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4 ways to automate Wrike with Zapier

By Hannah Herman · October 25, 2024
A hero image of the Wrike app logo connected to other app logos on a light yellow background.

No matter what you do for work, you probably need to manage tasks and projects. With its customizable workspaces, approval workflows, and AI-powered features, Wrike is a popular tool for keeping that work organized. 

But your daily tasks don't usually happen in a vacuum—or in just one app. You'll always need to use other tools, and trying to manually keep them in sync with Wrike can be a lot of extra work. That's where automation comes in. 

With Zapier, you can connect the apps you use every day into automated workflows (we call them Zaps). These workflows can do repetitive work for you, like creating new to-do list tasks, updating project statuses, and much more. Not sure how to get started? Here are a few of the most popular ways you can automate Wrike with Zapier. 

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Create Wrike tasks from form submissions

Forms are one of the most valuable ways to collect leads, schedule demos, and field customer support issues. But staying on top of new form submissions can be challenging—especially if you're receiving a high volume of responses.

Instead of trying to triage and follow up on every form submission manually, you can automate adding them to Wrike. For example, you can create a Zap that automatically turns new form submissions into Wrike tasks—so you can focus on responding, not task management.

Add new Wufoo form entries to Wrike as tasks

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    Cut down on time spent with data entry and generate tasks in Wrike every time a user submits a Wufoo form. By connecting Wufoo with Wrike, anytime your users submit request forms, report issues, or request help desk assistance, the info is passed to Wrike, pre-populating Wrike tasks.

    Create Wrike tasks from Jotform form submissions

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      Don't lose track of your online form submissions; know about them immediately with the Jotform to Wrike automation. Once set up, when you receive a new Jotform submission, Zapier will automatically create a new task in Wrike. This integration helps ensure your form submissions are acted on, and is a great way to make a team task assignment system from a form.

      Create tasks in Wrike for new Typeform entries

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        Effortlessly streamline your task management process with this Typeform-Wrike integration. Whenever a new entry is submitted in Typeform, a task will be created in Wrike. Improve your team's efficiency and stay organized by automating your workflow, ensuring that every form response is quickly converted into a trackable task.

        Send new Gravity Forms submissions to Wrike as tasks

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          Know when you receive new form submissions immediately with the Gravity Form to Wrike integration. Set up this automation and every time you receive a new submission in Gravity Forms, Zapier will automatically create a new task in Wrike.

          Add Wrike tasks from chat and email

          Similarly, you might find yourself inundated with internal requests—like PTO that needs to be approved or project work that needs to be reviewed. These requests can come in through a multitude of channels like Slack and email, making them difficult to keep up with.

          That's where automation can help. With Zapier, you can create an automated workflow that moves those messages into Wrike as new tasks. For example, you could create a Zap that creates new tasks for every message you save in Slack—or based on certain emoji reactions.

          Create Wrike tasks from saved Slack message

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            Prioritize your day with the Slack to Wrike integration. Set up this automation and each time you save an important message in Slack, Zapier will immediately create a new task in Wrike. This helps you to put important messages at the top of your list.

            Create Wrike tasks from new Slack reactions

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              Easily turn Slack reactions into new tasks in Wrike with this seamless workflow. When someone reacts to a message in Slack, a corresponding task will be created in Wrike, keeping your team organized and efficient. This automation ensures that no important tasks are overlooked while streamlining communication within your team.

              You can use a similar Zap to turn labeled emails into tasks, too.

              Create tasks in Wrike from new labeled messages in Gmail [Business Gmail Accounts Only]

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                Organize your inbox and tasks with the Gmail to Wrike integration. Once set up, every time you label a new message in Gmail, Zapier will create a new task in Wrike. This helps you and your team manage incoming emails and it creates a perfect collaboration environment.

                And if you have a specific channel for employee requests, you can create a Zap that adds every single new message in that channel to Wrike as a new task.

