・
"Is the task update properly communicated to the team...?"
Have you ever felt this kind of anxiety while progressing a project? Task changes might not be communicated to the members, leading to time-consuming confirmations and delayed responses. You can instantly resolve such situations by integrating Wrike with Microsoft Teams. For example, it is possible to automatically send notifications to Microsoft Teams when a task is updated in Wrike. By automating this process, you eliminate the worry of missing manual notifications.
In this article, we will explain in detail how to integrate Wrike with Microsoft Teams. Experience a system that allows smart information sharing within the team without slowing down your work speed!
By using Yoom, you can easily integrate Wrike and Microsoft Teams without any code. Yoom provides templates for integrating Wrike and Microsoft Teams, so you can achieve integration immediately by simply registering, even without API knowledge.
■Overview
The "Notify Microsoft Teams when a task is updated in Wrike" flow is a business workflow that streamlines project management.
When the status of a task is changed in Wrike, a notification is automatically sent to Microsoft Teams.
This facilitates smooth information sharing among team members and allows for quick understanding of project progress.
■Recommended for
■Benefits of using this template
By integrating the APIs of Wrike and Microsoft Teams, you can automatically sync Wrike data with Microsoft Teams!
For example, you can automatically perform data synchronization like the following without human intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Wrike and Microsoft Teams.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for those who use Wrike and Microsoft Teams for project management and want to quickly share task updates.
■Overview
The "Notify Microsoft Teams when a task is updated in Wrike" flow is a business workflow that streamlines project management.
When the status of a task is changed in Wrike, a notification is automatically sent to Microsoft Teams.
This facilitates smooth information sharing among team members and allows for quick understanding of project progress.
■Recommended for
■Benefits of using this template
This flow is recommended for managing tasks in Wrike and quickly sharing the occurrence of tasks on Microsoft Teams to encourage prompt responses.
■Overview
This is a flow that notifies Microsoft Teams when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate via Microsoft Teams
・Those who want to immediately share task occurrences on Microsoft Teams to prompt quick responses
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through the easy communication environment of Microsoft Teams
・Those who want all team members to be aware of task progress
3. Team members who primarily use Microsoft Teams
・Those who want to improve the efficiency of information sharing by integrating Wrike and Microsoft Teams
■Benefits of using this template
Wrike is a useful tool for project management.
However, when used in conjunction with Microsoft Teams, manually notifying Microsoft Teams of each task registration can lead to errors.
By using this flow, notifications are promptly sent to Microsoft Teams when a task is registered in Wrike, ensuring that task occurrences are not missed, enabling quick responses, and preventing project delays.
■Notes
・Please integrate Wrike and Microsoft Teams with Yoom.
・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Microsoft365 (formerly Office365) has both personal and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Let's get started with creating a flow that integrates Wrike and Microsoft Teams!
We'll use Yoom to proceed with the integration of Wrike and Microsoft Teams without any coding. If you don't have a Yoom account yet, please create one from this link.
[What is Yoom]
This time, we'll create a flow bot that transfers data to Microsoft Teams when a contact is registered in Wrike!
We'll create it in the following major steps.
■Overview
The "Notify Microsoft Teams when a task is updated in Wrike" flow is a business workflow that streamlines project management.
When the status of a task is changed in Wrike, a notification is automatically sent to Microsoft Teams.
This facilitates smooth information sharing among team members and allows for quick understanding of project progress.
■Recommended for
■Benefits of using this template
Let's register My Apps to connect Wrike and Microsoft Teams to Yoom.
By registering My Apps first, you can proceed with automation settings smoothly.
Before connecting, make sure to create a task in Wrike!
※ In this case, it was created as shown in the image below.
1. Click on My Apps on the left side of the Yoom page and select "Add".
Enter "Wrike" in the search box at the top right and select Wrike from the search results.
2. On the displayed screen, enter your email address and password, and click "Next".
On the next screen, click "Approve".
3. Next, register Microsoft Teams with My Apps.
Similarly, click on My Apps on the left side of the Yoom page and select "Add".
Enter "Microsoft Teams" in the search box and select Microsoft Teams from the search results.
On the next screen, enter your email address and click "Next".
※ Make sure to log in to your Microsoft account.
※ Microsoft Teams is a Microsoft service.
※ If you are not subscribed to a general corporate plan (Microsoft 365 Business) for Microsoft 365 (formerly Office 365), authentication may fail.
On the next screen, enter your password and click "Sign In".
