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!
Recommended for
Those considering improving work efficiency with Wrike and Slack.
Those who want to automatically notify Slack when a task is added to Wrike.
Those who want to integrate Wrike and Slack to prevent task sharing omissions.
For those who want to try it immediately
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!
When a task is registered in Wrike, notify in Slack.
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!
How to Create a Wrike and Slack Integration Flow
Step 1: Integrate Wrike and Slack with My Apps
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.
Integrating Wrike with Yoom
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.
Integrating Slack with Yoom
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.
When a task is registered in Wrike, notify in Slack.
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.
Step 2: Setting to Retrieve Wrike Task Data
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.
Step 3: Setting to Notify Slack
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
When a task is registered in Wrike, notify in Slack.
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!
Automation Examples Integrating Wrike and Slack
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.
Add a comment to a Wrike task when a post is made in a Slack channel.
■Overview The workflow 'Add a comment to a Wrike task when a message is posted in a Slack channel' automates the reflection of Slack posts into Wrike task management. It efficiently utilizes communication for project management and maintains consistency of information.
■Recommended for - Team members who use Slack and Wrike regularly - Project managers who want to automatically reflect communication into project tasks - Those who do not want to spend time updating tasks manually - Representatives of companies aiming for unified information management and operational efficiency
■Notes - Please connect both Slack and Wrike to Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest trigger interval depends on the plan.
■Overview The "Convert content posted to a channel on Slack into tasks in Wrike" flow is a business workflow that smoothly integrates team communication and project management. By automatically registering important information and requests on Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to improving the productivity of the entire team.
■Recommended for ・Team leaders who use Slack and Wrike on a daily basis ・Project managers who want to improve work efficiency by reducing time spent on manual task management ・IT personnel of companies who want to centralize communication and task management ・Those who want to automate task creation during information sharing to reduce errors
■Notes ・Please link both Slack and Wrike with Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The workflow 'Notify Slack when a task is updated in Wrike' is an automation to facilitate project management and team communication. By leveraging Yoom to integrate Wrike and Slack, task progress or changes are automatically notified in Slack, ensuring smooth information sharing. This integration makes it easier for the entire team to grasp the latest situation, resulting in efficient business execution.
■Recommended for - Project managers who use Wrike and Slack daily and want to streamline information sharing - Team leaders who want to quickly communicate task updates to their team - Business owners who want to automate tasks without spending time on manual notifications - Companies that value rapid communication and wish to enhance business transparency
■Attention - Please integrate Yoom with both Wrike and Slack. - You can select launch intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the trigger. - Please note that the shortest launch interval varies depending on the plan. - Branching is a function (operation) available on plans higher than the Mini Plan. In the Free Plan, operations set for flowbots will result in errors. - Paid plans like the Mini Plan offer a 2-week free trial. You can use restricted apps and functions (operations) during the free trial.
■Overview The 'Register to Wrike when a GitHub Pull Request is created' workflow is a business workflow that smoothly links the development process with project management. When a code change is proposed on GitHub, it is automatically registered as a task in Wrike, making it easy for the entire team to manage progress. This bridges the gap between development and management and enables efficient project operations.
■Recommended for ・Leads of development teams who develop using GitHub and manage projects in Wrike ・Developers or project managers who find managing Pull Requests burdensome ・IT personnel at companies who want to automate and streamline the linkage between the development process and project management ・Those who want to centralize task management across the team and streamline information sharing
■Notes ・Please integrate Yoom with both GitHub and Wrike. ・You can select the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
■Overview When inquiries or applications are submitted via forms on websites created with Wix, sharing with the person in charge may be delayed or responses may be missed. Manual checks and notifications via copy and paste are not only time-consuming but also a source of human error. By using this workflow, when a form is submitted in Wix, a notification is automatically sent to the specified Slack channel, enabling swift initial responses and preventing missed sharing.
■Who we recommend this template for ・Web managers who want to streamline handling inquiries from forms on websites created with Wix ・Those who want to share lead information and other data sent from forms in Slack in real time to respond quickly ・Those who want to resolve issues such as missed communications or delays caused by manual information sharing
■Notes ・Please connect Wix and Slack with Yoom respectively.
■Overview Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
■Overview The "Summarize meeting content and post to Slack after Google Meet ends" flow is a business workflow that streamlines the recording and sharing of online meetings. When a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates a summary using AI, 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 ・Business professionals who frequently use Google Meet and find it cumbersome to share meeting content ・Managers who want to facilitate smooth information sharing within the team using Slack ・Employees who do not want to spend time creating minutes after meetings ・Companies looking to improve communication efficiency in a remote work environment ・Those who want to achieve centralized information management and enhance team productivity
■Notes ・Please integrate Yoom with both Google Meet and Slack. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・The AI operations for OCR or transcribing audio are available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview This is a flow that notifies Slack when a file is uploaded to Box. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Companies using Box for file management ・For those who share files with Box as a team and want to quickly know when they are uploaded ・For 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 ・For those who use Slack daily and want to always check the latest file information ・For project managers who want to grasp the work status of team members in real-time
■Notes ・Please connect Yoom with both Box and Slack.
■Overview The "Notify Slack when a file is uploaded to Dropbox" workflow leverages the integration between Dropbox and Slack to automate file sharing and team communication. Whenever 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 time lags, strengthens team collaboration, and improves work efficiency.
■Who this template is recommended for: ・Those who use Dropbox on a daily basis and want to streamline file sharing ・Administrators and team leaders who want to enhance team communication using Slack ・Project managers who want to receive immediate notifications when files are uploaded ・IT personnel who want to automate work by integrating various SaaS applications ・Business professionals who spend time on manual notifications
■Notes ・Please integrate both Dropbox and Slack with Yoom.
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.
Benefit 2: Reduce Manual Input and Increase Efficiency
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.
Conclusion
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
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