Create a task in Wrike when a file matching specific conditions is uploaded to Box

■Overview

Do you use Wrike for project management and Box for file storage, but find it time-consuming to manually create Wrike tasks after uploading files to Box? This repetitive work can easily lead to missed tasks and delays. With this workflow, the integration between Wrike and Box is automated, and a Wrike task is automatically created whenever a specific file is added to Box. This reduces the time spent creating tasks and gives you more time to focus on important work.

■Who this template is recommended for

• Teams that use Wrike and Box together and manually create tasks based on files
• Teams that want to prevent missed task creation in Wrike and streamline project management
• Teams that want to improve the efficiency of routine work by automating the integration between Wrike and Box

■Benefits of using this template

• Automatically create a Wrike task when a file is added to Box, reducing the time previously spent creating tasks manually
• Prevent missed tasks and transcription errors that can occur when creating tasks manually, helping improve operational accuracy

■Flow bot steps

1. First, connect your Box and Wrike accounts to Yoom
2. Select Box as the trigger and set the “When a file is uploaded to a folder” action. Specify the Box folder that should trigger task creation
3. Next, set up branching in the operation. You can configure the flow to proceed only when specific conditions, such as the file name or file format, are met
4. Finally, select Wrike as the operation and set the “Create a task” action. Specify the title, assignee, due date, and other details for the task you want to create

※“Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts

■Customization options for this workflow

• With the branching feature, you can flexibly set conditions for running the subsequent task creation process, such as “When the file name contains ‘Invoice’”
• You can dynamically generate the title and description of Wrike tasks using information retrieved from Box, such as the file name. You can also set the assignee, due date, and other details as needed

■Important notes‍

• Connect both Box and Wrike to Yoom.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, operations configured in the flow bot will result in an error.
• Paid plans, including the Mini Plan, offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.