Pipefy Card to Wrike Task

This automation template bridges the gap between Pipefy and Wrike, automatically creating tasks in Wrike whenever new cards are added in Pipefy. This ensures that your project management stays streamlined and that no information is missed.

1. When a new card is added to Pipefy, the automation is triggered.
2. The automation receives the information from the new Pipefy card.
3. A corresponding task is instantly created in Wrike using the information from the Pipefy card.
4. You can now manage the newly created Wrike task, ensuring all project information is actionable and accessible.

To successfully use this automation template, you'll need a few things set up beforehand. This will ensure the template can connect your Pipefy cards to Wrike tasks.

• An active Pipefy account with existing pipelines.
• An active Wrike account.

Implementing this automation offers significant advantages for your team. By automatically creating Wrike tasks from Pipefy cards, you'll experience considerable time savings, eliminating the need for manual task creation. This also drastically reduces the potential for human error, ensuring that no important information slips through the cracks. Furthermore, this automated integration fosters improved team collaboration by keeping everyone aligned and informed in real-time, leading to smoother project workflows.

How does this automation work?

This automation monitors your Pipefy boards for new cards. When a new card is added, the automation automatically creates a corresponding task in Wrike. This ensures that every new item in Pipefy is immediately translated into a manageable task within Wrike, streamlining your project workflow.

What happens if I already have a task in Wrike related to a Pipefy card?

This automation creates a new task in Wrike for every new card in Pipefy. It does not check for existing tasks. You may need to manage potential duplicates manually or modify the automation for more advanced matching logic.