If Wrike and Microsoft Teams are displayed in My Apps, registration is complete.
Let's create a flow from here! Since we are using a template, open the template page below and click 'Try this template'.
■Overview
The "Notify Microsoft Teams when a task is updated in Wrike" flow is a business workflow that streamlines project management.
When the status of a task is changed in Wrike, a notification is automatically sent to Microsoft Teams.
This facilitates smooth information sharing among team members and allows for quick understanding of project progress.
■Recommended for
■Benefits of using this template
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
*The following screen will appear when you click "Notify Microsoft Teams when a task is updated in Wrike [Copy]" in the Flowbot under "My Projects" on the left side of the Yoom page screen.
1. Click "OK" on the previous screen, then click the app trigger "When a task is created or updated" on the displayed screen.
2. Enter the required fields on the displayed screen. Keep the trigger action as is and click "Next".
3. Set the details on the displayed screen.
Select "Trigger Interval".
*It is recommended to set it to the shortest time possible!
*You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.
For more details on Yoom plans, please refer to here.
4. After entering, run "Test" and if successful, click "Save".
*The retrieved value can be used in other operations as indicated by "This value can be used in other operations." and can be utilized in the next settings.
1. Click the branch "Command Operation".
* The "Branch" operation is available for Mini plans and above. Please note that using it on a Free plan will result in an error.
・Paid plans like the Mini plan offer a 2-week free trial. During the free trial, you can freely try out apps and features that are usually restricted, so please take advantage of it.
Set the operation to "When a task is created or updated" and configure the item you want to detect in the retrieved value.
The "Branch Condition" sets the conditions for processing the branch destination. Please select from the retrieved value displayed when you click the input field.
This time, we are using a template to set it as shown in the image below.
Once the settings are complete, click "Save".
1. Click "Retrieve Task Info" to integrate with the app.
Enter the required fields on the displayed screen and click "Next".
2. Set up the API connection.
Select "Task ID" from the retrieved value displayed when you click the input field.
After entering, run "Test" and if successful, click "Save".
1. Click "Send Message to Channel" to integrate with the app.
Enter the required fields on the displayed screen and click "Next".
2. Set up the API connection.
Select "Team ID" and "Channel ID" from the candidates displayed when you click the input field.
"Message" can be selected from the retrieved value displayed when you click the input field.
*This time, it was set as shown in the image below.
After entering, run "Test" and if successful, click "Save".
*Once the settings are complete, notifications will be sent to Microsoft Teams as shown below.
Click the "Turn ON Trigger" button in the red frame on the screen below to automatically start the Flowbot.
This time, we introduced how to integrate data from Wrike to Microsoft Teams, but if you want to integrate data from Microsoft Teams to Wrike, please also use the following template.
This is a recommended flow for those who use Microsoft Teams and Wrike on a daily basis and want to automatically reflect communication in channels into task management.
■Overview
The workflow "Convert content posted in a channel on Microsoft Teams into tasks in Wrike" is a business workflow that seamlessly integrates communication and task management between teams. By automatically registering conversations and ideas from Teams as tasks in Wrike, it reduces the risk of missing information and the hassle of management. It utilizes Yoom's API integration features to achieve efficient business processes with AI and RPA.
■Recommended for
■Benefits of using this template
This flow is recommended for those who use Microsoft Teams and Wrike regularly and want to centralize team communication and task management.
■Overview
The "Add a comment to a Wrike task when a post is made in a Microsoft Teams channel" workflow is an automation tool designed to streamline communication and project management within a team. By connecting Microsoft Teams and Wrike through Yoom's API integration feature, the content posted in a channel is automatically reflected in a specified Wrike task.
This enables centralized information management and supports the smooth operation of business workflows.
■Recommended for
■Benefits of using this template
By leveraging the APIs of Wrike and Microsoft Teams, a variety of automations can be achieved! How about considering the following automations?
You can add task information to calendars or databases and send notifications to chat tools.
■ 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 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.
■Overview
This is a flow to update the status of a Zendesk ticket when a task is completed in Wrike.
■Recommended for
1. Companies using Zendesk for customer support
・Those who manage tasks and track progress with tickets
・Those who centrally manage customer information
2. Those using Wrike for project management
・Those who visualize the entire project flow and strengthen team collaboration
・Those who manage tasks in a hierarchical structure
■Benefits of using this template
Zendesk is a tool that can streamline operations by centrally managing information related to customer support.
By linking tasks and information managed in Wrike, you can accelerate the speed of customer response.
