Dynamically build or update a document based on custom field values in Wrike

We’re currently facing a bottleneck in one of our processes, and I’d love to hear if anyone has tackled something similar—especially using Workato.

Here’s our setup:

We have built CIT with custom fields. I’m already using Workato to automatically create a folder in SharePoint and copy the document template there.

The challenge:
We want to dynamically build or update the document based on custom field values in Wrike. 
We have a document template in docx in which we have several placeholders (We were thinking of having them in handlebars, like {{ this }} but we can change them), and we would like to map our custom fields to these placeholders and have the file (with the values) as our output.

The goal is to:

  • Automatically generate the document once an instance of the CIT reaches a specific status in Wrike (e.g., Approved)
  • Save it to a designated SharePoint folder
  • Send it to DocuSign for signature

If you’ve implemented something similar—or have ideas on how to structure this with Workato—I’d really appreciate your insights!

Thanks in advance 🙌

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3件のコメント

Hi Szilvia Becző, it seems the Community hasn’t been able to offer a solution here 🙇🏻‍♀️. Were you able to figure it out, or would you like to reach out to our Support team? They might be able to help with this. Thank you! 😊

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Wrike Discover で Wrike のエキスパートになろう

Basudha Sakshyarika Wrike Team member Wrike Discover で Wrike のエキスパートになろう

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Hi Basudha, thanks for following up! We’ve found a solution and are currently working on implementing and testing it. 

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That’s great, Szilvia Becző! If possible, please feel free to share your solution with the community, as it might be helpful for other members as well. Thank you! 😊

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Wrike Discover で Wrike のエキスパートになろう

Basudha Sakshyarika Wrike Team member Wrike Discover で Wrike のエキスパートになろう

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