What this article covers:
The flow creation process
Setting up rules
Reviewing and saving your flow
The flow creation process
After clicking on your Unito Power-Up from within your Trello board, hit the big green "Create Flow" button on the top right of the pop-up window to start the flow creation process.
The first step in building your flow is choosing the blocks of work you want to sync. This might be two Trello boards or one Trello board and a secondary tool.
You can also 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.
Set up your rules
By default, Unito will sync all information between tools. If you want to change that, you can set up a rule in this tab.
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:
Excluding cards with a specific label
Including or excluding cards in specific lists
Only syncing cards assigned to a specific person
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.
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.
Learn how to build a Master Board in Trello.
Learn how Trello members sync to other integrations.
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