You've built a workflow and now it’s time to integrate Zoho Projects. Here’s your step-by-step guide for doing just that.
What this article covers:
How is a flow created?
You can start creating a flow from the flow list with exactly two clicks. Start by clicking on Flows. Then click on Create flow.
And that's it! You'll be taken to the first screen of the flow setup process.
Flow setup
Once you've created your flow, you'll have to add your blocks of work. Choose your Zoho Projects account on one dropdown, and whichever tool you have to connect to on the other. In this example, we're using GitHub.
In the first tab, you can choose the tool account you want to use for each block. Usually, you might want to do this to create a bot user. 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.
Next, it’s time to set up your rules.
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.
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 tasks with a certain status. This means that only tasks with that specific status will be affected by your flow.
That’s not all you can do with rules. Here are some of the rules you can use with Unito:
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Excluding work items with a specific label
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Including or excluding work items in specific lists or sections
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Only syncing work items assigned to a specific person
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Only syncing a certain type of work item (such as Jira epics)
Mapping 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.
But if you want to add a new field mapping, all you need to do is click on Add mapping.
Pick a field 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 two things remain.
By default, new flows will only sync work items created after it. That means historical data won’t be touched. This is so you can experiment with your flow before having it affect the important data in your work management tool. When you’re ready for your flow to go live, just turn this off. This is done by deleting the Creation date rule in the rules page.
Finally, turn on Auto-sync so that your changes are synced automatically across your blocks.
And you’re done! Hit Save and close and your flow is now live.
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