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Setting Up a Wrike Automation

This guide walks you through connecting your Wrike account to TurboDocx and creating an automation with a trigger status and monitored folder. Once complete, you'll configure the automation's action in a follow-up guide.

Prerequisites​

Before starting, make sure you have:


Get Your Wrike Access Token​

  1. Log into Wrike
  2. Go to Settings > Apps & Integrations > API
  3. Create a new permanent access token or use an existing one
  4. Copy the token — you'll paste it in the next section

For detailed instructions, see Wrike's official API documentation.


Connect Wrike to TurboDocx​

Step 1: Open Wrike Integration Configuration​

Navigate to the Integrations page within TurboDocx. Locate the Wrike Integration card and click the Configure Wrike button to open the configuration panel.

Open Wrike Integration Configuration

Step 2: Enter Your Wrike API Key​

In the Wrike Automations connection dialog, locate the Enter your Wrike API key text input field. Click inside the field and paste your Wrike API access token.

Enter Wrike API Key

Step 3: Connect Your Wrike Account​

Click the Connect Wrike button to validate your API key and establish the connection between Wrike and TurboDocx.

Connect Wrike Account


Create Your First Automation​

Step 4: Start Creating an Automation​

Click the + Create Your First Automation button in the Wrike Automations popup to begin setting up a new automation workflow.

Create First Automation

Step 5: Select a Trigger Status​

Click on the Select one or more statuses... input field inside the Trigger Status dropdown. Select one or more workflow statuses that should trigger the automation.

Select Trigger Status

Step 6: Choose the Specific Trigger Status​

In the Trigger Status dropdown list, click the status option you want to use as the trigger (e.g., Generate Document – Project Delivery).

Choose Trigger Status Option

Click on the Wrike Folder Permalink text box in the Folder Location section. Paste or type the Wrike folder URL that this automation should monitor.

Getting Your Folder Permalink

In Wrike, right-click on the folder or project you want to monitor and select Copy Link. The URL will look like: https://www.wrike.com/open.htm?id=1234567890

Enter Folder Permalink

Click the Verify Permalink button to validate that the provided Wrike folder URL is correct and accessible.

Verify Folder Permalink

Step 9: Proceed to the Next Step​

Click the Next button at the bottom-right corner of the setup modal to continue to action configuration.

Proceed to Next Step


What's Next?​

After completing the base automation setup above, choose which type of automation to configure: