Featured image illustrating a step-by-step guide on syncing one Trello board to another through Unito, depicted by the connected Trello logos through circles and dotted lines.
How to Quickly Sync Trello Cards Between Multiple Boards with 2-Way Updates
Featured image illustrating a step-by-step guide on syncing one Trello board to another through Unito, depicted by the connected Trello logos through circles and dotted lines.

How to Quickly Sync Trello Cards Between Multiple Boards with 2-Way Updates

This walkthrough details the steps required to link, or sync, cards between multiple Trello boards and accounts with automated 2-way updates. You can use it to create new Trello cards in one board linked to existing cards in another, and enable automated updates at each end.

Once two linked cards are connected, any manual changes you make to one will automatically appear in the other. Features of this workflow include: real-time 2-way sync, automated updates, and a no-code set up that anyone can put together in minutes.

Before syncing Trello cards between boards with Unito

Make sure you have access to each Trello account you’d like to connect to Unito with permission to access and modify cards in your boards. Click here if you need help adding Unito as a Trello Power-Up. Just don’t forget to come back to our guide!

Screenshot of two Trello cards synced by Unito Board Sync in real-time with live updates
Here’s a screenshot of two Trello cards synced together by Unito with a few fields highlighted: title + description. You can, of course, also sync many other Trello fields, including your own custom fields.

Step 1. Connect your Trello account(s) and boards to Unito

  1. Navigate to the Unito App or open Board Sync and select +Create Flow.
  2. Select Start Here to connect your Trello account(s).
  3. +Add a tool to this flow and select your Trello account(s) and boards.
Unito Trello card 2-way sync connect accounts
You’ll need to authorize Unito to access your Trello board the first time you connect an account.

When you’re ready to continue, click Confirm.

Step 2. Tell Unito where to create and sync new Trello cards

Next, you’ll set a flow direction to determine how new Trello cards are automatically generated by Unito.

Screenshot of a 2-way flow direction in Unito to sync the Trello board ABC to the Master Board automatically.
Later, we’ll set field mappings to decide which details of our Trello cards to keep updated in real-time automatically.

Here’s a breakdown of each flow direction:

  • One-way flow: only cards created in the source Trello board will appear in the destination Trello board.
  • Two-way flow: cards created in either Trello board will appear in the other.

Select Confirm when you’ve chosen a flow direction. 

Step 3. Set rules for how and when your Trello cards will sync

Next, we’ll set rules to determine which triggers will create new cards in our Trello boards.

This is useful for filtering out irrelevant cards from syncing in our flow. For example, you could choose to only sync cards with a specific label or member to your other board.

Select Add a new trigger to establish your rules for each directional flow.

Screenshot of rules in Unito to sync a Trello master board to board ABC with rules stating that if a card is open and the label is "intensive maybe, intensive yes, or intensive declined" then Unito should create a matching card in the Trello ABC board.
In this example, we’ve removed the creation date filter to sync all historical Trello cards with the condition that they must have one of the three labels listed above.

Some use cases for this set of rules could include: links to specific cards for specific team members, setting up a service request by label, logging updates from your team, or file sharing with an external contractor, client or other contact.

Next, we’ll set up a similar set of rules to sync cards back to our master board.

Screenshot of rules in Unito to sync Trello board ABC to a Trello master board in the default list Created from non-Onboarding

Select Confirm to proceed.

Find out more about setting rules.

Step 4. Pick Trello fields to sync between cards and boards

Fields represent the details of your Trello cards: members, comments, attachments, due dates, etc. All of these count as syncable fields in Unito. You can find a full list of supported fields in this technical overview of Unito’s Trello integration.

When you first open this screen, you should see two options. If you select Auto-map, Unito will pre-populate a list of suggested field mappings which you can then adjust. If you know exactly how you want your fields mapped, Start from scratch.

Learn more about field mappings in Trello.

Your fields will be automatically mapped for two-way updates, but you can adjust them as needed. With a one-way sync between fields, only the destination field will update automatically when you make changes in the source field.

Now, select + Add mapping to sync additional fields. To do so, click Select a field. After you’ve chosen a field in the first board, Unito will suggest compatible matches in the second after you click on the drop-down menu.

Trello board 2-way sync field mappings with Unito

Select the gear icon beside a field to customize values or statuses and further customize your flow. In our demo, we have told the system to match cards within each Trello board based on label color.

