31.05.2024
414

Webflow and Wrike Integration: Automatic Creation of Tasks

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~10 min

Webflow is a comprehensive website creation tool with built-in eCommerce functionality that makes it easy to deploy an online store directly on its platform. Wrike is an enterprise tool for online collaboration, project planning, and management. Using these services will become much faster and more efficient if you automate data transfer between them. This can be achieved using systems integration via the ApiX-Drive online connector. In our article, you will find information on how to set up Webflow and Wrike integration using it to automate the transfer of new data from the website builder to the task management system.

Content:
1. How to Set up Webflow and Wrike Integration
2. Setting up the Data Source – Webflow
3. Setting up the Data Receiver – Wrike
4. Setting up Auto-update
5. What is the Result
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Automating your data migration eliminates one of the most time-consuming processes. This will not only save your team time and effort, but will also minimize the likelihood of human errors. Instantly transferring lead data from Webflow form to your task management system will help increase your efficiency and improve the overall productivity of both the individual department and the company as a whole.

You can immediately evaluate the effectiveness of Wrike and Webflow integration configured using our codeless ApiX-Drive connector. Contact information of clients or orders will be automatically transferred to the task manager and issued there in the form of new tasks. This will free you from the need to manually enter data about each client or order, which, in turn, will optimize workflows and improve customer service. Plus, this automation will give you an advantage over competitors who do not already use automation.

Webflow and Wrike integration | Result of connecting

How to Set up Webflow and Wrike Integration

To set up Webflow + Wrike integration, you don't have to delve into programming or understand the API details. No external assistance will be needed. Both systems can be easily and quickly connected through ApiX-Drive. Its intuitive interface and simple operation allow you to set up in just 10 minutes. By utilizing our supporting materials in the form of detailed text and video instructions, you will configure and launch the integration without any errors.

So, let's get started. Take the first step – register on the website apix-drive.com. Ready? Fantastic! Now you can begin the Wrike + Webflow integration.

Setting up the Data Source – Webflow

To set up the Webflow integration with Wrike, create a new connection. Click on the green button.

Webflow and Wrike integration | Сreate a new connection


Select the data source system – Webflow. Click “Continue”.

Webflow and Wrike integration | Select the data source system – Webflow


Choose the action "Get Form DATA (new)".

Webflow and Wrike integration | Choose the action "Get Form DATA (new)"


Connect your Webflow account to ApiX-Drive. Click on the blue button.

Webflow and Wrike integration | Connect your Webflow account to ApiX-Drive


Specify the login and password of your Webflow personal account. Click “Log in”.

Webflow and Wrike integration | Specify the login and password of your Webflow account


Provide ApiX-Drive access to your workspace Webflow. Click “Authorize App”.

Webflow and Wrike integration | Provide ApiX-Drive access to your workspace Webflow


When the connected login appears in the list of active accounts, select it and click “Continue”.

Webflow and Wrike integration | Select the connected login


Select the website from which we will receive new leads. Click “Edit and continue”.

Webflow and Wrike integration | Select the website from which we will receive new leads


You can set up a data filter, but in this case, there is no need for this. So click “Continue”.

Webflow and Wrike integration | Click “Continue”


You will see data for one of your Webflow leads. If there is no data, fill out a form on the Webflow website.

Webflow and Wrike integration | There should be data here for one of your Webflow leads
Webflow and Wrike integration | Fill out a form on the Webflow website


When the form on the site is completed, return to ApiX-Drive and continue configuration. Click “Load test data from Webflow”.

Webflow and Wrike integration | Return to ApiX-Drive and continue configuration


When the Webflow lead is displayed, click “Continue”.

Webflow and Wrike integration | Click “Continue”


At this point, setting up the Webflow data source has been successfully completed.

Setting up the Data Receiver – Wrike

To set up the Wrike integration with Webflow, click on the green button.

Webflow and Wrike integration | Click on the green button


Choose the Wrike system. Click “Continue”.

Webflow and Wrike integration | Choose the Wrike system


Select an action "Create TASK". Click “Continue”.

Webflow and Wrike integration | Select an action "Create TASK"


Connect your Wrike account to ApiX-Drive. For this, click on the blue button.

Webflow and Wrike integration | Connect your Wrike account to ApiX-Drive


Specify the login of your Wrike personal account. Click “Next”.

Webflow and Wrike integration | Specify the login of your Wrike account


Specify the password of your Wrike personal account. Click “Log in”.

Webflow and Wrike integration | Specify the password of your Wrike account


When the connected login appears in the list of active accounts, select it and click “Continue”.

Webflow and Wrike integration | Select the connected login


Select a parent folder and task type.

Webflow and Wrike integration | Select a parent folder and task type


Select importance.

Webflow and Wrike integration | Select importance


You see Wrike fields for creating new tasks. You can assign variables from Webflow to these fields. To do this, click in the field and select a variable from the drop-down list.

Webflow and Wrike integration | Select variables from the drop-down list


Note that you can also enter text manually.

Webflow and Wrike integration | You can also enter text manually


When all required fields are filled in, click “Edit and continue”.

Webflow and Wrike integration | Click “Edit and continue”


You see an example of the data that will be sent to Wrike in the form of new tasks for each new lead from Webflow. If you are not satisfied with something, click “Edit”, and you will go back a step. To check the correctness of the settings, click “Send test data to Wrike”.

Webflow and Wrike integration | Click “Edit” or “Send test data to Wrike”


After successful submission, go to Wrike and check the result.

Webflow and Wrike integration | Go to Wrike and check the result


If you are satisfied with everything, return to ApiX-Drive and click “Continue”.

Webflow and Wrike integration | Return to ApiX-Drive and click “Continue”


This completes the setup of Wrike as a data receiver.

Setting up Auto-update

In order for data transfer to occur automatically, configure auto-update. Click on the green button “Enable update”.

Webflow and Wrike integration | Click on the green button “Enable update”


Click on the gear button.

Webflow and Wrike integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. In addition, here you can change the name of the connection and assign it to the required group.

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Click “Continue”.

Webflow and Wrike integration | Select the interval for the operation of the connection


That's all. Integration was completed. You have done it!

What is the Result

Having successfully completed the setup of the Webflow & Wrike integration according to our step-by-step guide and activated auto-update, you have established a connection between both systems. Now, it will work continuously and without interruption. Most likely, you have already confirmed this by testing it and observing the automatic data transfer. The Wrike & Webflow integration will completely relieve you from the task of manually transferring data. By automating this process with ApiX-Drive, you will be able to concentrate on enhancing customer service, mastering new marketing strategies, and other crucial aspects of expanding your business.

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