Copilot + Wrike Integration

Integrate Copilot to Wrike in one click, or tell Integrately AI how you want each task handled. Create tasks, update statuses, assign resources, and notify your team automatically.

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1.
  • Copilot
    Payment is succeed in Copilot Instant
  • Copilot
    Client is created in Copilot Instant
  • Copilot
    Client is updated in Copilot Instant
  • Copilot
    Client is deleted in Copilot Instant
  • Copilot
    Client is activated in Copilot Instant
  • Copilot
    Client custom Field is updated in Copilot Instant
  • Copilot
    Company is created in Copilot Instant
  • Copilot
    Company is updated in Copilot Instant
  • Copilot
    Company is deleted in Copilot Instant
  • Copilot
    Contract is requested in Copilot Instant
  • Copilot
    Contract is signed in Copilot Instant
  • Copilot
    File is created in Copilot Instant
  • Copilot
    File is updated in Copilot Instant
  • Copilot
    File is deleted in Copilot Instant
  • Copilot
    Folder is created in Copilot Instant
  • Copilot
    Folder is updated in Copilot Instant
  • Copilot
    Folder is deleted in Copilot Instant
  • Copilot
    Form response is completed in Copilot Instant
  • Copilot
    Internal user is created in Copilot Instant
  • Copilot
    Internal user is deleted in Copilot Instant
  • Copilot
    Invoice is created in Copilot Instant
  • Copilot
    Invoice is updated in Copilot Instant
  • Copilot
    Invoice is deleted in Copilot Instant
  • Copilot
    Invoice is sent in Copilot Instant
  • Copilot
    Invoice is paid in Copilot Instant
  • Copilot
    Invoice is voided in Copilot Instant
  • Copilot
    Message channel is created in Copilot Instant
  • Copilot
    Message is sent in Copilot Instant
  • Copilot
    Note is created in Copilot Instant
  • Copilot
    Note is updated in Copilot Instant
  • Copilot
    Note is deleted in Copilot Instant
  • Copilot
    Notification is created in Copilot Instant
  • Copilot
    Price is created in Copilot Instant
  • Copilot
    Product is created in Copilot Instant
  • Copilot
    Product is updated in Copilot Instant
  • Copilot
    Task is created in Copilot Instant
  • Copilot
    Task is updated in Copilot Instant
  • Copilot
    Task is archived in Copilot Instant
  • Copilot
    Task is deleted in Copilot Instant
  • Copilot
    Task is completed in Copilot Instant
  • Copilot
    Payment is failed in Copilot Instant
  • Copilot
    Link is created in Copilot Instant
  • Copilot
    Link is updated in Copilot Instant
  • Copilot
    Link is deleted in Copilot Instant
  • Copilot
    Subscription is created in Copilot Instant
  • Copilot
    Subscription is canceled in Copilot Instant
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
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2.
  • Copilot
    Delete company in Copilot
  • Copilot
    Create message in Copilot
  • Copilot
    Create message channel in Copilot
  • Copilot
    Request form responses from client in Copilot
  • Copilot
    Create file channel in Copilot
  • Copilot
    Create link in Copilot
  • Copilot
    Create folder in Copilot
  • Copilot
    Create task in Copilot
  • Copilot
    Create note in Copilot
  • Copilot
    Create contract in Copilot
  • Copilot
    Create invoice in Copilot
  • Copilot
    Update company in Copilot
  • Copilot
    Search company in Copilot
  • Copilot
    Create company in Copilot
  • Copilot
    Delete client in Copilot
  • Copilot
    Update client in Copilot
  • Copilot
    Search client in Copilot
  • Copilot
    Create client in Copilot
  • Copilot
    Create subscription in Copilot
  • Copilot
    Create file in Copilot
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Copilot + Wrike Integration

Create projects, organise tasks, track updates, manage resource assignments, and keep workflows aligned, all in just one click.

Most popular automationmost-popular-automations
Wrike + Copilot Integration

Create Copilot task for new Wrike task

There is variety of project management softwares available on the market, each with its own advantages and disadvantages. As a result, many businesses find it useful to use two different project management software to get the best results.

For example, one software might be better for tracking tasks and deadlines, while another might be better for managing finances. By using both software, businesses can ensure that all aspects of their projects are being effectively managed. But of course, using two different project management software can also be challenging, as it requires careful coordination between the two systems.

This is where Wrike - Copilot integration come to your rescue. It automatically creates a new task in Copilot whenever a new task is created in Wrike. This way, you can be sure that all your tasks are being tracked and managed effectively, without having to waste time manually transferring data between the two systems.
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Copilot + Wrike Integration

Create Wrike task for new Copilot task

There is variety of project management softwares available on the market, each with its own advantages and disadvantages. As a result, many businesses find it useful to use two different project management software to get the best results.

For example, one software might be better for tracking tasks and deadlines, while another might be better for managing finances. By using both software, businesses can ensure that all aspects of their projects are being effectively managed. But of course, using two different project management software can also be challenging, as it requires careful coordination between the two systems.

