SharpSpring + Wrike
Create or update SharpSpring opportunities when new tasks are added in Wrike
Stay organized and proactive with this efficient workflow. When a new task is created in Wrike, it prompts the creation or updating of an opportunity in SharpSpring. This avoids duplication of effort and ensures your sales pipeline in SharpSpring always reflects the latest updates from your Wrike assignments, enhancing efficiency and productivity in managing tasks and potential sales opportunities.
Stay organized and proactive with this efficient workflow. When a new task is created in Wrike, it prompts the creation or updating of an opportunity in SharpSpring. This avoids duplication of effort and ensures your sales pipeline in SharpSpring always reflects the latest updates from your Wrike assignments, enhancing efficiency and productivity in managing tasks and potential sales opportunities.
- When this happens...New Task
Triggered when a new task is created.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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FolderRequired
Try ItFolderRequired
Task by Selection
Task by Name
Comment TextRequired
Parent FolderRequired
TitleRequired
Description
Start Date
End Date
Contract Type
Share With
Project Owners
Status
Budget
With Invitations?
Metadata
FolderRequired
Task by Selection
Task by Name
HoursRequired
Date
Comment
FolderRequired
Track SubfoldersRequired
Try ItParent FolderRequired
TitleRequired
Description
Description Format
Create Task
Create a new task.
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
