Connect Wrike

Dina Bennett
Dina Bennett
  • Updated

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 your organization use one administrator account to connect integrations in order to maintain stable integrations, prevent disconnects, and keep your flows working consistently.

  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.

    Wrike-connect-tile.png
     

  3. Enter your Wrike account credentials.

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

    Wrike-accept-connection.png
     
  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.

    Wrike-show-application fields.png
     

Set up Wrike automated flows

Once Ziflow and Wrike are 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.

    create-new-automated-flow.png
     

  2. Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.

    choose-Ziflow-event.png
     

  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.

Wrike-zibot-actions.png

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-folders.png

Field Description
Application The Wrike application
Search text Enter a folder name or use a token

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.

search-wrike-task.png

Field Description
Application The Wrike application
Task title Enter a task name or use a token

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.

create-wrike-task.png

Field Description
Application The Wrike application
Folder Choose to select folder from drop-down list or use a folder ID
Task title Enter a task title or a token
Task description Enter a description

Update Wrike task

 Use to update the Wrike task with changes from Ziflow:

update-wrike-task.png

Field Description
Application The Wrike application
Task ID Enter a Task ID 
Task title Enter a task title or a token
Task description Enter a description
Task status Enter a task status

Update Wrike custom field

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

update-wrike-custom-field.png

Field Description
Application The Wrike application
Task ID Enter a Task ID 
Custom field source Choose to select a field in the Wrike workspace or from a previous action or direct ID 
Custom field Enter or choose a field
Task status Enter a field value

Add Wrike comment

Use to post comments to specific Wrike tasks.

add-wrike-coment.png

Field Description
Application The Wrike application
Task ID Enter a Task ID 
Comment text Enter the comment text 

 

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.

To use integration fields while configuring or editing proofs, you must enable them in the application settings.

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

 

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