Notify Microsoft Teams when a task is registered in Wrike
This flow is recommended for managing tasks in Wrike and quickly sharing the occurrence of tasks on Microsoft Teams to encourage prompt responses.
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"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.
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.
This flow is recommended for managing tasks in Wrike and quickly sharing the occurrence of tasks on Microsoft Teams to encourage prompt responses.
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.
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'.
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.
This flow is recommended for those who use Microsoft Teams and Wrike regularly and want to centralize team communication and task management.
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.
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!
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.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily integrate Wrike and Microsoft Teams without any programming knowledge!</span> 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?
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