Webhooks for task approval events

I'd really love to see webhook events for task approvals (with corresponding support in Wrike Integrate).

Use Case

All requests for business travel require approval from the employee's manager. In certain cases, a second approval is also required.

1) Employee submits their travel request using a Wrike request form, which creates a task with custom workflow statuses of:

  • Pending Approval
  • Info Needed
  • Approved
  • Rejected
  • Request Cancelled

2) Via Wrike Integrate, an approval is added to the task with the employee's manager as a required approver. If the total estimated trip cost exceeds a specific threshold, several additional "secondary" approvers are added, and at least one secondary approval is also required.

3) As each approver submits their decision, the task status is updated accordingly:

  • If the entire approval is "Approved", the task status is changed to "Approved"
  • If any single decision is "Rejected", the task status is changed to "Rejected"
  • If both the Manager and one secondary approver have approved, the task status is changed to "Approved", and all remaining Pending approvers are removed from the approval

Without a webhook for task approvals, I'm unable to find any way to trigger the Wrike Integrate recipe as individual approver decisions are submitted. The workaround is to poll periodically and loop through the approvals for all active tasks in the Business Travel Requests folder, but this seems inefficient.

If I'm missing something, or there's a better way to accomplish what I'm trying to do, I'd appreciate any and all assistance.

Upvote 7
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
4 comentarios

Hi Laura Boylan, thanks a lot for your feedback and ideas! Do you mind if I move your post to our Product Feedback section so that I could pass it on to our Product team? 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lisa - No problem.

I'm in final testing now for the polling solution we landed on in the absence of approval webhooks. I'll post our Wrike Integrate recipes for this use case when I'm done, in case anyone else finds them useful.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Laura Boylan Done, thank you! 

And thank you so much for posting your recipes! 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

FYI, I posted a description of the entire final solution for our Business Travel request process at https://help.wrike.com/hc/en-us/community/posts/360037777113.

The polling recipe in Wrike Integrate that we're using in the absence of approval webhooks is available at https://www.workato.com/recipes/1051624.

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Webhooks for task approval events
[this list is visible for admins and agents only]

Arriba
Didn’t find what you were looking for? Write new post