"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!
For those who want to try it quickly
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.
Notify Microsoft Teams when a task is updated in Wrike.
■ Overview The flow 'Notify Microsoft Teams when a task is updated in Wrike' is a business workflow that improves project management efficiency. Whenever a task status is changed in Wrike, a notification is automatically sent to Microsoft Teams. This allows for smooth information sharing among team members and quick understanding of project progress.
■ Recommended for - Those managing projects using Wrike and Microsoft Teams - Leaders who want to streamline team communication - Project managers who wish to quickly share task update information - Personnel who need to promptly understand project progress
■ Notes - Please integrate Wrike and Microsoft Teams with Yoom individually. - The trigger can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies depending on the plan. - Microsoft365 (formerly Office365) includes home plans and general corporate plans (Microsoft365 Business). Authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature available from the Mini Plan and above (operations). Setting a flow bot operation under the free plan will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
What You Can Do by Integrating Wrike with Microsoft Teams
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!
Notify Microsoft Teams When a Task is Updated in Wrike
This flow is recommended for those who use Wrike and Microsoft Teams for project management and want to quickly share task updates.
Notify Microsoft Teams when a task is updated in Wrike.
■ Overview The flow 'Notify Microsoft Teams when a task is updated in Wrike' is a business workflow that improves project management efficiency. Whenever a task status is changed in Wrike, a notification is automatically sent to Microsoft Teams. This allows for smooth information sharing among team members and quick understanding of project progress.
■ Recommended for - Those managing projects using Wrike and Microsoft Teams - Leaders who want to streamline team communication - Project managers who wish to quickly share task update information - Personnel who need to promptly understand project progress
■ Notes - Please integrate Wrike and Microsoft Teams with Yoom individually. - The trigger can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies depending on the plan. - Microsoft365 (formerly Office365) includes home plans and general corporate plans (Microsoft365 Business). Authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature available from the Mini Plan and above (operations). Setting a flow bot operation under the free plan will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
Let's Create a Wrike and Microsoft Teams Integration Flow
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.
Integrate Wrike and Microsoft Teams with My Apps
Copy the template
Set up Wrike triggers and Microsoft Teams operations
Turn on the trigger and verify the integration flow
Notify Microsoft Teams when a task is updated in Wrike.
■ Overview The flow 'Notify Microsoft Teams when a task is updated in Wrike' is a business workflow that improves project management efficiency. Whenever a task status is changed in Wrike, a notification is automatically sent to Microsoft Teams. This allows for smooth information sharing among team members and quick understanding of project progress.
■ Recommended for - Those managing projects using Wrike and Microsoft Teams - Leaders who want to streamline team communication - Project managers who wish to quickly share task update information - Personnel who need to promptly understand project progress
■ Notes - Please integrate Wrike and Microsoft Teams with Yoom individually. - The trigger can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies depending on the plan. - Microsoft365 (formerly Office365) includes home plans and general corporate plans (Microsoft365 Business). Authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature available from the Mini Plan and above (operations). Setting a flow bot operation under the free plan will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
Step 1: Connect Wrike and Microsoft Teams with My Apps
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.
Step 2: Copy the Template
Let's create a flow from here! Since we are using a template, open the template page below and click 'Try this template'.
Notify Microsoft Teams when a task is updated in Wrike.
■ Overview The flow 'Notify Microsoft Teams when a task is updated in Wrike' is a business workflow that improves project management efficiency. Whenever a task status is changed in Wrike, a notification is automatically sent to Microsoft Teams. This allows for smooth information sharing among team members and quick understanding of project progress.
■ Recommended for - Those managing projects using Wrike and Microsoft Teams - Leaders who want to streamline team communication - Project managers who wish to quickly share task update information - Personnel who need to promptly understand project progress
■ Notes - Please integrate Wrike and Microsoft Teams with Yoom individually. - The trigger can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies depending on the plan. - Microsoft365 (formerly Office365) includes home plans and general corporate plans (Microsoft365 Business). Authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature available from the Mini Plan and above (operations). Setting a flow bot operation under the free plan will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
Step 3: Setting Triggers in Wrike
*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.
Step 4: Setting Branches
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".
Step 5: Setting Wrike Task Information Retrieval
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".
Step 6: Setting Microsoft Teams
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.
Step 7: Turn ON the Trigger Button and Verify the Integration Flow
Click the "Turn ON Trigger" button in the red frame on the screen below to automatically start the Flowbot.
If You Want to Integrate Microsoft Teams Data with Wrike
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.
Convert Content Posted in Microsoft Teams Channels into Tasks in Wrike
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.
Convert content posted in a channel on Microsoft Teams into tasks in Wrike.
■Overview The "Convert content posted to a channel in Microsoft Teams into tasks in Wrike" workflow is a business workflow that seamlessly integrates communication and task management between teams. By automatically registering conversations and ideas in Teams as tasks in Wrike, it reduces the risk of missing information and the hassle of management. Utilize Yoom's API integration features to achieve efficient business processes with AI and RPA.
■Recommended for - Team leaders who use Microsoft Teams and Wrike regularly and struggle with organizing information - Project managers who want to automatically reflect channel communication in task management - IT personnel in companies looking to improve operational efficiency and reduce manual task registration
■Notes - Please integrate Yoom with both Microsoft Teams and Wrike. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has both home and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview The "Add a comment to a Wrike task when a post is made to a channel on Microsoft Teams" workflow is an automation tool designed to streamline communication and project management within a team. By connecting Microsoft Teams and Wrike through the Yoom API, posts to a channel are automatically reflected in specified Wrike tasks. This enables centralized information management and supports smooth operations within the workflow.
■Who should use this template - Project managers who use Microsoft Teams and Wrike regularly - Leaders who want to centralize communication and task management within their team - Business personnel who want to improve work efficiency by reducing time spent on manual information entry - Administrators who wish to quickly understand the progress of projects - Individuals interested in business automation through tool integration
■Notes - Please integrate both Microsoft Teams and Wrike with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval may vary depending on the plan. - Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.
■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 This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People 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 shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. 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, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
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.
With experience in a wide range of roles, including systems engineer, programmer, new graduate recruitment assistant, and theme park actor, I have been involved in building corporate systems and improving operational efficiency, particularly as a systems engineer and programmer. Utilizing Yoom, I will clearly and comprehensively communicate practical approaches to reducing operational burdens.
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