This is where Copilot - Wrike integration come to your rescue. It automatically creates a new task in Wrike whenever a new task is created in Copilot. This way, you can be sure that all your tasks are being tracked and managed effectively, without having to waste time manually transferring data between the two systems.
See more
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Connect more apps to your Copilot + Wrike flow

Sync your projects with messaging, file storage, and CRM tools to keep every team member aligned. Pick a combination and activate it in one click.

Copilot
Wrike
+
SlackSlack (6)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
Jira Software CloudJira Software Cloud (4)
+
ZoomZoom (4)
+
HubSpotHubSpot (4)
C
W
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Create a Wrike task for every new Copilot task, and notify your team instantly on Slack
New Copilot tasks appear in Wrike within seconds and your team hears about it in Slack, so nobody misses a project update.
W
C
S
When a Wrike task status changes, update the client record in Copilot and notify your team on Slack
Wrike status updates instantly modify Copilot client records and notify your channel on Slack, keeping everyone informed.
W
C
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When a new Wrike folder is created, create a matching folder in Copilot and alert your team in Slack
New Wrike folders populate in Copilot automatically while Slack announces the folder creation to your staff.
C
W
S
Add a comment in Wrike whenever a new comment is posted in Copilot, and notify your team on Slack
Copilot messages flow directly into Wrike comments with Slack keeping your operations channel in the loop.
C
C
W
S
Use ChatGPT to summarise every new Copilot task, create a Wrike task, and post the brief in Slack
ChatGPT summarises incoming Copilot tasks before Wrike logs them and Slack shares the generated brief.
W
C
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When a Wrike task attachment is added, save it to Copilot and notify your support channel in Slack
Wrike attachments sync straight to Copilot files while Slack alerts your team of the new document.

Supported triggers and actions for Copilot and Wrike

Mix and match to build the exact automation you need

Copilot
Copilot Triggers & Actions
Instant
Payment is succeed in Copilot
Triggers the automation when a payment is successful
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Instant
Client is created in Copilot
Triggers the automation when a new client is created
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Instant
Client is updated in Copilot
Triggers the automation when a client details are updated
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Instant
Client is deleted in Copilot
Triggers the automation when a client is deleted
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Instant
Client is activated in Copilot
Triggers the automation when a client is activated
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Instant
Client custom Field is updated in Copilot
Triggers the automation when a custom field for a client is updated
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Instant
Company is created in Copilot
Triggers the automation when a new company is created
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Instant
Company is updated in Copilot
Triggers the automation when a company details are updated
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Instant
Company is deleted in Copilot
Triggers the automation when a company is deleted
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Instant
Contract is requested in Copilot
Triggers the automation when a contract is requested
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Instant
Contract is signed in Copilot
Triggers the automation when a contract is signed
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Instant
File is created in Copilot
Triggers the automation when a new file is created
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Instant
File is updated in Copilot
Triggers the automation when a file is updated
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Instant
File is deleted in Copilot
Triggers the automation when a file is deleted
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Instant
Folder is created in Copilot
Triggers the automation when a new folder is created
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Instant
Folder is updated in Copilot
Triggers the automation when a folder is updated
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Instant
Folder is deleted in Copilot
Triggers the automation when a folder is deleted
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Instant
Form response is completed in Copilot
Triggers the automation when a form response is completed
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Instant
Internal user is created in Copilot
Triggers the automation when a new internal user is created
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Instant
Internal user is deleted in Copilot
Triggers the automation when an internal user is deleted
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Instant
Invoice is created in Copilot
Triggers the automation when an invoice is created
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Instant
Invoice is updated in Copilot
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Copilot
Triggers the automation when an invoice is deleted
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Instant
Invoice is sent in Copilot
Triggers the automation when an invoice is sent
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Instant
Invoice is paid in Copilot
Triggers the automation when an invoice is paid
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Instant
Invoice is voided in Copilot
Triggers the automation when an invoice is voided
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Instant
Message channel is created in Copilot
Triggers the automation when a new message channel is created
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Instant
Message is sent in Copilot
Triggers the automation when a message is sent
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Instant
Note is created in Copilot
Triggers the automation when a note is created
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Instant
Note is updated in Copilot
Triggers the automation when a note is updated
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Instant
Note is deleted in Copilot
Triggers the automation when a note is deleted
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Instant
Notification is created in Copilot
Triggers the automation when a notification is created
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Instant
Price is created in Copilot
Triggers the automation when a price is created
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Instant
Product is created in Copilot
Triggers the automation when a product is created
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Instant
Product is updated in Copilot
Triggers the automation when a product is updated
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Instant
Task is created in Copilot
Triggers the automation when a task is created
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Instant
Task is updated in Copilot
Triggers the automation when a task is updated
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Instant
Task is archived in Copilot
Triggers the automation when a task is archived
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Instant
Task is deleted in Copilot
Triggers the automation when a task is deleted
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Instant
Task is completed in Copilot
Triggers the automation when a task is completed
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Instant
Payment is failed in Copilot
Triggers the automation when a payment fails
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Instant
Link is created in Copilot
Triggers the automation when a new link is created
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Instant
Link is updated in Copilot
Triggers the automation when a link is updated
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Instant
Link is deleted in Copilot
Triggers the automation when a link is deleted
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Instant
Subscription is created in Copilot
Triggers the automation when a subscription is created
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Instant
Subscription is canceled in Copilot
Triggers the automation when a subscription is canceled
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Delete company in Copilot
Deletes a company
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Create message in Copilot
Creates a new message
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Create message channel in Copilot
Creates a new message channel
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Request form responses from client in Copilot
Requests form responses from a client
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Create file channel in Copilot
Creates a new file channel
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Create link in Copilot
Creates a new link
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Create folder in Copilot
Creates a new folder
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Create task in Copilot
Creates a new task
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Create note in Copilot
Creates a new note
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Create contract in Copilot
Creates a new contract
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Create invoice in Copilot
Creates a new invoice
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Update company in Copilot
Updates company details
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Search company in Copilot
Searches for a company
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Create company in Copilot
Creates a new company
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Delete client in Copilot
Deletes a client
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Update client in Copilot
Updates client details
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Search client in Copilot
Searches for a client
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Create client in Copilot
Creates a new client
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Create subscription in Copilot
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Create file in Copilot
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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
Try it →
Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Copilot + Wrike?

