> This is a page from the ElevenLabs documentation. For an index of the documentation, fetch https://elevenlabs.io/docs/llms.txt.

# Wrike

Your receptionist can create a Wrike task when a caller needs a follow-up, with a title and a short summary of the conversation. Reception connects through [Zapier](/docs/reception-ai/integrations/zapier), so you can pick the Wrike folder from a list. Wrike's own API needs a folder ID that isn't shown in the Wrike app.

> **Note**
>
> Your receptionist creates the task during the call, from what the caller said up to that point. It
> isn't Reception.ai's post-call summary email. Add a procedure so the task is created at the end of
> the conversation, as shown below.

## Set up

### Connect Zapier

If you haven't yet, connect [Zapier](/docs/reception-ai/integrations/zapier) in Reception.ai.

### Add the Wrike action

In your Zapier MCP server at [mcp.zapier.com](https://mcp.zapier.com), add the Wrike **Create Task** action and connect your Wrike account. Set the fields as listed in [Actions](#actions).

### Assign the tool

In Reception.ai, open the Zapier integration's **Tools** tab, select **Refresh tools**, and assign the Wrike action to the **Client** (receptionist). Assign it to the **Assistant** too if you want to create tasks yourself by chatting with your business assistant.

### Add a procedure

Open **Teach your receptionist** and add a [procedure](/docs/reception-ai/receptionist/rules-and-procedures), for example:

**Trigger:** When the caller needs someone from our team to follow up.

**Steps:**

```markdown
1. Collect the caller's name, the best number to reach them, and what they need.
2. Before ending the call, create a Wrike task with @Create Task.
3. Title: "Follow up: <caller name> - <topic>".
4. Description: the caller's name and phone number, what they asked for, what you already told them, and any deadline they mentioned.
5. Tell the caller the team will get back to them.
```

Type **@** to insert the Wrike action as a reference.

### Test it

[Test your receptionist](/docs/reception-ai/receptionist/testing) by asking for a callback about a quote. The task appears in the folder you chose.

## Actions

### Create a follow-up task

| Field                  | Value                                                                   |
| ---------------------- | ----------------------------------------------------------------------- |
| **Zapier action**      | Wrike **Create Task**                                                   |
| **Set in Zapier**      | **Parent Folder**: the folder or project where follow-ups go.           |
| **Let the AI fill in** | **Title** and **Description**: the follow-up and a summary of the call. |
| **Assign to**          | **Client**, and optionally **Assistant**                                |

Keep **Parent Folder** fixed, so a caller can't steer tasks into other folders. If Zapier offers more fields for your account, such as an assignee, set those to fixed values too.

> **Warning**
>
> Zapier's Wrike connection acts as the Wrike user who connected it. Only add the **Create Task**
> action for your receptionist. Search or update actions would let callers ask about other work in
> your Wrike account.

## Limitations

* Tasks are created from what was said during the call. If a caller hangs up before your receptionist creates the task, no task is made. Ask your receptionist to create the task as soon as it has the details.
* The task's author is the Wrike user who connected Zapier.
* Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren't counted. When the plan runs out, the action stops until it resets.

## Troubleshooting

| Problem                                         | What to check                                                                             |
| ----------------------------------------------- | ----------------------------------------------------------------------------------------- |
| The Wrike action doesn't appear in Reception.ai | Select **Refresh tools** on the Zapier integration after adding the action in Zapier.     |
| The action shows **Changed** and isn't used     | You edited it in Zapier. Select **Update** in the **Tools** tab.                          |
| No task is created                              | Check that the procedure references the action, and that your Zapier plan has tasks left. |
| Tasks land in the wrong place                   | Set **Parent Folder** to a fixed value in Zapier instead of letting the AI choose it.     |
| The description is too thin                     | List what the description must include in the procedure's steps, as in the example above. |