All articles

Wrike Integrate

Wrike Integrate is available for Business and higher accounts as a paid add-on. Account owners can start a 14-day free trial of Wrike Integrate add-on from the Account Management section.

Overview

Wrike Integrate is an add-on helping you to integrate Wrike with almost any app (including with Wrike itself) and automate your business workflows across apps and employees. Wrike Integrate helps you to accelerate business processes, boost collaboration and improve productivity.

With Wrike Integrate, you can connect Wrike with hundreds of business apps such as CRM (e.g. SalesForce), marketing (e.g. Marketo or MailChimp), accounting (e.g. QuickBooks or Netsuite) or HR (e.g. Workday). Explore our App Directory for apps which offer prebuilt connectors that you can integrate with, in a codeless fashion.

Important Information

  • Integrations are set up on the Wrike Integrate portal, which is accessible from the Wrike workspace.
  • Wrike Integrate is powered by a partner: Workato. For more detailed information on how to integrate Wrike with other apps, please check out Workato’s Help Center
  • Only account owners and admins can integrate Wrike with other apps using Wrike Integrate. Enterprise admins should have the “Configure integration recipes” right enabled.

How It Works

Wrike Integrate uses recipes to connect apps. Recipes are automated workflows which comprise of a trigger (business event that will kick off the recipe), and one or more actions that are carried out when a trigger event is picked up. Either trigger or at least one action for every recipe must happen in Wrike.

Recipes run automatically in the background. When they are stopped, they will cease to look for trigger events. When a recipe is started again, it picks up all the trigger events that occurred since the recipe was last stopped.

When creating recipes, you can also have them triggered at a certain time and use various logic (eg if-then-else forks or loops) all without writing any code.

More information on how recipes work can be found here.

How to Set Up Integrations in Wrike

  1. Click on your name in the upper right-hand corner of the workspace.
  2. Select the “Apps & Integrations”.
  3. Find the needed app from the list of integrations in the “App Directory” section and click on it. If the app you are looking for is not in the list, you can still connect to it using universal connectors.
  4. Select which app is the trigger app (ie. the one that will cause the recipe to start) and which one is the action app (ie. where the recipe will make changes). You can add other actions later from within the Wrike Integrate interface.
  5. Click “Create new recipe”.
  6. The Wrike Integrate portal page opens where you can set your recipe.

Once you proceed to the Wrike Integrate portal, you'll be guided through the process of setting up trigger and action details, steps and conditions.

🔥Wrike Tip! Try to use the search box in the upper right-hand corner of the “App Directory” to look for apps.

Navigate the Integration Recipes

To access the “Integration recipes” section:

  1. Click on your name in the upper right-hand corner of the workspace.
  2. Select “Apps & Integrations”.
  3. In the left-hand navigation panel, select “Integration recipes”.

From the “Integration recipes” section you can:

  • Visit the Wrike Integrate portal to see the list of all existing connectors and community recipes possible integrations.
  • Create new recipes (public or private).
  • Browse existing recipes.

Select “Browse My Recipes” to see recipes, which had been created in your Wrike Integrate account by other admins with the permission to “Configure integration recipes”. The page opens where you can see all existing recipes.

Collaborating on Recipes

All admins that have permissions to configure integration recipes are sharing the same workspace in Wrike Integrate. That is, they are able to see, edit and run common recipes.
This can be adjusted by setting up folder access for Team Roles on the Wrike Integrate portal. By default, Wrike account owner has an Admin team role in Wrike Integrate, whilst all other users have the Analyst role.

0 comments

Article is closed for comments.

Top