Unito Basics

Find out what Unito is, what it does, and everything else you need to get started.

In this article:

What is Unito?

Unito is a workflow management platform that allows you to connect the apps and tools you're already using to sync data between them. 

What kind of data does Unito sync between tools?

Unito creates and syncs work items in your tools automatically. Work items can be tasks, tickets, spreadsheet rows, calendar events, and more. Here's a full list of supported work items.

Work items are synced between blocks of work. These are your projects, tables, repositories, databases, calendars, etc.

In this way, a two-way relationship is established between your work items so that Wrike tasks can become Asana tasks, Jira issues can become GitHub issues, and so much more.  

Two Trello boards synced by Unito and visually represented in Unito's Workflow Designer

A quick tour of the Unito app

How does Unito work?

Users create flows to connect their work management tools. A flow sends information from one tool to the other, and it can be customized with rules to give you full control over what information gets synced.

Step 1: Connect your tools

First, you need to connect and authorize any tools you'd like to sync with Unito.

Connect Generic Tools 1

Step 2: Create a flow

After connecting your tools, you can start creating flows to sync your work items between blocks of work (again, those are projects, spreadsheets, calendars, etc.) in which you'd like to sync work. Here's how to pick the best block of work.

two connected tools

Useful links for first-time flow builders:

Unito also has a workflow designer, which lets you visualize your flows by creating a workflow diagram. This is useful for knowing how your teams work and communicating that to everyone else.  Here's how to build a visual workflow in Unito's workflow designer.

How to sign up for Unito

You can sign up for Unito’s standalone sync platform from anywhere on our website or by following this link.

From there, you can either use an account from the work management tool you want to sync or an email address to sign up. More about how to sign up for Unito.

Access Unito embedded in some of your favorite tools

Currently, embedded versions of Unito are available in Trello, Wrike, monday.com, and Jira. Signing up for an embedded version of your tool is done by going to that tool’s app marketplace. Here are more Trello Power-Ups by Unito.

Here are just some of  differences between Unito’s standalone platform and embedded versions.

The Unito dashboard

Here’s a quick legend of what you’ll find in Unito’s dashboard.

  1. Workflows: Click here to access the workflow designer and create your first workflow. When you’ve created at least one workflow, this will show a list of your workflows.

  2. Flows: This takes you to the flow list, where you’ll see all the flows you’ve created.

  3. Mirror Power-Up: When Trello users sign up for Unito, they'll also get access to the Mirror Power-Up, which lets you mirror individual Trello cards on an individual basis with a single click.

  4. About my workspace: Includes your contact information and the name of your workspace.

  5. Usage: This shows the number of flows, users, items in sync, mirrors, and workflows that are active in your workspace. Here's a guide to managing your items in sync.

  6. Integrations: Here, you’ll see a list of all Unito's available integrations, and you’ll be able to connect your tools.

  7. Members and Active Users: This is where you can invite people to your workspace and manage workspace as well as your active users.

  8. Billing: This will show you your plan information, your plan’s expiry date, which credit card is linked to your account (for all plans under Enterprise), invoicing information, and your billing history. More on managing your Unito account.

  9. Earn rewards: Know someone who would get value out of Unito? Access our referral program and get rewards for every contact you refer.

Have any questions? Just click on the chat bubble in the bottom right corner of your screen to reach out to us. We'll be happy to help.

Ready to start building a flow? Browse Unito's resources library for step-by-step guides, videos, templates, tutorials and more!