Here are the most important terms to know when using Unito
As you use Unito, you might run into some terms you're not familiar with. Here's a list of the most important words you need to know to get the most out of our tool.
Account: A user's specific, personal access to a tool like Asana or Trello. In contrast, we'll use Unito account to refer to your personal access to our platform.
Active user: Someone who uses a connected tool and has interacted with a synced work item within the last 30 days. That interaction could be leaving a comment, being assigned a task, or creating a new work item.
Auto sync: This is an optional setting for each Unito flow. When turned on, it automatically checks for your blocks of work for updates or new work items and syncs them as necessary — the cadence at which this happens depends on your pricing plan.
Bot account: This is a shared account designated as the source of all flow changes in a specific tool. These are often created to avoid confusion for active users while they use their tools. Setting up a bot account means notifications for synced changes won't come from whoever controls the Unito account.
Field mapping: A field mapping is a relationship between two fields from different blocks of work (like projects, boards, or repositories) that sends data between them. For example, a field mapping might connect a Trello member with an Asana assignee.
Flow: After connecting your tools, you get to specify exactly how your work will be synced between them by creating flows. Each flow represents the two-way sync between work items and tools. Each flow is responsible for sending specific information from one tool to another (or the same tool), and they can be customized to give you full control over what information is shared.
Flow direction: Determines the direction in which your work items (think tasks, contacts, and deals) will flow. A one-way flow will only create new work items in one tool, while a two-way flow will create new work items in both tools.
Integration: The connection between one or more tools and Unito. An integration enables Unito to sync data between work items. When we refer to Unito's Asana integration, for example, we're referring to the functionality and features Asana users can enjoy when syncing tasks or milestones with our platform.
Item in sync: Any work item that is kept in sync by Unito as part of a flow. These could be tasks, spreadsheet rows, contacts, tickets, deals, etc.—it depends on the tools you're using. You can find out more here.
Inactive user: A tool user who has not interacted with synced work items that are part of your workflows within the last 30 days.
Rule: An optional setting, condition, or filter that can include or exclude specific work items from syncing in a specific flow. For instance, you could create a rule so that only labelled Trello cards are synced to matching Asana tasks.
Triggers and Actions: These are the two elements to every rule. A trigger is the part that kickstarts the rule, while the action is what actually happens. So if, for example, you build a rule that only syncs Trello cards with a specific label, the label is the trigger, while syncing those cards is the action.
Tool: An app that allows you to manage your work in some way. If you're connecting it to Unito, it's a tool, although "work app" or "app' can also be used interchangeably in this context.
Workflow: A workflow can be a collection of flows assembled in the workflow designer, or representative of all the work you've automated and synced with Unito. In the context of the workflow designer, think of it as a map of how your work will be shared across any number of people, teams and tools.
Workspace: This is where your workflows, flows, users, and billing information exists. Everything you set up within Unito falls under your workspace.
Workspace member: This is a Unito user with access to your workspace who can edit flows or workflows, as well as update billing information.
Work item: Any object synced by Unito between two tools containing a user's work information. This includes tasks, subtasks, tickets, issues, spreadsheet rows, contacts and more. Find a full list here.