How to Celebrate Wrike Milestones in Slack with Zapier

zapier.com > Dashboard > Create Zap

Create a new Zap in Zapier

Log into zapier.com and click the orange 'Create Zap' button in the top-left sidebar. This opens the Zap editor, which walks you through trigger and action setup in a guided interface. You'll see a blank canvas with a 'Trigger' block and an 'Action' block already placed. The editor auto-saves as you go, so you won't lose progress if you navigate away.

1. 1Log into zapier.com
2. 2Click 'Create Zap' in the left sidebar
3. 3Wait for the Zap editor to open — you'll see a two-block canvas

Zap Editor > Trigger > App & Event > Wrike > Task Status Changed

Set Wrike as the trigger app

Click the Trigger block and type 'Wrike' in the search bar. Select Wrike from the results — it shows the teal Wrike logo. You'll then be prompted to choose a trigger event. Scroll through the list and select 'Task Status Changed' — this is the correct trigger because Wrike marks milestones as completed by flipping their status, not by a separate milestone-complete event.

1. 1Click the Trigger block
2. 2Type 'Wrike' in the search field
3. 3Select Wrike (teal logo) from the dropdown
4. 4Click the 'Event' dropdown and select 'Task Status Changed'
5. 5Click 'Continue'

Zap Editor > Trigger > Account > Sign in to Wrike

Connect your Wrike account

Click 'Sign in to Wrike' to open an OAuth popup. Log in with the Wrike account that has access to the projects containing your milestones. Zapier needs read access to tasks and folders in Wrike. After authentication, you'll be redirected back to the Zap editor and your account name will appear in the connection dropdown.

1. 1Click 'Sign in to Wrike'
2. 2Log in via the OAuth popup using your Wrike credentials
3. 3Click 'Accept' on the Wrike permissions screen
4. 4Confirm your account name appears in the Zapier connection dropdown
5. 5Click 'Continue'

Zap Editor > Trigger > Configure > Space or Folder + New Status

Configure the Wrike trigger filters

After connecting your account, Zapier asks you to configure the trigger. You'll see dropdowns for 'Space or Folder' and 'New Status'. Set 'New Status' to 'Completed'. For 'Space or Folder', select the specific Wrike folder or project where your milestones live — don't leave it set to All, or the Zap will fire for every completed task across your entire Wrike account. This is the most important configuration step.

1. 1Click the 'Space or Folder' dropdown and select the specific project folder containing your milestones
2. 2Click the 'New Status' dropdown and select 'Completed'
3. 3Leave 'Old Status' blank unless you want to restrict to tasks that were previously in a specific state
4. 4Click 'Continue'

Zap Editor > Trigger > Test > Test Trigger

Test the Wrike trigger

Click 'Test trigger' to pull in recent task data from Wrike. Zapier will fetch the last 3 tasks that changed to Completed status in the folder you selected. Review the data returned — you'll see fields like Task Name, Permalink, Assignees, and Folder Name. Confirm that at least one of the returned samples is an actual milestone task. You'll reference these field names in later steps.

1. 1Click 'Test trigger'
2. 2Wait for Zapier to pull sample data from Wrike (takes 5–15 seconds)
3. 3Review the returned fields — look for Task Name, Permalink, Assignee Names
4. 4Click 'Continue with selected record' on a milestone task sample

Zap Editor > + (between Trigger and Action) > Filter by Zapier

Add a Filter step to target only milestone tasks

Click the '+' icon between the Trigger and Action blocks to insert a new step. Search for 'Filter' and select 'Filter by Zapier'. This is how you restrict the Zap to fire only when a true Wrike milestone task completes, not just any task. Wrike milestones are typically identified by a naming convention (e.g., task names containing 'Milestone' or 'Phase Complete') or by being in a dedicated milestone folder. Set the filter to match whatever convention your team uses.

1. 1Click the '+' icon between Trigger and Action blocks
2. 2Search for 'Filter' and select 'Filter by Zapier'
3. 3In the left dropdown, select 'Task Name' from the Wrike trigger data
4. 4In the condition dropdown, select '(Text) Contains'
5. 5In the value field, type the keyword that identifies milestones in your naming convention (e.g., 'Milestone' or 'Phase')
6. 6Click 'Continue'

Zap Editor > Action > App & Event > Slack > Send Channel Message

Add Slack as the action app

Click the Action block (or the '+' after the Filter step) and search for 'Slack'. Select Slack and then choose 'Send Channel Message' as the action event. This posts a message to any public or private channel your connected Slack account can access. You'll configure the message content in the next step.