Streamline your client portal and project management workflows by connecting Copilot and Wrike for automated execution.

What you can automate?
Create Wrike tasks from Copilot automatically
Send every new task or request submitted in Copilot straight into Wrike as an active project item without lifting a finger.
📂
Capture every submitted client folder and file
Map all available files, folders, and attachments from Copilot into your Wrike project workspace instead of transferring documents by hand.
🔔
Alert your team the moment tasks arrive
Notify staff members in real time whenever a client creates a task or updates a project requirement in Copilot.
🔀
Route tasks based on submitted custom fields
Direct high-priority client requests to specific Wrike project boards based on category or custom field values.
🔄
Keep project statuses synchronized across apps
Update Copilot client records automatically whenever project tasks change status in Wrike.
🔍
Search and update existing client records
Locate existing client profiles in Copilot and update their information when project milestones are reached in Wrike.
💳
Automate workflows after paid invoices
Trigger onboarding project creation in Wrike the moment a client invoice is successfully paid in Copilot.
💬
Extend your workflow to team messaging tools
Connect Slack to your Copilot and Wrike automation to announce project updates and task assignments instantly.
And much more...

Who is Copilot + Wrike integration for?

Project managers, client success teams, and operations leads use this integration to eliminate manual data entry, streamline task handoffs, and keep project tracking accurate.

Operations directors
Operations directors
Project managers
Project managers
Client success leads
Client success leads
Agency owners
Agency owners
Team coordinators
Team coordinators
Quality assurance leads
Quality assurance leads
📈
Operations directors
You review project throughput and client portal metrics to guide business strategy, but your reports rely on manual data consolidation that leaves numbers outdated — automating both apps means every task and update syncs instantly and your dashboards stay current.
Project managers
You need to assign resources and track task statuses the moment clients submit requests, but delays in manual data transfer mean you find out too late — with this integration, every new Copilot task populates Wrike instantly so your team can act fast.
🤝
Client success leads
You answer to key accounts and stakeholders who expect immediate progress visibility across their portals, but tracking work manually creates gaps — this integration means every status change reflects automatically and client stakeholders stay fully informed.
🏢
Agency owners
You manage high volumes of client requests and active deliverables across multiple portals, but manual copy-pasting overwhelms your staff — automating both apps means your workflow runs smoothly without adding administrative headcount.
🔄
Team coordinators
You depend on sales and client portals to hand off accurate project briefs before execution can begin, but missing details cause costly bottlenecks — connecting these apps means every submitted field and file transfers seamlessly into your task board.
📋
Quality assurance leads
You rely on complete audit trails and historical records to review project delivery timelines, but manual logging often leaves missing gaps — with this integration, every task event and status change is recorded reliably.
Our team

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Why choose Integrately to automate Copilot + Wrike

Build and manage your Copilot + Wrike automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Copilot + Wrike with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Copilot to Wrike?
Frequently Asked Questions
You can connect Copilot to Wrike in 1 click using ready automation templates on Integrately, or use Integrately AI to build custom workflows linking Slack, Google Drive, and 1,500+ other apps.
Can I automatically create Wrike tasks from new Copilot tasks?
Frequently Asked Questions
Can I connect Copilot, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copilot and Wrike?
Frequently Asked Questions
How do Copilot tasks trigger Wrike updates?
Frequently Asked Questions
Can Wrike task status changes update Copilot records?
Frequently Asked Questions
Do I need coding skills to automate Copilot and Wrike?
Frequently Asked Questions
Is the Copilot and Wrike integration free?
Frequently Asked Questions
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You Can Also Connect Copilot or Wrike With 1500+ Other Apps

Copilot
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Wrike
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Sync Wrike with reporting, file storage, and development tools to keep project execution connected across your stack.
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