Wrike and Zoho Books との統合と自動化

Wrike and Zoho Booksを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

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Build powerful workflows, fast

Triggers

When this happens…

Wrike
  • New comment
    New comment in Wrike
  • New event Real-time
    New event in Wrike
  • New/updated folder
    New/updated folder in Wrike
  • New/updated folder Real-time
    New/updated folder in Wrike
  • New/updated project
    New/updated project in Wrike
  • New/updated project Real-time
    New/updated project in Wrike
  • New/updated task
    New/updated task in Wrike
  • New/updated task Real-time
    New/updated task in Wrike
  • New/updated timelog
    New/updated timelog in Wrike

    • Any other trigger you can think up

Zoho Books
  • New Customer Real-time
    New customer in Zoho Books
  • New Estimate Real-time
    New estimate in Zoho Books
  • New Expense Real-time
    New expense in Zoho Books
  • New Invoice Real-time
    New invoice in Zoho Books
  • New Item Real-time
    New item in Zoho Books
  • New Salesorder Real-time
    New salesorder in Zoho Books
  • New Vendor Real-time
    New vendor in Zoho Books

    • Any other trigger you can think up

Actions

Do this…

Wrike
  • Custom action
    Custom action in Wrike (Custom)
  • Cancel approval
    Cancel approval in Wrike
  • Copy folder
    Copy folder in Wrike
  • Copy project
    Copy project in Wrike
  • Create approval
    Create approval in Wrike
  • Create comment in folder
    Create comment in folder in Wrike
  • Create comment in task
    Create comment in task in Wrike
  • Create database
    Create a database in Wrike
  • Create field
    Create field in a database in Wrike
  • Create folder
    Create folder in Wrike
  • Create from blueprint
    Create folder or task from blueprint in Wrike
  • Create project
    Create project in Wrike
  • Create records
    Create records in a database in Wrike
  • Create task
    Create task in Wrike
  • Create timelog
    Create timelog record for task in Wrike
  • Create work from custom item type
    Create work in Wrike
  • Delete attachment
    Delete attachment in Wrike
  • Delete records
    Delete records in a database in Wrike
  • Download attachment
    Download attachment in Wrike
  • Get approval by ID
    Get approval by ID in Wrike
  • Get attachment metadata Batch
    Get attachment metadata in Wrike
  • Get attachment URL
    Get attachment URL in Wrike
  • Get folder by ID
    Get folder by ID in Wrike
  • Get record ID
    Get record ID in Wrike
  • Get task by ID
    Get task by ID in Wrike
  • List approvals Batch
    List approvals in Wrike
  • List attachments Batch
    List attachments in Wrike
  • List custom fields Batch
    List custom fields in Wrike
  • List users Batch
    List users in Wrike
  • List workflows and statuses Batch
    List workflows and statuses in Wrike
  • Update user
    Update user in Wrike
  • Search approvals Batch
    Search approvals in Wrike
  • Search folders Batch
    Search folders in Wrike
  • Search projects Batch
    Search projects in Wrike
  • Search tasks Batch
    Search task in Wrike
  • Search timelogs Batch
    Search timelogs in Wrike
  • Update approval
    Update approval in Wrike
  • Update attachment
    Update attachment in Wrike
  • Update folder
    Update folder in Wrike
  • Update project
    Update project in Wrike
  • Update records
    Update records in a database in Wrike
  • Update task
    Update task in Wrike
  • Update timelog
    Update timelog record for task in Wrike
  • Upload attachment
    Upload attachment in Wrike

    • Any other action you can think up

Zoho Books
  • Create Customer
    Creates a new customer in Zoho Books..
  • Create Estimate
    Creates a new estimate in Zoho Books..
  • Create Expense
    Creates a new expense in Zoho Books..
  • Create Invoice
    Creates a new invoice in Zoho Books..
  • Create Item
    Creates a new item in Zoho Books.
  • Create Salesorder
    Creates a new salesorder in Zoho Books..
  • Create Vendor
    Creates a new vendor in Zoho Books..
  • Delete Customer
    Delete the customer by ID.
  • Delete Estimate
    Delete the estimate by estimate ID.
  • Delete Expense
    Delete the expense by expense ID.
  • Delete Invoice
    Delete the invoice by ID.
  • Delete Item
    Delete the item by item ID.
  • Delete Sales Order
    Delete the sales order by ID.
  • Delete Vendor
    Delete the vendor by ID.
  • Get Customer
    Fetches the details of customer by ID.
  • Get Estimate
    Fetches the details of estimate by estimate ID.
  • Get Expense
    Fetches the details of expense by expense ID.
  • Get Invoice
    Fetches the details of invoice by ID.
  • Get Item
    Fetches the details of item by item ID.
  • Get Sales Order
    Fetches the details of sales order by ID.
  • Get Vendor
    Fetches the details of vendor by ID.
  • List Customers
    Fetches the list of customers in the specified organization.
  • List Estimates
    Fetches the list of estimates in the specified organization.
  • List Expenses
    Fetches the list of expenses in the specified organization.
  • List Invoices
    Fetches the list of invoices in the specified organization.
  • List Items
    Fetches the list of items in the specified organization.
  • List Organizations
    Fetches the list of organizations associated with the Zoho Books account.
  • List Sales Orders
    Fetches the list of sales orders in the specified organization.
  • List vendors
    Fetches the list of vendors in the specified organization.
  • Update Customer
    Updates the customer in Zoho Books..
  • Update Estimate
    Updates the estimate in Zoho Books..
  • Update Expense
    Updates the expense in Zoho Books..
  • Update Invoice
    Updates the invoice in Zoho Books..
  • Update Item
    Updates the item in Zoho Books.
  • Update Salesorder
    Updates the salesorder in Zoho Books..
  • Update Vendor
    Updates the vendor in Zoho Books..

    • Any other action you can think up

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