The Unito Flow Builder
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      How to Create Your First Flow

      Unito creates items in different tools and keeps them in sync automatically. To make that happen, you'll need to set up a flow, which represents the connection between your tools.

      In this article:

      Connect your app or tool accounts

      The first step to setting up a Unito flow is to connect your accounts for each app or tool you want to sync.

      1. Sign in to app.unito.io and click +Create flow from the Unito dashboard.Dashboard
        • If you don't have any flows already created, you'll automatically be brought to the flow builder screen instead of the Unito dashboard.
      2. Then select Start here.Flow Builder-1

      3. Click +Add a tool to this flow and choose your tool from the dropdown menu.Add Tool (1)

      4. Connect a new tool account. If you haven't added your account to Unito before, you'll have to go through a quick authorization process. Some tools might require specific permissions.Permissions (1)

      5. Finally, choose a container or block of work that holds the items you'd like to sync. Depending on your tool, this can be a project, sheet, table, database, etc. 

      Here's an example of a completed set of connected tools:

      Asana SF Connect

      For some connectors, like  Salesforce, there is no container and instead you select all objects of a specific type within your organization.

      Pick a flow direction

      Flow direction determines where Unito will pull items from and where it will create new items. 

      One-way flow direction:

      • How it Works: When you manually create a new work item in the "source" tool, Unito automatically creates a synced item in the "destination" tool. Items manually created in the destination will not sync back to the source.
      • Best For: Scenarios where you want to dispatch assignments from one place to another, send reporting data, and maintain more control over the flow of information. 
      • Example: GitHub issues created in the connected repository will automatically be added to the connected Asana project where they will appear as new tasks: Asana GitHub03 FD 1

      Two-way flow direction:

      • How it Works: Manually creating a new work item in either tool triggers the automatic creation of a synced item in the other tool.
      • Best For: Collaborative workflows where you need to create and track new items in both tools seamlessly.
      • Example: Records created by a team in ServiceNow automatically generate linked work items in Azure DevOps and vice versa. 

      ADO ServiceNow Flow Direction-1

      Note: Flow direction only impacts the creation of work items, not updates to individual fields. That's handled in the field mapping stage.

      Add rules to include or exclude items

      Every Unito flow starts with a set of default rules to sync all items created after launching your flow. You can add additional rules to exclude items from syncing based on specific fields in your source tool. 


      How rules work

      Your flow follows a simple "if this, then that" logic:

      • Rules - (IF / AND): These conditions determine which work items will sync. You can set multiple conditions, all of which must be met for an item to sync.
      • Actions - (THEN/AND): These determine what happens to the synced work items in the destination tool (e.g., setting a specific status, assigning to a particular person).

      Syncing historical data

      You can modify or remove this rule if you need to sync historical data or have different filtering criteria. Simply select the bin icon beside a rule to remove it.creation date rule

      In the next example, Unito will only sync tasks from Internal IT Requests to Demo Bug Report Project if they are:

      • open (e.g., not completed, deleted or archived);
      • created after the date mentioned;

      ADO + Jira Rules 01-1

      You could also set a rule so Unito only syncs work items with a certain label or tag, status or section, assigned to a particular user, or based on other field-related criteria. 

      Setting field mappings

      Next, you get to decide what information you want to see in your synced work items, as well as pick directions for real-time updates for each pair of fields.

      You can always choose to Map fields automatically to begin with a prebuilt template. In either case, you'll be able to then modify and personalize your field mappings.

      Auto Map

      1. Start, by clicking + Add mapping to add a new pair of fields to your flow.
      2. Then, click Select a field for each tool.
      3. You can then set an update direction for that pair of fields. You can choose between two options:
        1. Two-way (↔): Manual changes in either tool will update the other.
        2. One-way (→): Only changes on one side will update the other.

      Here's an example of a completed table of field mappings:

      SN + Jira Fields (1)

      In this example, any fields with arrows pointing in both directions will allow manual changes on either side to update the other automatically. Meanwhile, fields with only one arrow selected indicate that only changes to the source field will update the destination automatically.

      Additional configuration

      Some field types include additional options for configuration. These are identifiable by the gear (or cog) icon. 

      TIP: An important example of this is any status field in your flow. Here's a guide to best practices for syncing statuses with Unito.

      HubSpot-Jira-08-status (1)

      Launch your flow

      Once you've finished setting up your flow, it's time to launch! When you click Launch you'll see a pop-up similar to this:

      Launch your Unito FlowYou have the option to toggle Auto Sync on or off. This determines whether or not Unito will automatically create and sync work items, or if you'd rather do so manually.