Wrike always strives to keep all your work information connected. Which is why there is an ongoing effort to integrate it with all your favorite apps and project management automation tools. Meet our latest great integration: Zapier.
Zapier is an action automation cloud tool that makes it easy and effortless to pass data between two separate apps. So effortless that once you set up your account you won't have to lift a finger! You create customizable actions that send information of your choosing from one app to another, freeing you from tedious housekeeping tasks. When paired with the productivity power of Wrike, it means one thing: you get your work done faster.
Say you want every new reminder logged in Evernote to create a task in Wrike. You create a "Zap" in Zapier connecting the two. Zaps are automated processes made of two parts: a trigger and a resulting action. In this case, creating an Evernote reminder is the trigger, and creating a new task in Wrike is the action that occurs once the trigger is sensed by the system. Every new reminder automatically becomes a Wrike task, and you didn't even have to think about it.
Or you could create a Zap wherein every new Google Calendar event automatically creates a task in Wrike, bypassing the need to go into Wrike and do it manually. It's all about convenience and saving time — which gets our thumbs up.
Wrike's integration with Zapier even allows you to fine tune the details of the resulting action, for example:
• Choose task type (planned, backlogged, or milestone) in order to differentiate urgent to-do items and goals from reference material.
• Set the start and due date for tasks using expressions like "tomorrow" and "next week". If you create a Zap to transfer your support tickets or other date-sensitive tasks to Wrike, they'll be tackled in no time!
• Add rich text task descriptions — say a new email is turned into a Wrike task, the text formatting will remain the same.
• Select a subfolder so your automated tasks are housed by email sender, originating source, month created, and more.
Watch our video to learn more helpful Zaps you can create for your team:
Using Zapier with Wrike
To create your own Zaps from scratch, simply designate Wrike as either the trigger or the action. But if you're starting out, it may be more convenient to make use of one of the many Zaps that other users have created, and use one as a template for creating your own custom Zap.
Step-by-Step Instructions for Using Zapier with Wrike:
1. Sign up or log into your Zapier account.
2. Click the "Make a New Zap" button.
3. Choose Wrike as the trigger or action.
4. The first time you create a Zap with Wrike, you will be asked to log into your Wrike account.
5. Make a Zap or explore pre-made Zaps.
Have you already tried our Zapier integration? Tell us about your useful Zaps in the comments!
Image Credits: Photo by Chris Isherwood. Some rights reserved.
