How to Automatically Notify Slack When a Task is Added to Wrike

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

Other Automation Examples Using Wrike and 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.

Examples of Automation Using Wrike

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.

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.

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.

Automation Example Using Slack

Notify Slack of Form Submissions

Automatically notify Slack of responses submitted through Google Forms or HubSpot forms.

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.

Notify Slack when a file is saved to cloud storage

Automatically notify Slack when a file is saved to Google Drive or similar services.

Benefits of Integrating Wrike and Slack

Benefit 1: Enhanced Team Collaboration

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.