Ask Me Anything with our Wrike Integrate team: Part 1! ๐
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Hi folks,
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My name is Miron and I'm a Solutions Architect and part of the Wrike Professional Services team, working with Wrike Integrate.
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I'm running an Ask Me Anything session about Wrike Integrate and sharing our new video series in this post, so be sure to ask any questions you have in the comments section below ๐
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Last year, Wrike released Wrike Integrate, allowing you to configure robust integrations, add custom automation to Wrike, and manage complex cross-functional and multi-app workflows with ease.
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Soon after, we released a self-paced e-Learning module called 601 Automate with Integrate which walks you through a guided example of creating an integration recipe in Wrike Integrate.
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However, we knew that there is more we can share with you, to help you get deeper into Wrike Integrate and perhaps even try and use it in earnest. So, we are excited to share a series of 5 โWrike Integrate Training 101โ videos which you can watch below. These videos go into a greater level of detail and cover the following topics:
Each video is only a few minutes long, and together, they form part of the content that our Professional Services team delivers during Wrike Integrate deployment. We've decided to make this content public and share it with you, the Wrike Community.
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Please note that Wrike Integrate is an add-on, available to Business, Wrike for Marketers, and Enterprise accounts only. Reach out to your Account Manager to discuss further, or comment below and we can arrange for your Account Manager to reach out to you. If youโre not a Wrike customer and would like to discuss Wrike Integrate,ย let us know and we'll arrange for someone to discuss this with you.
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I'm looking forward to reading and answering your questions below!
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Be sure to check out part 2 and of this series, where we'll discuss the basics of getting started with Postmanย and Webhooks ๐
Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover
Does it integrate with Project Online 365 *subscription plan 5....?
Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Cansu Wrike Team member Become a Wrike expert with Wrike Discover
Hi Edgar Eleazar Chavez Aguinaga,
That's an excellent question!
With Wrike Integrate, you can connect Wrike with hundreds of apps through prebuilt connectors. For apps which we currently do not have a prebuilt connector already, you canย create your own connectionย between Wrike and any cloud application that has an HTTP-based API. This includesย Project Online.
Please give it a try and let us know if you have any questionsย ๐
Nich Adam, thanks for your question.
Check out https://developers.wrike.com/special-syntax/. In the Task Comments section you will see the syntax. You will need the user ID. If you do not know in advance which user ID it is (i.e. it is not fixed and therefore cannot be hard coded or be put into a Property), or you cannot get it from a datapill off a previous step, you can use the List Users action or a GET /contacts custom call. In either case you will either need to iterate through the list or use a combinations of WHERE and PLUCK formulas (e.g. DATA.where("lastName":"XXX").pluck("id") ).
BTW, you can use this to make comments on projects as well not just tasks.ย ย
If you wanted to use @followers or @assignees you can use something like
POST on https://www.wrike.com/api/v4/tasks/IEACR2ADKQQKCH3M/comments?text=<a class=stream-user-id avatar quasi-contact rel=@followers>@followers</a> my message
Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover
Hi,
How do you copy 1 project description area to another and retain the rich-text formatting. My basic attempt removes all carriage returns and formatting markup.
Thank you in advance!
Hi Reese Healey
This is a known issue with the Workato connector. In this case you need to use the Custom Action rather than the built in Search Projects and Update Project. You will need to get the project and then update it using the direct API calls. When working with Custom Action you also need to define the response body so that you can use the data pill to copy the value in desc field A to desc field B. You can get the definition of the response from the examples that are on the two links above.ย
Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover
Thanks Miron!
I sort of half got there. I muddled through the parts about the GET custom action and defining its response body, but I can't figure out the PUT custom action to copy the description over.
Any help on how to use the Custom Action PUT to modify the description of the targeted project?
My workaround was to copy the description from the GET to a utility function message log, then use the default update Wrike project action to update the description using the message datapill. This works, but seems clunky.
With the workaround, I'm not sure why I had to use the message log intermediary step, and couldn't just apply the GET description to the Project update. (any thoughts on this?)
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Reese Healey the PUT action is very similar to the GET one. The syntax should be
folders/{id}?description={desc_from_GET}
So in the setup of the action select PUT as the method and in the URL box enter the one above replacing {id} with the project ID and {desc_from_GET} with the project description, both of which should be available as datapills from your GET (which I assume is step 2 in your screen shot).ย
If you do not need to use any data from the updated project further down in your recipe you can leave the response body empty, but it is always a good idea to have it defined. You can get it from the example on https://developers.wrike.com/api/v4/folders-projects/#modify-folder
Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover
Miron Mizrahi Okay, making progress!
The syntax works for actual text, but I get an error when trying to use the description from the GET step
Works:
Doesn't work (Error - URI must be ascii only):
I'm guessing that what is being passed as the description doesn't make sense as a URL, so is there some sort ofย parser function I would use as part of a formula, instead of trying just to use the Text input? Or is there something more straight forward I'm missing?
Thanks for your time! Hopefully others will get something out of this as well.
Reese Healey ah yes. if your desc contains rich text then it needs to be encoded but actually is not needed. As long as you use the GET custom action you will get the full HTML and then you can use the built in Update Project action and just plug into the Description field the data pill for the desc field you got from the GET
Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover