This automation scenario allows you to connect True Reply and Wrike
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in True Reply
Triggers when a user completes an engagement with your voice app.
Then this action happens in Wrike
Create a new task.
This guide contains information on how to set up an automatic workflow that allows to Generate Wrike tasks from new True Reply engagements.
Part I
First, we need to connect True Reply and Wrike to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect True Reply to Zapier.
Give Zapier access to your True Reply account, using True Reply credentials.
Connect Wrike to Zapier.
Give Zapier access to your Wrike account, using Wrike credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for True Reply
Choose the following trigger: New Engagement (Triggers when a user completes an engagement with your voice app.).
Then set up an Action for Wrike
Choose this action: Create Task (Create a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between True Reply and Wrike.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Generate Wrike tasks from new True Reply engagements!
Triggered when a new task is created.
Triggers when a task is created or modified.
Triggered when a new folder is created.
Triggers immediately when a new event is fired.
Account folders.
Contact.
Triggers when a user completes an engagement with your voice app.
Provides a list of current voice apps published via True Reply
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