Integrate LionDesk with Wrike

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

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Create a new task in Wrike each time a new task is created in LionDesk

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Wrike every time a new task is added in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
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Create a new task in Wrike each time a new task is created in LionDesk

LionDesk + Wrike

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Supported triggers and actions

Integrate LionDesk 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 event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

Folder or project created

Triggers when a new folder or project is created

Task event occurred

Triggers when an event has occurred in a task

Task created

Triggers when a new task is created

Folder or project event occurred

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

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

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

Task status updated

Triggers when the status of a task is updated

Comment added for task

Triggers when a new comment is added for a task

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Fetch user

Fetches the details of an existing user

Add comment to folder or project

Adds a comment to the selected folder or project

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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