Table of contents:
Connect your tools
When creating a flow, your first step is adding your work management tools. You can do that by clicking on Add a tool to this flow and choose your tool from the dropdown.
If you haven't added any tools to your Unito account yet, you'll have to go through our quick authorization process. It takes just a minute and a few clicks.
After choosing the tools you need to integrate, you can pick the tool account you want to use, then choose the blocks of work you need to connect.
Set flow direction
By default, a Unito flow will sync changes in one block of work to the other and back. That said, some use cases can actually benefit from syncing changes in just one direction — like in this agency work case study with Netalico.
All it takes to change flow direction is a single click. On the Choose your flow direction screen, just click on the arrow that matches your use case.
Build your rules
Want an in-depth guide for building custom rules? You can find that here.
Now that you've chosen your blocks of work and set flow direction, it's time to build your rules. Rules allow you to control just how much information goes from one block of work to the other. You can build a wide variety of rules to fit any use case you can think of, but they all follow the same structure:
First is a trigger (if), which tells your rule when it needs to start working.
Next is an action (then), telling your rule what it needs to do.
For example, you could build a rule so only work items assigned to a specific person get synced. In this case, your trigger would be when the work item is assigned to that person. The action would be that item being synced.
You can build multiple rules in the same flow, just add triggers and actions for each one.
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 and tasks with a certain label or tag, as I’ve done here. This means that only Trello cards with the blue label and Asana tasks with the Delegate tag will be affected by this flow.
That’s not all you can do with rules. Here are some of the rules you can use with Unito:
Excluding work items with a specific label
Including or excluding work items in specific lists or sections
Only syncing work items assigned to a specific person
Only syncing a certain type of work item (such as Jira epics)
Get a guide to these things and more here.
Map your fields
By default, Unito will automatically match up fields that are close to each other. Trello lists will be matched up to Asana sections, for example. Due dates in Jira will be matched with due dates in ClickUp. If you’re not concerned about matching up specific fields, just leave everything as is and go to the next tab.
Not seeing a mapping your use case needs? Find the + Add mapping button at the top of your field mappings and click on it. Scroll all the way to the bottom of your field mappings, and you'll see two dropdown menus allowing you to select a new field.
Pick your first field, and Unito will automatically narrow the list down to the fields it can actually be mapped to. Once you've chosen your two fields, you can change flow direction for that mapping.
Remember that some fields — like the description footer — can be mapped to multiple fields, while others can only be mapped once. If the field you want to map is in the later category, you'll either have to delete it or re-map it.
You can set up your fields to sync changes in both directions while making sure new work items only get created in one direction. This is called a one-way create, two-way update flow. It can be useful for agency work, reporting, and more. Learn more about these flows here.
Review and launch your flow
Once you've finished setting up your flow, it's time to launch!
You can name your flow here and turn on auto sync. By default, this is turned off, so you can manually sync changes to make sure you're getting the right behavior from your flow. Turn auto sync on and changes will be automatically synced.
Click on Launch flow, and your flow will be live!
If you run into any issues, just click on the chat bubble in the bottom right and we'll answer any questions you have.