---
title: "Setting Up a Wrike Automation"
description: "Step-by-step guide to connecting your Wrike account to TurboDocx and creating an automation with trigger statuses and folder monitoring."
url: "https://docs.turbodocx.com/docs/Integrations/Wrike/setting-up-automation"
---

# Setting Up a Wrike Automation

> Step-by-step guide to connecting your Wrike account to TurboDocx and creating an automation with trigger statuses and folder monitoring.

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:

- A **Wrike API access token** (see [Get Your Wrike Access Token](#get-your-wrike-access-token) below)
- A **template** in TurboDocx ready for document generation (see [How to Create a Template](https://docs.turbodocx.com/docs/TurboDocx-Templating/How-to-Create-a-Template.md))
- The **Wrike folder permalink** for the folder you want to monitor

## 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](https://help.wrike.com/hc/en-us/articles/210409445-Wrike-API).

## Connect Wrike to TurboDocx

### Step 1: Open Wrike Integration Configuration

Click your account avatar at the bottom of the left sidebar, click **Settings**, then click **Features and integrations** in the Settings menu. Locate the **Wrike Integration** card and click the **Configure Wrike** button to open the configuration panel.

![Wrike Integration card with the Configure Wrike button highlighted](https://docs.turbodocx.com/img/wrike-integration/Step01-OpenWrikeConfig.png)

### Step 2: Enter Your Wrike API Key

:::tip Need an API key?
See [Wrike's API documentation](https://help.wrike.com/hc/en-us/articles/210409445-Wrike-API) for how to generate a permanent access token.
:::

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.

![Wrike Automations dialog with the Wrike API key field highlighted](https://docs.turbodocx.com/img/wrike-integration/Step02-FocusApiKeyInput.png)

### Step 3: Connect Your Wrike Account

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

![Wrike Automations dialog with the Connect Wrike button highlighted](https://docs.turbodocx.com/img/wrike-integration/Step03-ConnectWrike.png)

## 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](https://docs.turbodocx.com/img/wrike-integration/Step04-CreateFirstAutomation.png)

### 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](https://docs.turbodocx.com/img/wrike-integration/Step05-SelectTriggerStatus.png)

### 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](https://docs.turbodocx.com/img/wrike-integration/Step06-ChooseTriggerOption.png)

### Step 7: Enter the Wrike Folder Permalink

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.

:::tip 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](https://docs.turbodocx.com/img/wrike-integration/Step07-EnterFolderPermalink.png)

### Step 8: Verify the Folder Permalink

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

![Verify Folder Permalink](https://docs.turbodocx.com/img/wrike-integration/Step08-VerifyPermalink.png)

### 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](https://docs.turbodocx.com/img/wrike-integration/Step09-ClickNext.png)

## What's Next?

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

- **[How to Setup Document Generation Automation](https://docs.turbodocx.com/docs/Integrations/Wrike/document-generation-automation.md)** — automatically generate documents from a template when the trigger fires
- **[How to Setup E-Signature Automation](https://docs.turbodocx.com/docs/Integrations/Wrike/signature-automation.md)** — generate documents and send them for digital signature via TurboSign