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?

Zendesk

Trello

Title

Title

Description

Description

Internal Notes

Comments

Status

List

Assignee

Member

Tags

Labels

Task Due Date

Due Date

Link to Ticket

Description Footer

Ticket Type

Description Footer

Submitter

Description Footer

Ticket Number

Description Footer

Priority

Description Footer

Group Name

Description Footer

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?

Mentions

Unito does not support user mentions in titles, descriptions or comments in Zendesk at this current time (coming soon!)

Trello checklists

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.

Customization options

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).

One-way sync

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

Here is a complete article on how to sync teammates.

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.

What's next?

Learn how to sync multiple Trello boards.
Learn how to sync Zendesk with Asana.
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