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6 Steps to Integrate SmartSuite with Wrike using Make.com + A SmartSuite vs Wrike Comparison
By Aidan O’Brien, CAPM; Editor: Dr. Michael J. Shick, MSPM, PMP, CSM
Integrating various productivity tools into one platform can significantly enhance your workflow efficiency.
Product Overview
SmartSuite:
Pricing:
- Free Plan: Available with basic features for small teams.
- Pro Plan: $15 per user/month with advanced features and integrations.
- Enterprise Plan: Custom pricing for large organizations with premium support and advanced security.
Features: Manage Projects
- Project Management: Task tracking, project templates, and timelines.
- Collaboration Tools: Team chat, file sharing, and real-time updates.
- Customizable Dashboards: Tailored views for tracking project progress and metrics.
- Workflow Automation: Automate routine tasks with built-in workflows.
- Integrations: Connect with popular tools like Slack, Google Drive, and Make.com.
- Customer Success: Tools for centralizing customer data, monitoring onboarding activities, and tracking feedback to enhance customer experiences.
- Visualize Progress: Tools for visualizing project progress using Gantt charts, dashboards, and other visualization methods to keep team members informed and aligned with project goals.
Revolutionize your business operations with
Make.com
Make.com, previously known as Integromat, is an automation platform that integrates various apps, data, and services, enabling users to create automated workflows without any coding expertise. It offers a visual drag-and-drop interface to build complex scenarios, making it simple to automate repetitive tasks and integrate different software tools. Make.com supports hundreds of applications and provides extensive documentation to help users get started quickly.
Pricing:
- Free Plan: Limited to 1,000 operations/month with basic features.
- Core Plan: $9/month with 10,000 operations/month and additional support.
- Pro Plan: $29/month with 50,000 operations/month and premium features.
- Enterprise Plan: Custom pricing for large-scale automation needs.
Features:
- Visual Workflow Builder: Drag-and-drop interface for creating automated workflows.
- Extensive Integrations: Connects with hundreds of apps and services.
- Scenario Management: Create, manage, and schedule automation scenarios.
- Advanced Data Handling: Supports complex data operations and transformations.
- Real-Time Execution: Monitor and execute workflows in real time.
Transform your workflows with Make.com and see the difference it makes in your productivity. Sign up today and automatically receive 1 month of the Pro plan with 10,000 operations for free!
Wrike
Wrike is a collaborative work management platform that enables teams to manage projects, track tasks, and collaborate in real-time. It offers various features, including customizable workflows, time tracking, resource management, and detailed analytics. Wrike is designed to help teams with agile workflows enhance productivity, improve project visibility, track everything, and ensure timely work delivery.
Pricing:
- Free Plan: Available for small teams with basic task management features.
- Professional Plan: $9.80 per user/month with project planning and collaboration tools.
- Business Plan: $24.80 per user/month with comprehensive data-keyword-id=”3621″>project management features.
- Enterprise Plan: Custom pricing with advanced security and customization options.
Features:
- Task and
Project Management : Wrike tasks andproject management include detailed task tracking, project timelines, and dependencies. - Collaboration Tools: Real-time editing, file sharing, and team communication.
- Custom Workflows: Create and automate custom workflows to match your processes.
- Reporting and Analytics: Detailed reports and dashboards for tracking project performance.
- Resource Management: Allocate and manage team resources effectively.
- Budget Monitoring: Tools to monitor budgets, ensuring streamlined workflows and oversight of expenses and profitability.
- Professional Services Support: Features specifically for teams and agencies handling multiple projects and clients, streamlining workflows, and managing finances efficiently.
Enhance your project management with Wrike and experience seamless collaboration. Get started with a 14-day free trial and unlock all the tools you need to manage your projects effectively!
Step-by-Step Guide to Integrating SmartSuite , Make.com, and Wrike
By integrating
Step 1: Accessing Make Integration on SmartSuite
Log in to
- Open your browser and log in to your
SmartSuite account.
Navigate to Integrations and Select Make.com:
- Go to the ‘Integration’ section by selecting it from the sidebar menu.
- In the integration options, find and select Make.com. This will enable you to build and automate workflows.
Step 2: Getting Started with Make.com
Access the Make.com Documentation:
- Before you begin, it’s beneficial to read through the ‘Getting Started with Make’ documentation to understand the basics.
Step 3: Configuring Your First Integration on Make.com
Create a New Scenario:
- Open Make.com and navigate to ‘All scenarios’.
- Click on ‘Create a new scenario.’
Choose
- Select
SmartSuite as the app. - Choose ‘Watch New Records’ as the trigger. This sets up the scenario to activate whenever a new record is created in
SmartSuite .
Set Up Webhook:
- Configure a webhook to watch for new records.
- Name your webhook and create a new connection to your
SmartSuite account.
Enter Connection Details:
- Fill in the required details, such as Workspace ID and API Token. These can be retrieved from your
SmartSuite account under ‘API Key’ in your profile settings.
Find Workspace ID in
In short, these are the first eight characters within your URL when you are logged into
Find SmartSuite API:
Step 4: Integrating Wrike
Connect to Wrike:
- After setting up
SmartSuite as the trigger, add Wrike as the action. Wrike helps with strategic initiatives by driving collaboration and streamlining operations. - Select ‘Create a Task’ in Wrike. Wrike assists with keeping every team member informed, ensuring coordination and information sharing is optimized.
Authorize Make.com with Wrike:
- You will need to grant Make.com permission to access and edit tasks in Wrike.
Configure Wrike Task Details:
- Map the necessary fields from
SmartSuite to Wrike. This includes setting up the task title, description, status, importance, and other relevant fields.
Step 5: Running the Scenario
Test the Integration:
- Before making the scenario live, test it to ensure that it works as expected. Click on ‘Run once’ to see if new records in
SmartSuite create corresponding tasks in Wrike.
Go Live:
- Once you’ve confirmed that the integration works, activate the scenario by toggling the switch to ‘ON.’
Step 6: Test Scenario
- Add Task in
Smartsuite to test integration
- Check Make.com to verify the automation successfully ran
- Check Wrike and find a new Task created.
That’s it! Your systems are now integrated and able to share information.
Frequently Asked Questions (FAQs)
Transform your business operations with
Final Thoughts
Workflow efficiency is an ongoing process that requires continuous improvement. You will likely see increased productivity by integrating
You can create a seamless and dynamic workflow system with
Discover the power of
Streamline your business processes effortlessly with Make.com. You’ll automatically receive one month of the Pro plan with 10,000 operations for free!
Take control of your projects with Wrike’s robust features. Sign up for a 14-day free trial today and see how Wrike can help you stay organized and on track!
About the Author: Aidan O’Brien, CAPM, is a