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Introduction
Welcome to Unito!
Unito Basics
What Happens When You Join a Workspace With an Expired Trial
What to Expect From the Unito Onboarding Process
Differences Between Unito Sync Platform and Embedded Versions
Understanding Unito's Performance: A Guide to Speed Expectations
A Master List of Unito Product Updates
Setup
How to Sign Up and Log in to Unito
A Quick Look at the Authorization Process
How to Connect, Reconnect, or Disconnect a Tool
How Do You Change the Tool Account Used to Sync Work Items in a Flow?
How to Create a Service Account (or Bot User) in Unito
What To Do When You’re Invited To A Unito Workspace
How to Transition From a Tool Account Login to Email and Password
Flow Creation
How to Create Your First Flow
How to Build Your First Workflow With Unito
How to Change Flow Direction
How to Set Up Rules in Unito
Unito's Default Rules: What They Are and How They Work
What Are Operators? (And What Do They Do?)
How to Sync Closed Work Items
What Are Field Transformers?
How to Test Unito Flows Before Syncing Historical Data
How to Link and Map Fields Between Tools in Unito
How to Sync Status Fields or Sections in Unito
How to Create a Test Flow
What Happens if Work Items Synced With Unito Are Moved or Deleted
How to Duplicate Flows with Unito
How to Merge Active Users, Members or Assignees
What Happens When I Delete and Re-Create a Flow?
What is a draft flow?
What is the Difference Between Manual and Active Flows?
Can I Re-Create a Pre-Existing Flow in the Workflow Designer?
Connectors
Airtable
An Overview of Unito's Airtable Integration
Unsupported Features: Airtable
Asana
An Overview of Unito's Asana Integration
Unsupported Features: Asana
An Overview of Unito's Asana Advanced Integration
What is Unito's Flow Preview App for Asana?
Azure DevOps
An Overview of Unito's Azure DevOps Integration
How To Install Unito's Azure DevOps Integration
Best Practices and Tips for Unito's Azure DevOps Integration
How to Sync Area Paths, Iterations, and Work Item Types in Azure DevOps with Unito
Unsupported Features: Azure DevOps
Everything You Need To Know About Unito's Azure DevOps Integration
Basecamp
An Overview of Unito's Basecamp Integration
Unsupported Features: Basecamp
Bitbucket
An Overview of Unito's Bitbucket Integration
Unsupported Features: Bitbucket
ClickUp
An Overview of Unito's ClickUp Integration
Installation Instructions: ClickUp
Unsupported Features: ClickUp
Confluence
An Overview of Unito’s Confluence Integration
Installation Instructions: Confluence
Unsupported features: Confluence
Eloqua
An Overview of Unito's Eloqua Integration
Unsupported features: Eloqua
Facebook Ads Manager
An Overview of Unito's Facebook Ads Integration
Unsupported features: Facebook Ads
Facebook Insights
An Overview of Unito's Facebook Insights Integration
Unsupported Features: Facebook Insights
Favro
An Overview of Unito's Favro Integration
Installation Instructions: Favro
Unsupported Features: Favro
Freshservice
An Overview of Unito's Freshservice Integration
Unsupported Features: Freshservice
GitHub
An Overview of Unito's GitHub Integration
How to Install and Configure Unito for GitHub
How to Configure GitHub Server for Unito Access
Does Unito Access my GitHub Code Repositories?
GitHub Troubleshooting
How to Limit Access to Specific or Public GitHub Repositories
Which GitHub APIs Are Used?
Unsupported Features: GitHub
GitLab
An Overview of Unito’s GitLab Integration
Should I Connect GitLab or GitLab.com to My Workspace?
