CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

Wrike is an online project management software that gives you full visibility and control over your tasks. Their project management tools include time tracking, project planning and organization, an interactive timeline, communication and online collaboration features for teams of any size.

crm tier-1
project-management time-tracking tier-2

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Bulk Operations

  • Bulk Insert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

  • Bulk Upsert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

Objects

  • Object ID
  • Object Created

    Triggers when a new object is created in Salesforce. Only objects queryable by the user are shown.

  • Object Updated

    Triggers when an object is updated in Salesforce. Only objects queryable by the user are shown.

  • Object Deleted

    Triggers when an object is deleted in Salesforce. Only objects queryable by the user are shown.

  • Create an Object

    Creates an object in Salesforce. Custom fields and custom objects are also supported. Only object types creatable by the user are shown.

  • Update an Object

    Updates a Salesforce object. Custom fields and custom objects are also supported. Only object types updatable by the user are shown.

  • Delete an Object

    Deletes a Salesforce object. Custom objects are also supported. Only object types deletable by the user are shown.

  • Get an Object by ID

    Get a Salesforce object by ID

  • Query Single Object

    Get a single Salesforce object by SOQL query.

  • Upsert Object

    Updates or Inserts object based on an external ID. If the External ID is present in Salesforce then the object is updated, otherwise it is created.

  • Look Up Object

  • Generic SOQL Query

    ADVANCED: Gives you a full freedom to execute an SOQL query. Each result contains a field named attributes which contains the raw attributes as returned buy Salesforce Rest API.The pipe is a low-level interface to Salesforce API. It does not provide schema info, so you will have to run it once to see what results look like. HINT you can add LIMIT 1 to your query, to fetch just one result while testing.

  • Search Objects (SOQL)

    Search for objects in Salesforce using Salesforce Object Query Language (SOQL). Only object types queryable by the user are shown. The query sent to Salesforce is SELECT <ALL FIELDS> FROM <Object Type> WHERE <Query>.

  • Search Objects (SOSL)

    Search for objects in Salesforce using Salesforce Object Search Language (SOSL). Only object types searchable by the user are shown. Always searches in all fields. The query sent to Salesforce is FIND {<Query>} RETURNING <Object Type>(<ALL FIELDS>). If the Search Type is sosl you can use queries like map* AND NOT paper. For the text option input is automatically escaped so that you don’t have to worry about escaping special SOSL characters, like { and *.


Comments

  • ID
    Text
    Plain Text
    Treat comment as plain text.
    Folder
    Task
    Updated at
  • On Comment

    Triggers when a comment was created or updated

  • Create Comment

  • Search Comments

Tasks

  • ID
    Title
    Description
    Briefdescription
    Parent Ids
    Shared to
    You can also use contact email instead of ID.
    Responsibles (Assignees)
    You can also use contact email instead of ID.
    Status
    Importance
    Created at
    Updated at
    Completed at
    Date (Due, Milestone, or Backlog)
    Scope
    Authors
    Custom Status
    Custom status for a task. You can use the drop-down to select the custom status ID, or you can input custom status name, like In Progress. If you need to use non default workflow enter “Workflow Name/Status Name”, for example Default Workflow/In Progress. If you don’t enter a workflow name, Default Workflow is assumed. Spaces and letter case are ignored.
    Has Attachments
    Permalink
    Priority
    Followed by Me
    Recurrent
    Super Task Ids
    IDs of super tasks. Set this field to make this task a subtask.
  • Task Created

  • Task Updated

  • Create a Task

  • Update a Task

  • Delete a Task

  • Add a Comment (Deprecated)

    This pipe is deprecated. Please use the “Create a Comment” pipe under Comments resource.

  • Add a Timelog to a Task

  • Look Up Task

  • Search Tasks

Timelogs

  • ID
    Hours
    Tracked Date
    Comment
    User
    Task
    Created at
  • Timelog Created

  • Timelog Updated

  • Search Timelogs

Dependencies

  • ID
    Predecessor
    Successor
    Relation Type
    Relation between Predecessor and Successor. For example Finish To Start means predecessor task must be finished in order to start successor task.
  • Create Dependency

  • Delete Dependency

  • Look Up Dependency

  • Search Dependencies

Contacts

  • ID
    First Name
    Last Name
    Email
    Type
    Deleted
  • Contact Created

  • Contact Updated

  • Look Up Contact

  • Search Contacts

Attachments

  • ID
    Author
    Name
    Created at
    Version
    Type
    Content Type
    Size
    Task
    Folder
    Comment
    Download URL
    URL to download/upload file through Cloudpipes.
  • Create Attachment

  • Search Attachments

Folders

  • ID
    Title
    Description
    Child Folder IDs
    Parent Folder IDs
    Scope
  • Folder Created

  • Folder Updated

  • Create a Folder

  • Update a Folder

  • Delete a Folder

  • Add a Comment

  • Look Up Folder

  • Search Folders