please take this opportunity to try it out.
