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Zapier

All Wrike accounts can set up an integration through Zapier.

3.5 min read

Overview

Zapier is an action automation cloud tool that facilitates data transfer between two separate apps. With Zapier you can create customizable actions or “Zaps” that send information of your choosing from one app to another, freeing you from manual data input. In other words, you can automate the integration between Wrike and any other app or service which supports Zapier and get your work done faster.

Popular Wrike Zaps

Set up a Zap

Zaps are made of two parts: a trigger and a resulting action. For example, “If I write an Evernote note, then create a folder in Wrike,” or, “If there is an issue in GitHub, then create a task in Wrike.”
Triggers and actions of Wrike app are the following:

Triggers Actions
Create a folder Create a task
Create a task Create a folder
  Create a comment
  Create a time entry

To start using Zapier, you are required to sign up for an account and login. The next step is to click ‘Make a Zap’ button and choose Wrike as a Trigger or an Action, e.g. “If a new event is added to your Google Calendar, create a task in Wrike for that”:

zapier-step1.png

For your convenience, there is a Zapbook available listing all templates created by other Zapier users – https://zapier.com/app/explore.
Once you have chosen the apps and hit Continue, the page will guide you through the setup process assisting in setting up Trigger and Action details and conditions, and testing your Zap:

1. Enter your login credentials for the apps:

zapier-step23.png

2. Fine tune the Trigger settings, for example define which Google Calendar should be linked to Wrike and set up filters if needed:

zapier-step4.png

3. Once you reach the next step, you will be prompted to match up the Trigger to the Action. In our example the Action is to create a task in Wrike, so the setup page asks us to select the account and root folder/subfolder where the task should be created as well as define the task details: title, description, type, start and due dates, task importance and assignees.

zapier-step5.png

4. The setup process is finished, it is necessary to test the Zap, name it and turn it on (in case of a successful test):

zapier-step67.png

Notes: You can edit and remove a Zap on My Zaps page within your Zapier account.

The full list of supported applications is available in https://zapier.com/zapbook/apps/.

Integrate an online form into Wrike with Wufoo and Zapier integration

Wufoo is a form builder web app. With Wufoo, you can create online contact forms, surveys, and invitations in a couple of minutes without writing a single line of code.

To transfer the data, registrations and payments from Wufoo form submissions into Wrike, you can connect Wufoo to Wrike tasks through Zapier:

Step 1: Create your Form.

wrike-wufoo-forms.png

Step 2: Setup a Wrike folder for tasks created by form submissions.

Step 3: Connect your form to Wrike through Zapier.

  • Sign up for a free Zapier account at www.zapier.com.
  • Select “Make a new Zap”:

wrike-create-a-zap.png

  • Pick “Wufoo” as the Trigger app and select “New Entry” as the trigger.
  • Pick “Wrike” as the Action app and select “Create a new task” as the action:

wrike-choose-trigger.png

  • Connect to your Wufoo account.
  • Connect to your Wrike account.
  • Select which Wufoo forms trigger Wrike tasks.
  • Select the Wrike account you want to create the task in and specify the folder.
  • Link responses in the form to auto populate the Wrike task (for example, project name from form becomes Task description in Wrike; Due Date from form becomes Due Date in Wrike).

wrike-zap-details.png

  • And lastly, test the trigger and name your new Zap. That’s it!
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