Knowify + Wrike

Create tasks in Wrike from new service jobs in Knowify

Streamline your workflow with this integration. Whenever a new service job is initiated in Knowify, a corresponding task will be created in Wrike. This process ensures that all tasks related to your service job are organized and trackable, reducing the potential for missed steps or details. Experience a smoother, more efficient workflow by connecting Knowify and Wrike.

When this happens...
New Service Job
Triggers when a new service job has been added.
TriggerPolling
automatically do this!
Create Task
Create a new task.
ActionWrite

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Supported triggers and actions

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
Try It
New Bill
Triggers when a new bill has been added.
Trigger
Polling
Try It
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Trigger
Polling
Try It

New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Trigger
Polling
Try It

Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
Try It
New Product
Triggers when a new trigger has been added.
Trigger
Polling
Try It
Job Closed
Triggers when a contract job has been closed
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- Service Asset NameRequired
- Client NameRequired
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
Action
Write
- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
Action
Write
- IdRequired
- NameRequired
- Business StateRequired
- Start Date
- Finish Date
- Work Order
Action
Write
- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Client IdRequired
Action
Search
- NameRequired
Action
Search
- Project IdRequired
Action
Search
- DescriptionRequired
Action
Search
- User IdRequired
Action
Search
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
- Task by Selection
- Task by Name
- Comment TextRequired
Action
Write
- Parent FolderRequired
- TitleRequired
- Description
- Start Date
- End Date
- Contract Type
- Share With
- Project Owners
- Status
- Budget
- With Invitations?
- Metadata
Action
Write
- FolderRequired
- Task by Selection
- Task by Name
- HoursRequired
- Date
- Comment
Action
Write

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
Try It
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
Try It
Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
Try It
Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
Try It
Updated Purchase
Triggers when a purchase has been updated.
Trigger
Polling
Try It
New Task
Triggers when a new task has been added.
Trigger
Polling
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
Time Entry Approved
Triggers when a time entry has been approved
Trigger
Polling
Try It
- Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Vendor NameRequired
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- Client NameRequired
Action
Search
- Phase NameRequired
- Project Name
Action
Search
- Job NameRequired
Action
Search
- DescriptionRequired
Action
Search
- NameRequired
Action
Search
- Vendor IdRequired
Action
Search
- FolderRequired
- Track SubfoldersRequired
Trigger
Polling
Try It
- Parent FolderRequired
- TitleRequired
- Description
- Description Format
Action
Write
Create Task
Create a new task.
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Knowify

Knowify is a job costing and project management platform for contractors.

Learn more

Related categories

Project Management

About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

Related categories

Project Management

Knowify + Wrike

Create tasks in Wrike from new service jobs in Knowify

New AIA Invoice

New Bill

Bill Sent for Approval

New Client

Contract Job Marked as Rejected

New Invoice

Item Marked Received

Phase Scheduled

New Product

Job Closed

New Purchase

Submittal Approved

Task Marked Complete

Service Job Marked Complete

New Vendor

Create Client

Create Contract Job

Create Service Asset

Create Service Job

Update Phase

Update Task

Get Client by Id

Find Product

Get Job by Id

Find Task

Get User by Id

New Folder

Create Comment

Create Project

Create Time Entry

New Allocation

New Bill Payment

Change Order Made Active

Contract Job Made Active

Contract Out for Signature

New Invoice Payment

New Payment

Phase Status Changed

New Contract Job

Job Reopened

Updated Purchase

New Task

New Service Job

Time Entry Approved

Create Active Contract Job

Create Product

Add Remote Document

Create Task

Create Vendor

Update Product

Find Client

Find Phase

Find Job

Find Resource

Find User

Get Vendor by Id

New Task

Create Folder

Create Task

API Request (Beta)

About Knowify

Related categories

About Wrike

Related categories

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