Learn the best use cases for a Zendesk-Trello integration, what fields are synced between the two tools, and your customization options.
Zendesk and Trello, when used in combination, allow for various live visualizations of your team's work. A great chance to make everyone you work with organized and happy!
Here's a demo of our integration between Zendesk and Jira. The steps are virtually identical to Unito's integration between Trello and Zendesk.
What does Unito sync between Zendesk and Trello?
Zendesk | Trello | |
Title | ←→ | Title |
Description | → | Description |
Internal Notes | ←→ | Comments |
Status | ←→ | List |
Assignee | ←→ | Member |
Tags | ←→ | Labels |
Task Due Date | ←→ | Due Date |
Link to Ticket | → | Description Footer |
Ticket Type | → | Description Footer |
Submitter | → | Description Footer |
Ticket Number | → | Description Footer |
Priority | → | Description Footer |
Group Name | → | Description Footer |
Customization options
Here are all the available options for Zendesk and Trello:
Sync Zendesk public comments
By default, only internal notes will sync but you do have the option to sync the public replies also. Here's how it works.
Filter by tag or assignee
Unito will sync all tickets and cards by default but you can customize your workflow by syncing just some of them (complete guide).
Filter by ticket type
You can filter which type of tickets you want to be synced to Trello (complete guide).
One-way sync possible
You can choose to sync only from Zendesk to Trello or Trello to Zendesk. Here is how it works.
Map your Trello and Zendesk users
Here is a complete article on how to sync teammates.
Map Zendesk fields to Trello custom fields
Map fields like Priority to a custom field in Trello.
Sync tickets/cards already closed/archived
Unito will automatically sync open tickets or cards. But here is how to also sync closed tickets and cards prior to the sync creation.
Prefix card title with Zendesk ticket number
Unito doesn't sync the ticket number to Trello by default but you can enable that in field mappings by clicking the gear next to the relevant mapping. Here is how to do it.