How to Connect Wrike as Data Destination
The integration will allow you to create new tasks, folders, projects and comment to the task in Wrike based on data from other systems. For example, you can transfer tasks from your website, landing page or Google Sheets to Wrike and process them in one place. So you can automate the process of processing tasks as efficiently as possible using the different services that you use, and save a lot of time.
Let's go through the entire Wrike setup steps together!
Navigation:
1. What will integration with Wrike do?
2. How to connect Wrike account to ApiX-Drive?
3. How to setup data transfer to Wrike in the selected action?
4. An example of the data that will be sent to your Wrike.
5. Auto-update and update interval.
Once you've set up your Data Source system, such as Google Sheets, you can set up Wrike as your Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, Wrike must be specified.
Next, you need to specify an action, for example, "Create TASK".
- Create TASK - ApiX-Drive will create a new task in Wrike based on the data from the Data Source.
- Create PROJECT/FOLDER - ApiX-Drive will create a new project/folder in Wrike based on the data from the Data Source.
- Add COMMENT to task - ApiX-Drive will add comments to existing task in Wrike if you have a task ID value in the Data Source.
The next step is to select the Wrike account to which will get the data.
If there are no accounts connected to the system, click "Connect account".
Specify your login and password for your Wrike personal account and provide permission to work with this account.
After that, the page will reload and the saved account will be automatically selected.
If this does not happen, select the created account in the list.
Now you need to set up the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Wrike.
To get started, select a Parent Folder and a Task typet where all new tasks will go.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the dropdown list. If necessary, you can write the data manually.
Now you can see the test data.
If you want to send test data to Wrike in order to check if the setup is correct, click "Send test data to Wrike" and go to Wrike to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes setup Wrike as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!