Creating workflows for Wrike users

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You'll get visibility of your Wrike users by creating configurable workflows to automate tasks such as:

• • Retrieving detailed user and contact information, including the user’s role details, location, and status.
  • Updating Wrike users.

Contents

1. Before you start
2. Creating workflows
3. Create user workflows
4. Create SaaS user workflows

Before you start

Before you create workflows, you need to have added your Wrike credentials to Oomnitza. Follow the steps in Adding your Wrike credentials to Oomnitza and add your OAuth 2.0 credentials to Oomnitza.

We recommend that you also create the extended integration for Wrike users. You can use the information retrieved in these integrations to trigger workflows that can get users, contacts, and modify users.

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add and select Users from the Objects list.  
3. Drag and drop the API block onto the Sandbox.
4. Click Edit on the API block and enter Wrike in the search field. 
5. Select a preset:
   • Wrike Get Contact
   • Wrike Get User
   • Wrike Modify User
6. To choose a preset, click the forward arrow (>).
7. Select the credentials that you created in Adding your Wrike credentials to Oomnitza.
8. Configure the API Block following the preset instructions below, and save your changes.
9. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block. 
10. Connect the Blocks. 
11. Save, validate, and activate your workflow.

 Understanding Workflows

Using the Get Contact preset

The Get Contact preset enables you to get the contacts of a specified Wrike user, by User ID. You can configure the message payload by selecting Advanced Mode.

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Information tab. You will notice that the Wrike User ID is referenced in the property {{wrike_contact_id}}. You can map the User ID to this field by creating a user integration and following the mapping steps in Creating custom mappings, otherwise, you can enter the User ID. You can also update or add fields that will be used in the request payload.
3. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you should then map individual JSON values to custom fields, as per the example below. For information on creating custom fields, see Creating Custom Fields in Oomnitza.

For further information, refer to the Wrike API Documentation: Get Contact.

Using the Get User preset

The Get User preset enables you to get information about a Wrike user, by User ID. You can configure the message payload by following the steps in Using the Get Contact preset.

For further information, refer to the Wrike API Documentation: Get User.

Using the Modify User preset

The Modify User preset enables you to update a Wrike user, by User ID. You need to have admin permissions to use this preset.

When you select this preset you need to supply the following information:

• Account ID: The Wrike User Account ID.
• User/Collaborator: The User Role. Can either be {{User}}or {{Collaborator}}
• True/False: Relates to the {{external}}property returned in the Get User and Get Contact preset. Enter{{True}}to make the user external. Otherwise, enter {{False}}.

You can configure the message payload by selecting Advanced Mode.

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Body tab. The request body contains the values required to modify the user. 
3. Select the Response tab. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response.

For further information, refer to the Wrike API Documentation: Modify User.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

Create SaaS user workflows

You can create a Saas User workflow in Oomnitza using the Wrike User Role preset.  This preset supplies you with the Role of your SaaS users.

Prerequisites

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.

To create a Saas User workflow using the Wrike User Role preset, complete the following steps:

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter Wrike in the search field and choose the Wrike User Role preset.
8. Click the right arrow >.
9. Enter your Credentials.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Wrike  > Users if they are deactivated in your Wrike instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active Wrike users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for Wrike.
3. Click Users in the side pane.
4. The Role column will be populated with the user details to confirm that this user has been found in your Wrike SaaS.           

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.