                Create new Wrike tasks from new Microsoft Teams chat messages

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                Microsoft Teams + Wrike
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                  Keep your team's work streamlined and organized with this effective workflow. When you receive a new chat message in Microsoft Teams, a corresponding task will be created in Wrike, ensuring you never lose track of critical conversations and tasks. This automation directly plugs into your daily communication tools to enhance productivity and task management.

                  Create routine tasks on a schedule

                  Sometimes, you might have tasks that need to be done routinely—like reviewing daily project progress, sending a weekly update, or pulling quarterly sales reports. But repetitive tasks can also easily slip through the cracks.

                  To stay on top of routine work, you can use Zapier to automatically add tasks to Wrike on a schedule. The best part is that you can control exactly when those tasks are added—whether it's daily, weekly, or monthly.

                  Add daily tasks to Wrike

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                    If your teams use Wrike for project and task management, and you have fixed daily tasks that need to be completed, then use Zapier to schedule those tasks automatically rather than setting them up manually.

                    Create a new Wrike task every week

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                    Schedule by Zapier + Wrike
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                      Instead of creating a recurring task every week, use Zapier's scheduler to do it for you. Once set up, Zapier will create a new Write task every week. This automation helps you remember important tasks every week.

                      Create new Wrike task every month

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                      Schedule by Zapier + Wrike
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                        Set up recurring reminders every month with the Zapier Schedule to Wrike integration. Once set up, Zapier will automatically create a new task every month in Wrike. This automation helps you and your team manage recurring tasks.

                        If you still struggle to manage your tasks, consider creating a workflow that sends you a task digest in Slack. You can set up this Zap to deliver your task digest whenever it's most helpful, like every morning at 9 AM or Friday afternoons before you sign off for the week. 

                        Get a digest of Wrike tasks delivered to Slack

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                          Project management should feel like a task itself. Get Wrike tasks delivered to the place you naturally hang out - Slack. With this integration, Zapier quietly collects new tasks and releases them as a clear and simple digest in a direct message daily, weekly or monthly at the hour you choose. It's an easy way to stay on top of your daily to-dos and a safety net for what you might have forgotten.

                          Connect your calendar with Wrike

                          Of course, the best project management tool in the world won't help you get stuff done if you're short on time. Thankfully, automation can help you with that, too! For example, you can create a Zap that adds new Wrike tasks to your calendar—so you always have dedicated time to get stuff done.

                          Create detailed events in Google Calendar from Wrike tasks

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                            Rather than schedule each new task into your day individually, save time and use the Wrike to Google Calendar automation. Once you set up, when you create new tasks in Wrike, Zapier will automatically create detailed events in Google Calendar.

                            Create Microsoft Outlook events for new tasks in Wrike

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                              Effortlessly manage your tasks and events with this Wrike to Microsoft Outlook workflow. Whenever a new task is created in Wrike, an event will be also created in your Microsoft Outlook calendar, keeping your schedule up-to-date and organized. Save time and stay on top of your agenda with this seamless automation.

                              You can also create a Zap that does the opposite, adding new calendar events to Wrike as tasks. This workflow is a great way to make sure you always prep for important meetings, for example.

                              Create Wrike tasks for new Google Calendar events

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                                When you have new calendar events, you may need tasks to accompany them. This integration helps by automatically creating a task in Wrike with info from a new event in Google Calendar. It's never been so easy to generate tasks for your calendar events.

                                Create tasks in Wrike for new calendar events in Microsoft Outlook

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                                  Ensure a streamlined and efficient workflow by linking your Microsoft Outlook and Wrike apps. This integration creates a new task in Wrike whenever a new event is scheduled in Microsoft Outlook. Efficiently keep track of your tasks and save valuable time, giving you more room to focus on essential duties. This is an ideal solution for managing your time effectively and staying organized.

                                  Streamline your project management with Wrike and Zapier

                                  Managing individual tasks doesn't need to be a task in and of itself. By connecting Wrike to your other business critical apps with Zapier, you can make task management a breeze—and find more time for meaningful work.

                                  And this is just the start of what you can do with Wrike and Zapier. What will you automate first?

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                                  A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'