How to Sync monday.com tasks w/ Trello | Unito 2-way Integration
trello monday.com two-way sync
How to Sync monday.com tasks with Trello Cards
trello monday.com two-way sync

How to Sync monday.com tasks with Trello Cards

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 tools. This setup can be especially useful if your team wants to delegate work to external contractors or freelancers in a different app/tool. To keep things simple, we’ll imagine a team 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, not the entire workspace.

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 enables the team in monday.com can stay up-to-date on progress in Trello from their monday.com workspace.

Here’s what our synced boards look 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 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.

Step 1: Add Unito to your monday.com workspace

  1. Login to your monday.com account
  2. Then, select Board Power-Ups > Apps Marketplace
  3. Type Unito in the search field
  4. Click on the Unito app, then Add to your account
  5. Now, hit Install, verify your workspace and board and Add Feature
  6. Authorize monday.com then Authorize again (the first button authorizes monday.com in Unito, while the second authorizes Unito in monday.com)
  7. Click Got it.

Step 2: Connect Trello and monday.com to Unito

  1. Click 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 3: Pick a flow direction between Trello and monday.com

Flow direction determines how new work items are created by Unito. That means we’re deciding which new Trello cards or monday.com tasks will appear in the other tool. You can set a single direction so that only tasks from one tool appear in the other or a bidirectional sync creates tasks/cards in each automatically. 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 4: 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 5: Set up field mappings 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 6: Save, close and launch your Unito flow

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:

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