Connect Trello to your favorite tools and streamline your work with Unito. This guide walks you through customizing your workflow setup.
What this article covers:
Prerequisites before connecting Trello Power-Ups
- Unito Power-Up Installed: Ensure you've added Unito to your Trello board.
- Unito Account Authorized: Grant Unito access to your Trello account (if this is your first time setting up a flow).
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:
Connect tools and choose flow direction:
- Open the Unito Power-Up on your Trello board.
- Click "Unito Sync" -> "Open Unito Sync".
- Select "Create Flow".
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 Filtering Rules (Optional):
Narrow down what syncs using rules like:- Include only cards with specific labels.
- Sync cards from certain lists.
- Focus on tasks assigned to a particular person.
- Filter by card priority.
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:
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.
Linking fields between tools with mappings
- Unito auto-maps common fields (title, due date, etc.).
- Click "Add mapping" to configure.
- Select the fields you want to sync in each tool.
Trello titles, due dates, lists, and comments will sync together automatically.
But if you need to configure your field mappings, just click on Add mapping. Then pick your mappings in each dropdown.
Here's how to map fields in Unito. Here are additional field configuration options.
Finalize and launch your flow
- Ensure "Auto-sync" is on for real-time updates.
- Click "Launch Flow" and you're done!
