Beyond-Bot.ai + Wrike

Wrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and resource management to boost team productivity

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Wrike.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Wrike.

Trigger Workflows

Start automated workflows in Wrike based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Wrike.

Bulk Modify Group Members

Adds or removes members for multiple wrike groups in a single request; all specified user ids must correspond to existing wrike users.

Create A Folder

Creates a new wrike subfolder within the specified `folderid`, optionally as a project if `customitemtypeid` is given; the folder is auto-shared with its creator.

Create A Group

Creates a new user group in wrike with a specified title, optionally setting members, parent group, avatar, and custom metadata.

Create Invitation

Invites a user to a wrike workspace by email, optionally with name, specifying either `usertypeid` or a combination of `role`/`external`; custom email subject/message available for paid accounts.

Create Task In Folder

Creates a new task in a specified wrike folder; if setting priority with `prioritybefore` or `priorityafter`, the referenced task must be in the same folder or project.

Delete Custom Field By Id

Permanently deletes a custom field by its id; this action is irreversible and requires a valid, existing custom field id.

Delete Folder

Permanently deletes the folder specified by `folderid` and all its contents (e.g., tasks, documents, subfolders) from the wrike workspace; this irreversible action is for when the folder is no longer needed and has no active tasks or dependencies that would block deletion.

Delete Group By Id

Permanently deletes a group by its `groupid`; this action is irreversible and does not affect user accounts that were members of the group.

Delete Invitation

Permanently deletes an existing invitation, specified by its unique `invitationid`; this action cannot be undone.

Delete Task

Permanently deletes a wrike task and all its associated data by its id; this action is irreversible and the task must exist.

Fetch All Tasks

Fetches tasks from a wrike account, allowing filtering by status, due date, and subfolder inclusion, with customizable response fields and pagination.

Get Account Information

Retrieves detailed wrike account information, where the response content is influenced by selected fields, account subscription, and user permissions.

Get All Custom Fields

Retrieves all custom field definitions (including id, name, type, and settings) from the wrike account; this returns the definitions themselves, not their specific values on wrike items, and is useful for obtaining custom field ids.

Get Contacts

Retrieves a list of wrike contacts (e.g., team members, clients, collaborators); response includes contact details but not their detailed task or project involvement.

Get Folders

Retrieves folders and/or projects from wrike, with filters; when using `nextpagetoken`, all other filter parameters must match the initial request.

Get Specific Contact Information

Retrieves detailed information for a specific wrike contact using their unique `contactid`, optionally including `metadata` and `customfields` if specified in the `fields` parameter.

Get Specific User

Retrieves detailed information about a specific user in wrike using their unique user id.

Get Task By Id

Retrieves read-only detailed information for a specific wrike task by its unique id, optionally allowing specification of fields to include in the response.

Launch Folder Blueprint Async

Asynchronously launches a new project or folder structure in wrike from a specified folder blueprint, typically returning a task id to track progress.

Launch Task Blueprint Async

Asynchronously launches a wrike task blueprint to create tasks/projects, requiring either `super task id` (parent task) or `parent id` (parent folder/project) for placement.

List Folder Blueprints

Retrieves all account-level folder blueprints, which are templates for standardizing folder/project creation with predefined structures, custom fields, and workflows.

List Space Folder Blueprints

Lists all folder blueprints (templates for new folders/projects) within a specified wrike space, requiring a valid and accessible space id.

List Space Task Blueprints

Lists task blueprints (templates for creating tasks with consistent structures) available in a specific, accessible wrike space.

List Subfolders By Folder Id

Lists subfolders (metadata only, not their contents) for an existing wrike folder specified by `folderid`, supporting recursive descent, filtering, and pagination.

List Task Blueprints

Retrieves a list of defined task blueprints (predefined task templates) from the wrike account, supporting pagination.

Update Account Metadata

Updates or adds custom key-value metadata to the wrike account, useful for integrations, storing app-specific data, or mapping external system identifiers.

Modify Folder Attributes

Modifies an existing wrike folder: updates title, description, parents (not root/recycle bin), sharing, metadata, custom fields/columns; restores, converts to project, or manages access roles.

Modify Group

Updates an existing wrike user group's attributes like title, members, parent, avatar, or metadata, using its `groupid` and specifying only the fields to change.

Modify Task

Modifies an existing wrike task by its id, allowing updates to attributes such as title, status, dates, assignees, and custom fields; `prioritybefore` and `priorityafter` are mutually exclusive, and parent folder ids for `addparents`/`removeparents` cannot be the recycle bin.

Retrieve Custom Field By Id

Retrieves a wrike custom field's detailed information (e.g., type, possible values for dropdowns), properties, and metadata; the `customfieldid` must correspond to an existing custom field.

Query Invitations

Retrieves all active invitations in wrike, useful for viewing and auditing pending invitations or managing user onboarding.

Get Group By Id

Retrieves detailed information for a specific wrike group using its `groupid`, optionally including 'metadata'.

Query Workflows

Fetches a list of all workflows with their detailed information from the wrike account; this is a read-only action and does not support pagination or filtering through its parameters.

Retrieve List Of Groups

Retrieves a list of user groups from the wrike account, supporting metadata filtering, pagination, and inclusion of specific fields; this is a read-only operation.

Update Custom Field By Id

Updates properties of an existing wrike custom field by its id, such as its title, type, scope, or sharing settings.

Update Invitation

Updates a pending wrike invitation (`invitationid`) to resend it or change user's role/type (use `usertypeid` over deprecated `role`/`external`).

Update Metadata On A Specific Contact

Updates metadata, job role, or custom fields for an existing wrike contact specified by `contactid`; if `jobroleid` is provided, it must be a valid id.

Update A Specific User

Updates specified profile attributes (e.g., account id, role, external status) for an existing wrike user; unspecified fields remain unchanged.