Featured image with Logos for monday.com and Trello, representing Unito's guide to syncing Trello cards to monday.com tasks with a 2-way integration.
How To Set Up a Monday-Trello Integration With Automated 2-Way Updates
Featured image with Logos for monday.com and Trello, representing Unito's guide to syncing Trello cards to monday.com tasks with a 2-way integration.

How To Set Up a Monday-Trello Integration With Automated 2-Way Updates

Published in Apps on , last updated .

In this guide, we’ll show you how to sync monday.com tasks with Trello cards through Unito’s two-way integration for these powerhouse project management tools. This setup can be especially useful if your team wants to delegate recurring tasks to external contractors or freelancers in a different app/tool. To keep things simple, we’ll imagine a team member using monday.com who’d like to assign tasks to external contacts in Trello. They use Trello to avoid adding seats to their monday.com plan since the contractors just need access to some tasks, sometimes across multiple projects, but not the entire workspace.

Here’s how you make your project management software play nice with a Unito integration.

This Unito flow has two goals:

  1. Create new Trello cards based on monday.com tasks with specific labels assigned to them.
  2. Keep those cards and tasks in a two-way real-time sync. This keeps the team in monday.com up-to-date on progress in Trello from their monday.com workspace, allowing them to manage multiple projects.

Here’s what our synced Kanban board looks like in Trello and monday.com after connecting them through Unito:

monday board synced to Trello board with Unito two-way sync
Our internal monday.com Kanban board (right) is connected to this external Trello board (right) in a two-way sync that turns tasks into cards, but does not turn new cards into tasks. The synced tasks/card, however, will update in each tool as teams progress through their work.

Before we connect monday.com and Trello to Unito

Step 1: Connect Trello and monday.com to Unito

From whichever option you choose to access Unito, you’ll start by clicking Create flow.

  1. Next, select Start Here to connect your tools from the Unito tab in your monday.com workspace.
  2. Select +Add a tool to this flow in either column.
  3. Then, +Choose account to specify the boards in Trello and monday.com you plan on connecting.
  4. Click Confirm.
Step 2: Connect Trello and monday.com to Unito

Step 2: Tell Unito where to automatically create new Trello cards or monday.com tasks

Flow direction determines how new work items are created by Unito. You can set one tool as the source and another as the destination in a one-way flow or have cards and tasks appear in both tools with a two-way flow direction.

In this demo, we’re sending work from monday.com to contractors in Trello, so we’ll set a one-way sync for now.

Pick a flow direction between Trello and monday.com
Note: Later, you’ll be able to add field mappings to determine which fields will be kept updated in both tools — regardless of the flow direction here.

Select Confirm when you’ve chosen a flow direction.

Step 3: Set rules to filter data between Trello and monday.com

This step allows you to set basic automation rules to filter specific tasks or cards for a bit more precision. You’ll be adding triggers that tell Unito which cards or tasks to sync, and which ones to ignore. Think of triggers as your conditions for automating creation of new cards or tasks.

Select Add a new trigger to begin setting up your rules. We recommend using groups as triggers since these are easily identifiable by Unito.

Set rules to filter data between Trello and monday.com

In our demo, we’ll send tasks from our Content group to a freelance copywriter in our external Trello board. After selecting a group, we can then specify which Trello list will receive the new cards, as you can see below:

In this demo we have a freelance copywriter, graphic designer, and web developer. Since we’re assigning tasks from our content group, we’ll send it to your copywriter’s list but not the others.

You can learn more about setting up rules here.

Step 4: Pick which fields to sync between monday.com and Trello

Fields represent the details of your Trello cards and monday.com tasks. Text, single-select, assignees, card title, board name, description, comments, attachments, etc. are all examples of fields in Unito.

First, you’ll be asked whether you want to set up field mappings from scratch or let Unito do this automatically. If you select the auto-map option, you can still change your mappings afterwards. If you prefer a DIY approach, you should start from scratch.

Your fields will be automatically mapped for two-way updates, but you can modify them if you prefer one-way updates. With two-way updates, changes made in either tool will automatically update the other. A one-way update restrict changes to a single direction.

Select +Add mapping, then Select a field in both tools to pair them together.

Set up field mappings between monday.com and Trello
Here’s an example of our completed field mappings. Our monday.com workspace has a long text field called Briefing Notes which we’ve synced to the Trello card description to give the contractor some context for their assignment.

You can choose any field with a gear icon to map them further. Usually, this will apply to fields like labels, which have multiple options. Now, our freelancers can change Trello card labels to let the team in monday.com know how each task is going.

Here we’ve told Unito to associate the different statuses and labels between monday.com and Trello so that each team can see the progress of the synced tasks and cards.

Click Confirm when you’re satisfied with your field mappings.

Step 5: Save, close and launch your new Trello monday.com integration

And that’s it! You’ve just built a flow between Trello and monday.com. Congratulations!

If you followed the steps above, your flow will now:

  • Automatically create new Trello cards based on specific monday.com tasks
  • Keep fields up to date between tools with a two-way sync
trello card synced to monday.com task with Unito two-way sync
Here’s an example of a task in monday.com synced to a Trello card.

If you have any questions, please don’t hesitate to reach out and let us know.

What’s next after integrating monday.com and Trello with Unito?

Now you can replicate this process to connect all kinds of boards and projects across all your workflows! Here are some other ways you can supercharge your monday boards with Unito:

Want to try this for yourself?

Try Unito for 14 days, absolutely free.

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FAQ: Trello-monday.com integration

Trello vs monday.com: which one’s the best project management software?

That depends on what you’re trying to achieve. Trello is one of the easiest project management tools to start with — and has been for over a decade — but monday.com is more robust, with more advanced features.

But you probably won’t be able to pick just one.

While many teams try to centralize all their work in one project management tool over the other, this rarely works for complex projects. Whether it’s due to limited features or project managers who can’t agree on which tool is best, most teams will have to use both.

Does monday.com integrate with Trello?

Yes! There are three ways you can integrate Trello with monday.com:

  • Use built-in recipes: The built-in recipes in monday.com allow users to create simple automations between Trello and their monday.com boards. While these won’t create the same 2-way relationship between cards and tasks, they’re a simple way to start integrating your tools.
  • Use Unito’s built-in monday.com integration: This integration is built right into monday.com, with the same functionality you’d expect from a standalone integration.
  • Use Unito’s standalone platform: The approach outlined in the guide above, Unito’s standalone platform lets you create a true 2-way flow between each tool with the most customizability.

How can you transfer from Trello to monday.com?

You can import a Trello board into monday.com with a built-in importer. You just have to hit your profile picture in the top right, click Import data, and then choose Trello.

But if you want a transfer done at your own speed, with work items kept in sync across both tools, using Unito’s integration for Trello and monday.com is your best bet.