What this article covers:
Best use cases for a Zendesk-Trello integration
What is synced between Zendesk and Trello
What is not synced
Zendesk-Trello sync customization options
Zendesk and Trello, when used in combination, allow for various live visualizations of your team's work. A great chance to make everyone you work with organized and happy!
Best use case
What is synced?
Task Due Date
Link to Ticket
A field you'd like to sync is not listed? Contact us, we may already support it through a manual configuration.
What is not synced?
Unito does not support user mentions in titles, descriptions or comments in Zendesk at this current time (coming soon!)
Subtasks are not currently a feature in Zendesk
Some Zendesk Rich Text
For now, only basic text formatting such as bold, italic and titles are supported.
A feature you'd really like? Contact us, we prioritize based on user requests.
Here are all the available options for Zendesk and Trello:
Sync Zendesk public comments
By default, only internal notes will sync but you do have the option to sync the public replies also. Here's how it works.
Filter by tag or assignee
Unito will sync all tickets and cards by default but you can customize your workflow by syncing just some of them (complete guide).
Filter by ticket type
You can filter which type of tickets you want to be synced to Trello (complete guide).
You can choose to sync only from Zendesk to Trello or Trello to Zendesk. Here is how it works.
Map your Trello and Zendesk users
Map Zendesk fields to Trello custom fields
Map fields like Priority to a custom field in Trello. Here’s how.
Sync tickets/cards already closed/archived
Unito will automatically sync open tickets or cards. But here is how to also sync closed tickets and cards prior to the sync creation.
Prefix card title with Zendesk ticket number
Unito doesn't sync the ticket number to Trello by default but you can enable that in your sync settings under the more options tab. Here is how to do it.