A Guide To Unito's Trello Integration

Looking to add Trello to your workflow? Here's what you can expect from Unito's 2-way integration.

In this Trello integration article:

• How do you sync Trello cards with Unito?
• Configuration options: custom fields, attachments and more
• Necessary permissions and OAuth
• Limitations and other considerations
• Resources for Trello users
• Trello customer success stories

Unito syncs Trello card data from your boards to other apps and tools supported by Unito. By creating a Unito flow, you'll be able to keep your cards synced with automated updates based on rules set by you.

How do you sync Trello cards with Unito?

To connect Trello and/or another tool through Unito Sync Platform or one of Unito's Trello Power-Ups, users create flows. 

Flows represent the connection between Trello and other tools comprised of four steps:

• Connect Trello and/or another tool

• Choose a flow direction

• Set up rules to filter items from syncing

• Link fields between tools

What counts as an item in sync?

Configuration options: custom fields, attachments and more

Our Trello integration supports all Trello fields and custom field types, including comments, attachments and more. Here's a full list of Trello fields supported by Unito. 

Using fields in your rules

Unito supports three standard fields in Trello for rules: label, list, and member. This means you can filter your Trello cards by specific options within any or all of those three fields.

For example, if a label is set to a specific option, if a card is in a specific list or lists, and/or if a card includes a specific member.

Custom fields

All Trello custom field types can be used in field mappings or rules: dropdown, number, checkbox, date, and text.

Checklists

Trello checklists can be synced with other tools that have subtasks, such as Asana or Jira. The status, assignees, and due dates of these checklist items can also be synced.

Default list

You must include an action in your rules to send newly created Trello cards into a default list. Here's what that looks like:

Attachments

Unito can copy attachments to and from Trello cards, meaning the whole file will be available in any synced work item as long as it's mapped to an attachment field in your other tool.

You can also stream attachments to the description footer of the other tool, adding a clickable link for anyone in the other tool to view it without logging in to Trello. 

Necessary permissions and authorization

In order to sync the things you care about, Unito needs the authorization to make changes within your tools. Here's what Unito needs to access your Trello boards.

Make sure the user account selected for the flow is a member of the Trello Board you want to sync. Note that if you're using the Mirror Power-Up, that account will need to be an admin on that board, as well.

OAuth Scopes

Limitations and compatibility

• Copied checklists do not sync.

• Checklist members and due dates can only be synced with tools that support these fields in subtasks and other sub-items.

• Most non-Unito Power-Up data can’t be synced. For example, an Epic created through the Hello Epics Power-Up can’t be synced with Unito.

• If comments aren't turned on for Members of the Trello board you're trying to sync, you won't be able to publish your Unito flow. Make sure comments are turned on.

Unito is compatible with all tiers of Trello, paid and free.

Resources for Trello users

Browse our collection of Trello guides and tutorials for Unito or you can peruse this selection of tool-specific guides:

Trello customer success stories

• Find out how a major sports league synced thousands of Trello cards with Unito

• Here's how a small team boosted their sales pipeline with a Trello hub board