Wrike integration
Use Wrike in Zoft workflows, voice agents, chat agents and AI employees. Use Wrike from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 9 actions
- 3 triggers
- Starts with
New Task - ZoftAgent or workflow decides what happens next
- Then in WrikeCreate Task
- AndCreate Folder
Zoft + Wrike
What Zoft can do with Wrike.
- 01Voice agentsA phone agent can use Wrike actions such as Create Task and Create Folder during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Wrike while it talks to the customer.
- 03WorkflowsStart a workflow when “New Task” happens in Wrike, or use Wrike as any step on the canvas.
- 04AI employeesAn AI employee can find and use Wrike actions on its own, and ask for your approval before it sends or changes anything important.
Actions 9
Things Zoft can do in Wrike.
- Find TaskRetrieve a task by its ID or lookup fields
- Add CommentAdd a comment or internal note to a task or folder
- Create TaskCreate a new task in Wrike
- Find Folder / ProjectRetrieve folder / project metadata by ID or name
- Update TaskUpdate fields of an existing task in Wrike
- Create FolderCreate a new folder in Wrike
- Create ProjectCreate a new project in Wrike
- Custom API CallMake a custom API call to a specific endpoint
- Upload AttachmentUpload a file and attach it to a task or folder
Triggers 3
Events in Wrike that can start a workflow.
- New TaskFires when a new task is created in Wrike (optionally within a folder).
- New FolderFires when a new folder (or project) is created in Wrike.
- New Subtask CreatedTriggers when a subtask is created.
Setup
Connect Wrike in three steps.
- 01ConnectChoose Wrike in Connections and approve access in the Wrike sign-in window. Zoft never sees your password.
- 02Put it to workAdd Wrike as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Wrike on Zoft, answered.
What can Zoft do with Wrike?
Zoft supports 9 actions and 3 triggers for Wrike. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Wrike to Zoft?
Choose Wrike in Connections and approve access in the Wrike sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Wrike?
Yes. Once Wrike is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Wrike without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.