How to Set Up Rules in Unito

Описание: In this Unito guide, we'll walk you through rules, the "if this then that" component of building a 2-way flow, as well as the default and recommended settings, how to set rules by statuses or other drop-down menus, as well as actions taken in the synced tool.

What is a rule in Unito?
Rules help you filter out irrelevant items from syncing with Unito. So if you're only looking for records related to a specific client, account, or team, you can add rules based on that information if it exists as a field.

When syncing Trello boards, for example, you can use Members, Labels, or Lists in your rules. In contrast, our Smartsheet integration lets you use most column types for your rules, such as Date, Text, Number, Dropdown, and Checkbox. For Unito's ServiceNow integration, any field you have in your instance can be used in your rules.

But rules aren't just for filtering information. They can also be used to direct the flow of information between your tools with Status and progress mapping. In a Trello-Asana flow, for instance, you could match a To-do list in Trello to a Backlog section in Asana. This means they'll be treated as essentially the same thing, and any card that lands in that Trello list will be moved to the corresponding Asana section.

Find out more here
https://guide.unito.io/how-to-set-up-...

Start your free 14-day trial now: https://bit.ly/3tAQXYN