However, manually reflecting tasks completed in Wrike to Zendesk each time is cumbersome and wastes valuable time.
By using this flow, task completion in Wrike is automatically reflected in Zendesk, eliminating manual work and reducing the time required for tasks.
Immediate reflection of task completion in Zendesk allows for quick information sharing with the team, leading to more efficient operations.
■Notes
・Please integrate Yoom with both Zendesk and Wrike.
・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.
・Branching is a feature (operation) available with the Mini Plan or higher.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, 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 apps that are normally restricted.
■Overview
This is a flow that creates a task in Wrike when a row is added in Google Sheets.
■Recommended for
1. Those who utilize Google Sheets for business
・Those who use it for centralized information management
・Those who want to share sheets within the team to improve communication efficiency
2. Those who use Wrike for task management
・Those who manage detailed project tasks and visualize progress
■Benefits of using this template
Wrike is a tool that can be used for managing tasks related to projects.
However, if you are also managing tasks in Google Sheets, manually adding tasks to Wrike is not efficient.
This flow is beneficial for those who want to eliminate manual entry and share information efficiently.
By using this flow, it detects information registered in Google Sheets and automatically completes task registration, eliminating the need for manual work.
By automatically creating tasks, you can efficiently obtain the latest information from either tool, facilitating smooth business operations.
■Notes
・Please integrate both Google Sheets and Wrike 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.
■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.
You can notify when there are responses to forms or when a flow bot is activated, and save sent messages or posts to cloud storage!
■Overview
This is a flow bot that automatically activates at the end of each month and sends notifications via Microsoft Teams.
This flow bot can perform various automated processes through flows added after the right-side branch.
* For example, you can use it for various purposes such as monthly invoice processing, aggregation processing to spreadsheets, or regular data backup processing.
■Setup Method
・Use the flow bot's schedule trigger to activate the flow bot near the end of each month (28th, 29th, 30th, 31st).
・Use the "Manipulate and Transform Data" action to obtain the flow bot activation date, calculate the difference from the end-of-month date, and verify if it matches the last day of the month.
・If the flow bot activation date is not the last day of the month, the flow bot will terminate.
・If the flow bot activation date is the last day of the month, it will branch to the right and send a notification via Microsoft Teams.
・Specify the channel for the notification.
・Customize the flow added afterward freely according to your purpose and use.
■Notes
・Please modify the flow bot settings as needed.
・Replace the settings and content of the flow added to the right branch with any desired values.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature (operation) available with a mini plan or higher. If you are on a free plan, the operation of the configured flow bot will result in an error, so please be cautious.
・Paid plans like the mini plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Microsoft Teams to communicate with members
・Those who want to efficiently manage daily message content and have quick access to necessary information
・Those who want to organize interactions with members and prevent information sharing omissions
2. Those who use OneDrive for file management
・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation
・Those who want to automatically create folders based on message content and ensure important information is saved without omission
■Benefits of using this template
By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.
Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.
■Overview
The workflow "Notify Microsoft Teams when a record is created in the Salesforce lead object" is designed to support the sales team in responding quickly.
Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real-time.
This ensures that you don't miss the timing for lead follow-up and enables efficient sales activities.
■Recommended for
■Benefits of using this template
◼️Overview
When a message is posted in a specific Microsoft Teams channel, it will be automatically forwarded via email using Outlook.
Feel free to modify the body and recipients of the Outlook email as needed.
By adding branching processes in between, you can also change the content and recipients of the email based on the content of the Microsoft Teams post.
◼️Notes
・It is necessary to configure the account information for integration in the operation of each app.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This flow adds new responses from a survey form to Microsoft Excel and notifies Microsoft Teams.
By integrating the survey form with Microsoft Excel and Microsoft Teams, you can eliminate the need to operate each app individually or repeatedly enter data, allowing for smoother business operations.
Furthermore, since responses are automatically added to Microsoft Excel and notifications are sent to Microsoft Teams, you can prevent any information management oversights or omissions.
■Notes
・Please integrate both Microsoft Excel and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) offers both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
How was it? By integrating Wrike with Microsoft Teams, you should be able to solve issues like "wanting to quickly share task updates," "preventing communication errors and omissions," and "making project progress smoother." By notifying task information in real-time to Microsoft Teams, you can prevent misunderstandings within the team and speed up response times.
By utilizing the no-code tool Yoom, you can easily integrate Wrike and Microsoft Teams without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Why not integrate Wrike with Microsoft Teams to make your daily tasks more efficient?
