How to Connect Webhooks with Wrike
The integration will allow you to get data from Webhooks and transfer them to Wrike to create new tasks. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually create tasks.
Let's go through the entire Webhooks with Wrike setup steps together!
Navigation:
1. What will integration Webhooks with Wrike do?
2. How to connect your Webhooks account?
3. How to connect your Wrike account to?
4. How to setup data transfer to Wrike in the selected action?
5. An example of the data that will be sent to your Wrike.
6. Auto-update.
To start setup click "Create Connection".
Select a system as the Data Source. In this case, you must specify Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transmitted. In this case, you must specify Wrike.
The next step is to select the Webhooks account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".
If desired, you can change its name or simply click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.
For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.
You can do the same on any other system that supports Webhooks.
Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.
Click on three dots and select "Webhooks".
In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.
If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.
The next step is to select the Wrike account to which the data will be sent.
If there are no accounts connected to the SaveMyLeads system, click "Connect account".
Specify your Login and Password for your Wrike personal account and provide permission to work with this account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
First you need to choose Parent folder and Task type, to which SaveMyLeads will send data.
Select the required Webhooks data, click on the parameter and it will be assigned to the selected Wrike field.
Note that you can pass not only variables from the source, but also combine them with system data such as date, time, month, year, and day, if necessary.
Now
see the test data that will be send to Wrike.
Click "Send test data to Wrike" and go to the Wrike to check the result.
If something does not suit you - click "Back" and go back one step.
If everything suits you, click "Finish setup" to continue the setup.
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between Webhooks with Wrike! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!