Integrating Wrike with Ziflow lets teams extend their Ziflow online proofing operations to Wrike. Users can automatically create and update tasks in Wrike for new proofs, comments, and decisions to keep their team up to date.

Available on: Pro Enterprise

Before setting up the integration between Ziflow and any third-party tool, it is necessary to connect Ziflow with the external application.

Connect with Wrike

To connect to Wrike, you must have administrator rights to authorize access.

Ziflow recommends that you connect with a dedicated administrator account, not a personal account, and use that account to create your team’s shared flows. Each flow uses the connection of the person who created it, and only the flow’s owner can edit it. If the person who created a connection leaves, see Take over a connection from another user.

1. Log into Ziflow. From the main navigation pane, select the Connect tab.
2. Select Applications to open the applications list. Find the Wrike application and select Connect.
   
   
    
3. Enter your Wrike account credentials.

4. Read the permissions request and select Accept to complete the process of connecting Ziflow and Wrike together.

   

5. Select the Wrike tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable Wrike fields at the proof level.

   

Set up Wrike automated flows

Once Ziflow and Wrikeare connected, you can set up automated flows to send information to Wrike.

Before you begin, connect your Ziflow app. See Connect your Ziflow app.

1. Choose Connect and select Create Flow in the upper-right corner of the window.
   
   
    
2. Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
   
   
    
3. Add a Wrike Zibot action to continue.

Wrike Zibot actions

After choosing a Ziflow event, choose a Wrike Zibot action that will pass the information from the Ziflow event to Wrike.

Search Wrike folders

Search Wrike task

Create Wrike task

Update Wrike task

Update Wrike custom field

Add Wrike comment

Search Wrike folders

Use to search Wrike folders. Enter a folder name or use a token. Add another Zibot to use this information to make further updates.

Search Wrike task

Use to search for specific Wrike tasks. Enter a task name or use a token. Add another Zibot to use this information to make further updates.

Create Wrike task

Use to add new tasks to your Wrike folders/projects. Specify the folder where the task should be added, the task title, and the task description.

Update Wrike task

Use to update the Wrike task with changes from Ziflow:

Update Wrike custom field

Use to update the values of custom fields added to specific tasks.

Add Wrike comment

Use to post comments to specific Wrike tasks.

Connect Ziflow proofs with Wrike tasks

Once you've connected Wrike to Ziflow, you can start linking proofs with the Wrike items from the Integrations tab while creating proofs or editing proof details.

If you do not see Wrike in the Integrations tab, enable it in the application settings. Go to the Connect tab, select the Wrike application, choose the Settings tab, and select Show next to the Application fields on a proof to enable Wrike fields at the proof level.

Anyone with access to the proof can see the linked Wrike details on the Integrations tab, even if they do not have access to that item in Wrike. Opening the item's link requires signing in to Wrike. To link a proof to an item, you need your own Wrike connection. To hide these details, go to Connect > Applications, select the Wrike tile, choose the Settings tab, and select Don't show next to Application fields on a proof.

In the Proof Details page, open the Integrations tab and select the Wrike item details (project/folder and task).

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