Search

Wrike and Moxo

Moxo’s automation with Wrike enhances project management by automatically creating tasks in Wrike that integrate process data from Moxo. The automation eliminates manual task creation, ensures real-time updates, and keeps teams aligned across platforms.

 

Adding a Wrike Automation to a Flow Template or Instant Flow

  1. In the Flow Builder, locate the step after which the automation should be added.
  2. Drag and drop Automation from the left-hand panel under Control, or click the ‘+’ button between steps and select Automation.

 

Adding a Wrike Automation to a Live Flow

  1. Navigate to the desired Flow Workspace.
  2. Click the ‘…’ ellipsis icon.


     
  3. Select + Add New Action from the dropdown menu.
  4. Scroll down and choose Automation under Control.


     
  5. Locate the step after which the automation is required and click + Add Here.

 

Configuring the Wrike Automation

In the automation interface, choose Wrike from the available systems.

 

 

Step 1: Set Up App and Event

  1. Select Wrike as the application.
  2. Choose the event: Create Task.

 

Step 2: Account Setup


 

  1. Click Connect to connect a new account or click Choose to select a Wrike account already connected to Moxo.
  2. If you want to link another account, click + Connect a New Account.
  3. You’ll be redirected to Wrike’s authorization page. Click Accept to allow Moxo access.
  4. Once authorized, your Wrike account will be connected. Click Next to proceed.

 

Step 3: Add Input Details


 

  1. Fill in the following fields for the task creation:
    • Folder / Project: Select a pre-existing folder or project where the task will be created.
    • Task Title*: Enter the title of the task (required).
    • Description: Add details or instructions for the task.
    • Assignees: Select one or more team members in Wrike to assign the task to. 
    • Due Date: Pick a deadline from the calendar.
  2. Once all details are filled in, click Next, review the configuration, and then Add Automation to save.

 

Managing Automations and Events 

In a Flow Template:

  1. Hover over the automation step you want to edit.
  2. Click the Edit icon.


     
  3. Modify settings such as the app, event, account, or input fields.
  4. Click Save Changes.
  5. To remove the automation, click the Delete icon.

 

In a Live Flow:

  1. Go to any desired live flow workspace.
  2. Click on the '...' ellipsis icon next to the workspace name and select Automations & Events. 
  3. Go to the upcoming automations and events.


     
  4. Click on the '...' ellipsis icon next to the desired automation.
  5. Click on Edit Automation or Delete Automation based on the requirement.

Automations can only be edited in saved Flows and Action Templates or in live Flows where the automation hasn’t yet triggered. Once completed, the automation cannot be reopened or modified.
 

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the '...' ellipsis icon next to the workspace name and select Automations & Events. 

Here, you can view all upcoming and completed automations and events.



 


Mapping the Trigger in the Third-Party Application

To confirm a Wrike automation executed successfully:

  1. Go to your Wrike workspace.
  2. Based on the input provided within the Flow, an event will be triggered in the relevant section.
  3. Navigate to the selected folder or project.
  4. The new task will appear with the details you configured (title, description, assignees, and due date).



     

Best Practices

  1. Set up folders and projects first: Automations can only create tasks in existing structures.
  2. Add assignees in advance: Ensure team members exist in Wrike before assigning tasks.
  3. Use DDR smartly: Populate titles, descriptions, and due dates dynamically from Moxo data.
  4. Keep task titles clear: Establish a simple naming convention for easy tracking.
  5. Review automations regularly: Update or remove any that point to archived or outdated projects.