1. 1Click the Action block
2. 2Type 'Slack' in the search field and select it
3. 3Click the 'Event' dropdown and choose 'Send Channel Message'
4. 4Click 'Continue'

Zap Editor > Action > Account > Sign in to Slack

Connect your Slack workspace

Click 'Sign in to Slack' to open the Slack OAuth flow. You'll be asked to select which workspace to connect and to grant Zapier permission to post messages. The account you connect needs to be a member of the channel you plan to post to. After authentication, your workspace name will appear in the connection dropdown.

1. 1Click 'Sign in to Slack'
2. 2Select the correct Slack workspace from the dropdown
3. 3Click 'Allow' on the Slack permissions screen
4. 4Confirm your workspace name appears in Zapier's connection dropdown
5. 5Click 'Continue'

Zap Editor > Action > Configure > Channel + Message Text + Bot Name

Configure the Slack message

You'll now see the Slack action configuration form. Set the 'Channel' field to your celebration channel (e.g., #celebrations or #project-wins). Build the message text using dynamic fields from the Wrike trigger — click the '+' icon inside the message text box to insert fields. Construct a message like: '🎉 Milestone Complete! *[Task Name]* in *[Folder Name]* has been finished. Great work, [Assignee Names]! View it here: [Permalink]'. Set 'Bot Name' to something recognizable like 'Milestone Bot' and optionally set the icon emoji to 🏆.

1. 1Click the 'Channel' dropdown and select your celebration Slack channel
2. 2Click into the 'Message Text' field
3. 3Type '🎉 Milestone Complete! *' then click '+' and insert 'Task Name' from Wrike
4. 4Continue building: '* in *' + insert 'Folder Name' + '* is done. Great work, ' + insert 'Assignee Names' + '! ' + insert 'Permalink'
5. 5Set 'Bot Name' to 'Milestone Bot'
6. 6Set 'Bot Icon' to '🏆' or ':trophy:'
7. 7Click 'Continue'

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Action > Test > Test Action

Test the Slack action

Click 'Test action' to send a real message to your Slack channel using the sample Wrike data. Open Slack and navigate to the channel you configured. You should see the celebration message appear within 30 seconds. Check that the task name, folder name, assignee, and link all populated correctly. If the message looks right, you're ready to publish.

1. 1Click 'Test action'
2. 2Open Slack and navigate to your celebration channel
3. 3Confirm the test message appears with correct task name, folder, assignee, and link
4. 4If the message looks wrong, click 'Back' and adjust the message text configuration

Zap Editor > Zap Name (pencil icon) > Publish

Name and publish the Zap

Click the pencil icon at the top of the Zap editor and give it a descriptive name like 'Wrike Milestone → Slack Celebration'. Then click 'Publish' in the top-right corner. Zapier will confirm the Zap is live. It will poll Wrike every 1–15 minutes (depending on your Zapier plan) for newly completed tasks. From this point on, every milestone completion that passes your filter will trigger a Slack message automatically.

1. 1Click the pencil icon next to 'Untitled Zap' at the top
2. 2Type a clear name: 'Wrike Milestone → Slack Celebration'
3. 3Click 'Publish' in the top-right corner
4. 4Click 'Publish & Turn On' if prompted for confirmation

This Code by Zapier step reformats the raw Wrike completion timestamp into a human-readable date and builds a richer message string that includes the completion date. Paste this into a 'Code by Zapier' step (choose 'Run Javascript') inserted between the Filter step and the Slack action. Map the output variable 'formattedMessage' into the Slack message text field.

// Input data passed from previous Zapier steps
const taskName = inputData.taskName || 'Unknown Task';
const folderName = inputData.folderName || 'Unknown Project';

// Input data passed from previous Zapier steps
const taskName = inputData.taskName || 'Unknown Task';
const folderName = inputData.folderName || 'Unknown Project';
const assigneeNames = inputData.assigneeNames || 'the team';
const permalink = inputData.permalink || '';
const rawDate = inputData.completedDate || '';

// Format the completion date into a readable string
let completionDate = 'today';
if (rawDate) {
  const dateObj = new Date(rawDate);
  const options = { year: 'numeric', month: 'long', day: 'numeric' };
  completionDate = dateObj.toLocaleDateString('en-US', options);
}

// Build the celebration message
const formattedMessage = [
  `🎉 *Milestone Complete!*`,
  `*${taskName}* in *${folderName}* was finished on ${completionDate}.`,
  `Congratulations to ${assigneeNames} — this one matters.`,
  permalink ? `<${permalink}|View milestone in Wrike>` : ''
].filter(Boolean).join('\n');

// Return the formatted message for use in the Slack action step
output = [{ formattedMessage }];