Trello board 2-way sync field mappings and labels with Unito
As described above, our demo syncs labels together based on color to keep things simple and aligned.

Below is an example of our completed demo, although your field mappings may differ based on the needs of your flow.

Trello board 2-way sync full field mappings with Unito

Note: Trello checklists count as items in sync. So if you include them in your fields, then your items in sync count will increase accordingly.

Hit Confirm to proceed.

Find out more about setting field mappings.

Save and launch your Trello Trello card sync

And that’s it! You’ve just completed our quick-start walkthrough to sync Trello cards between boards and lists. Your linked Trello cards will now update automatically in real-time as you work. Congratulations!

By following the steps above, you should now be able to sync cards from one Trello board to a master board. You can also duplicate this flow to sync other boards to your master board with Unito.

If you have any questions, don’t hesitate to reach out to Unito’s support team and let us know.

Tips and tricks for optimizing your Trello integration with Unito

Plan out your use case for syncing Trello cards between boards

The goal of the demo flow outlined in this article is to create a two-way link between Trello cards across lists and boards that syncs relevant information between them.

Do more with a Trello Hub Board:

Create a Trello Hub Board for an even more expansive and sophisticated Trello setup. A hub board takes in cards from many other boards and then re-distributes them to a select few.

Think of it as an automated delegation and oversight support tool. Cards come in from, say, project boards for a department, and then go out to individual contributors. One example could be to take in graphic design requests from multiple places, then assign them all to a single design board.

Several smaller Trello boards synced to a single master overview board with Unito
Here’s an example of a Trello master board set up in Unito. The individual boards are connected through Unito to a single master board. Synced cards appear in the individual board and master, while any changes in either board will appear in both synced cards in real-time.

Here’s how one Unito user transformed their Trello sales pipeline with Unito’s 2-way integration

Additional Unito resources for Trello users

Why link Trello cards between multiple boards?

Cut out manual tasks in just a few clicks

Working in a linked card with Unito eliminates manual copy-pasting between cards and boards to keep your data accurate in real-time automatically.

Creating a link between Trello cards across multiple boards, including a new board, is also extremely useful for collaborating with contacts and colleagues in different departments, locations, industries, etc.

Link Trello cards from individual boards to a master board

One favorite workflow among Trello users is to set up links between cards from multiple individual boards to a single master overview board. It eliminates the need for tracking progress, manual workflows, or having to check individual tasks for updates.

For example, you could link cards together to oversee several projects, giving you an overview of all the work you and your teams are responsible for.

How can I sync Trello cards between boards?

This guide covers how to link cards in Trello with Unito, a platform that has produced some of the most popular Trello Power-Ups available, including several frequent Trello staff picks:

A list of Unito Power-Ups for Trello that all enable you to link Trello cards in real-time.
You only need one of these Power-Ups. When you create a Unito account, you’ll automatically have access to all of the above.

There can be a lot of flexibility in how you link cards, so this guide will cover the broadest use case with Unito’s Board Sync Power-Up. This Power-Up allows you to link cards without leaving your Trello board. The alternative is to use Unito Sync Platform directly, which features greater flexibility and customization if you plan on connecting additional apps or tools to Trello.

If you only want to duplicate cards on a smaller scale though, you can start with Unito’s Two-Way Card Mirroring Power-Up. It’s great if you only want to duplicate up to 50 cards or less with the push of a button, but if you need to automate Trello updates at scale, you’ll definitely prefer using Board Sync.

Do I need coding knowledge to sync Trello cards?

Anyone can sync Trello cards with Unito regardless of their level of technical expertise. Unlike other automation tools that require coding knowledge, Unito was designed to be a no-code platform which means you can set up a simple Trello integration without writing a single line of code, you can just follow the steps outlined in this article.

How secure is Unito?

Unito is SOC 2 Type 2 certified and we’re proud to be GDPR-compliant. Any data you connect to Board Sync or our standalone platform is fully encrypted from end-to-end. Here’s more on Unito’s security policies.

Popular use cases for this 2-way Trello to Trello integration include:

  • Task management: send Trello cards including file attachments to a contractor’s board without inviting them into your entire Trello workspace;
  • Reporting: share Trello project progress with a team lead, executive leadership, or client;
  • Oversight and delegation: Establish a master Trello board that oversees cards across multiple lists and boards.