How to Sync monday.com tasks and Trello Cards with Automated 2-Way Updates
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:
- Create new Trello cards based on monday.com tasks with specific labels assigned to them.
- 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:
Before we connect monday.com and Trello to Unito
- Ensure you have an account in both monday.com and Trello with the right permissions to access and modify information in each tool.
- There are three ways you can set up Unito’s integration for monday.com and Trello:
- Directly from Trello with our Board Sync Power-Up
- With the Unito app in your monday.com board. Here’s a guide on how to add Unito to your monday projects if you need a hand.
- Or directly from our standalone sync platform for the greatest flexibility and options for customization.
Step 1: Connect Trello and monday.com to Unito
From whichever option you choose to access Unito, you’ll start by clicking Create flow.
- Next, select Start Here to connect your tools from the Unito tab in your monday.com workspace.
- Select +Add a tool to this flow in either column.
- Then, +Choose account to specify the boards in Trello and monday.com you plan on connecting.
- Click Confirm.
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.
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.
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:
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.
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.
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
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: