Integrate Salesflare with Wrike

Send information between Salesflare and Wrike automatically, without writing any code, using Zoho Flow.

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Set up tasks in Wrike when new tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Wrike every time a new task is added in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
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Set up tasks in Wrike when new tasks are initiated in Salesflare

Salesflare + Wrike

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Supported triggers and actions

Integrate Salesflare and Wrike using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Comment added for task

Triggers when a new comment is added for a task

Folder or project created

Triggers when a new folder or project is created

Task status updated

Triggers when the status of a task is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Task event occurred

Triggers when an event has occurred in a task

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Create call

Creates a new call

Create contact

Creates a new contact

Create task

Creates a new task

Add contact to account

Adds an existing contact to the selected account

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch person

Fetches a person by ID, name, or email

Fetch user

Fetches a user by ID, name, or email

Create project

Creates a new project under the selected folder

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Add comment to task

Adds a comment to the specified task

Add comment to folder or project

Adds a comment to the selected folder or project

Create time log entry

Creates a new time log entry for the specified task

Fetch user

Fetches the details of an existing user

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

What is Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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