In this guide, we’re going to show you how to sync Trello cards with Airtable records using Unito’s two-way, no-code integration. By connecting these two powerful tools, you can streamline your workflow, reduce errors, and empower your team to work smarter.
The Best of Both Worlds
Airtable and Trello are versatile tools that serve different purposes. Airtable is excellent for record-keeping and building comprehensive databases, while Trello excels at task management with its intuitive card system. Unito bridges the gap between these two platforms, offering the best of both worlds with two-way automation and simple rules.
Unito is the only solution that enables bidirectional data sync between Airtable and Trello. This means that Trello cards can transform into Airtable records and vice versa, with real-time updates across both platforms. Plus, the steps in this guide can be easily applied to other project management integrations with Airtable, including Asana, Wrike, monday.com, ClickUp, and more.
Before You Connect Airtable and Trello to Unito
To ensure a seamless integration, there are a few steps you need to take.
Add Unito to your Trello Board (optional)
If you want to add Unito as a Power-Up to your existing Trello board, follow the instructions here to get started. This step is optional, so feel free to skip it if you’ve already installed Unito or logged in directly to the app.
Add a “Last Modified Time” field in Airtable
In your Airtable base, click on the “+” symbol to add a new column. Scroll down and select “Last Modified Time” (not to be confused with “Last Modified By”). This field won’t be mapped by Unito but is required for the integration to function properly.
Make sure your Airtable base also has a “Single-line text” field called “Title” and a “Last Modified Time” field.
Generate an API key in Airtable
To connect Airtable to Unito, you’ll need to generate an API key. Click on your profile icon in Airtable, go to “Account,” and select “Generate API key.” Copy this key for the next step.
Step 1: Connect Trello and Airtable to Unito
- Log in to the Unito App and click “+ Create Flow.”
- Click “Start Here” to connect your tools.
- In either column, select “+ Add a tool to this flow” and connect Airtable. Choose the Airtable account you want to use.
- Select the Airtable base you want to connect to Unito.
- Repeat steps 3 and 4 to connect Trello with Unito.
- Click “Confirm.”
Step 2: Choose Flow Direction
Flow direction determines how new work items are created by Unito. You have three options: Airtable activity creating Trello cards, Trello activity creating Airtable records, or both happening simultaneously. Select the flow direction that best suits your needs and click “Confirm.”
Step 3: Set Rules
Set up triggers to determine which actions in one tool will create new work items in the other. With a two-way flow, you’ll set up rules for each direction. Starting with Airtable, set a trigger using a single select field. Add a column called “Sync with Unito” with options “yes” and “no” for simplicity. Learn more about setting up rules here.
Step 4: Field Mapping
Unito turns every detail of your Trello cards and Airtable records into mappable fields that can be synced between the tools. While Trello fields can be any card detail, Airtable fields are based on column names. You can set up field mappings from scratch or let Unito do it automatically. Customize the mappings for two-way or one-way updates, depending on your preference.
Step 5: Save and Launch
Congratulations, you’ve successfully created a flow between Airtable and Trello! Your flow will now automatically create new Airtable records and Trello cards based on specific activity in the other tool. It will also keep fields up to date in both platforms. For any questions or assistance, reach out to us.
What’s Next?
Once you’ve set up your two-way integration between Trello and Airtable, you can explore these Airtable templates and sync them with Unito to match your specific use case:
- Plan a project health report
- Organize a marketing budget
- Create a content catalog
- Build an employee resource database
- Report on resource management
- Browse more Airtable templates
Now that you’ve mastered syncing Trello and Airtable, why not explore Unito’s other integration possibilities? Discover how to sync Airtable with Google Sheets or Microsoft Excel, sync multiple Airtable bases together, or integrate Notion pages with Airtable bases.
Get started with Unito today and supercharge your workflow! Happy syncing!
Image Credit: Zenith City News