Wrike + Roam Research Integration
Connecting Wrike (productivity) and Roam Research (documentation) reduces the gap between productivity and documentation in your team's daily workflow. There's no native connector, but both tools work with Zapier and Make — the workflow below covers the fastest path.
Integration Status
Via automation platform
No direct native connector between Wrike and Roam Research, but both tools support Zapier and Make. Most PM workflows can be replicated with a few zaps.
What teams use this integration for
Link specs and PRDs to tickets
Attach Roam Research documents to Wrike epics and stories. Engineers get the full context — requirements, acceptance criteria, edge cases — without hunting across tools.
Auto-generate release notes
Pull completed Wrike tickets into Roam Research to draft changelogs and release summaries. A Zapier workflow can collect closed tickets by label or sprint and append them to a running doc.
Sync status automatically
When work progresses in Wrike, reflect that change in Roam Research automatically — reducing manual status updates and keeping stakeholders informed without extra effort.
Centralise team notifications
Route Wrike activity — new comments, assignments, and status changes — into Roam Research so your team stays informed in the tool they already have open.
How to set it up
- In Wrike settings, check the Integrations section for a direct Roam Research connector (Wrike supports 20+ native integrations — Roam Research may be listed).
- If no native connector exists, open Zapier or Make and search for both Wrike and Roam Research. Both tools are likely available as triggers and actions.
- Choose your trigger: a common starting point is "New task in Wrike" triggering an action in Roam Research, or vice versa. Start with one automation before building a full workflow.
- Connect and authorise both accounts in the automation platform. Use accounts with the right workspace permissions — read access isn't enough for write actions.
- Run a test with a live item. Check that data maps correctly (task titles, assignees, due dates) and adjust field mappings before activating for the team.