If you're using Unito through one of our Trello Power-Ups, the flow creation process is a little bit different. Here's a step-by-step guide.
What this article covers:
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The flow creation process
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Setting up rules
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Mapping fields
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Reviewing and saving your flow
Before creating your flow
After clicking on your Unito Power-Up from within your Trello board, make sure you've authorized Unito to access your Trello account:
Then, follow the on-screen instructions to complete the authorization process, and click on Unito Sync, then Open Unito Sync.
On the next screen, just hit the big green "Create Flow" button on the top right to start the flow creation process
The flow creation process
The first step in building your flow is connecting Trello and your other tool to Unito:
If this is your first time connecting another tool, you'll have to follow a similar authorization process to enable Unito to make changes.
You can then change the flow direction from the default two-way flow to a one-way flow. This can help you create flows that fit your specific use case — such as a Trello Master Board — but often you’ll want to keep it as a two-way relationship.
Once that's done, click next and set rules for your flow.
Find out more about flow direction
Set up your rules
By default, Unito will sync all new work items (e.g., tasks, tickets, issues, etc.) between tools from a chosen project unless you tell it otherwise. This is where we can do that:
Rules act as filters, sifting through all the information in your tool and picking out what you need synced to the other side. You could, for example, set up a rule to filter cards with a specific member.
That’s not all you can do with rules. Here are some of the rules you can use with Unito:
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Excluding cards with a specific label
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Including or excluding cards in specific lists
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Only syncing cards assigned to a specific person
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Only syncing a certain type of card (such as High Priority)
By default, there's a trigger already set up so only work items created after your flow will be synced. If you don't want that to be the case, just click on the trash can next to that trigger.
Mapping fields
By default, Unito will automatically match up fields that are close to each other. Trello titles, due dates, lists, and comments will sync together automatically.
But if you need to customize your field mappings, just click on Add mapping. Then pick your mappings in each dropdown.
And that’s it! That’s all it takes to create a new field mapping. Note that if you want to remap fields that are already assigned, you’ll first have to unmap them by clicking in the small trash can that pops up to the right when you hover over the mapping.
Check out our in-depth article on field mapping here.
Wrapping things up
Now that your flow direction is set, your rules are created, and you’ve customized your mappings, your flow is pretty much done. Only one thing remains.
Just make sure Auto-sync is turned on if you want changes to be synced automatically across your blocks.
And you’re done! Hit Launch flow to set it live.
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