Unsupported Features: GitLab
Google Ads
An Overview of Unito's Google Ads Integration
Unsupported Features: Google Ads
Google Analytics 4
An Overview of Unito's Google Analytics Integration
Unsupported Features: Google Analytics
Google Calendar
An Overview of Unito's Google Calendar Integration
Unsupported Features: Google Calendar
Google Contacts
An Overview of Unito's Google Contacts Integration
Unsupported Features: Google Contacts
Google Forms
An Overview of Unito's Google Forms Integration
Unsupported Features: Google Forms
Google Sheets
An Overview of Unito's Google Sheets Integration
How To Add the Unito Add-on To Google Sheets
Best Practices and Tips for Unito's Google Sheets Integration
How to Sync Google Sheets Formulas with Unito
How To Add Status Tracking to Your Google Sheets Flow
Unito’s Add-On for Google Sheets: Security and Permissions
Unsupported Features: Google Sheets
HubSpot
An Overview of Unito's HubSpot Integration
Unsupported Features: HubSpot
Intercom
An Overview of Unito's Intercom Integration
Unsupported Features: Intercom
Jira
An Overview of Unito's Jira Cloud Integration
An Overview of Unito's Jira Data Center Integration
An Overview of Unito's Jira Server Integration
Everything You Need To Know About Unito's Jira Cloud Integration
How to Connect Jira Cloud to Unito
Installation Instructions: Jira Data Center
How to Use ngrok to Connect an On-Premise Jira Server or Data Center
How to Create an Application Link in Jira Server for Unito Access
Configuration Options for a Local Jira Server
How to Specify Issue Type for New Jira Issues
How to Sync Jira Epics as Parent Tasks
What Permissions are Required for Jira Users?
Unsupported Features: Jira
Jira Service Management
An Overview of Unito’s Jira Service Management Integration
How to Connect Jira Service Management Cloud to Unito
Unsupported Features: Jira Service Management
Jotform
An Overview of Unito's Jotform Integration
Installation Instructions: Jotform
Unsupported Features: Jotform
Mailchimp
An Overview of Unito’s Mailchimp Integration
Unsupported Features: Mailchimp
Meistertask
An Overview of Unito's MeisterTask Integration
Unsupported Features: MeisterTask
Microsoft Excel
An Overview of Unito’s Microsoft Excel Online Integration
How To Install the Unito Add-in for Microsoft Excel
Best Practices and Troubleshooting Unito’s Microsoft Excel Integration
Unsupported Features: Microsoft Excel
Microsoft Outlook
An Overview of Unito's Microsoft Outlook Integration
Unsupported Features: Outlook
Miro
An Overview of Unito's Miro Integration
Unsupported Features: Miro
monday.com
An Overview of Unito's monday.com Integration
How to Add Unito to Your monday.com Projects
Unsupported Features: monday.com
MySQL
An Overview of Unito's MySQL Integration
Unsupported Features: MySQL
NetSuite
An Overview of Unito's NetSuite Integration
Installation Instructions: NetSuite
Unsupported Features: NetSuite
Notion
An Overview of Unito’s Notion Integration
How To Add Notion to Your Unito Workspace
Unsupported Features: Notion
Pipedrive
An Overview of Unito's Pipedrive Integration
Unsupported Features: Pipedrive
PostgreSQL
An Overview of Unito's PostgreSQL Integration
Unsupported features: PostgreSQL
Rovo
An Overview of Unito's Rovo Integration
Salesforce
An Overview of Unito's Salesforce Integration
How to Connect Salesforce to Unito
Unsupported Features: Salesforce
ServiceNow
An Overview of Unito's ServiceNow Integration
List of ServiceNow Fields Supported by Unito
Connect ServiceNow to Unito using OAuth 2.0
How to Find ServiceNow Fields
How to Implement Unito for ServiceNow
How to Set Up a Unito Service Account in ServiceNow to Sync Records
How to Sync Status or Choice Fields in ServiceNow
How to Sync Work Notes or Public Comments in ServiceNow
Unsupported Features: ServiceNow
Slack
An Overview of Unito's Slack Integration
How to Set Up a Unito Flow for Slack
Unsupported Features: Slack
Smartsheet
An Overview of Unito's Smartsheet Integration
How To Install Unito's Smartsheet Integration
Unsupported Features: Smartsheet
Snowflake
An Overview of Unito's Snowflake Integration
How to Install Unito's Snowflake Integration
Unsupported Features: Snowflake
Stripe
An Overview of Unito's Stripe Integration
How to Install Unito's Stripe Integration
Unsupported Features: Stripe
SurveyMonkey
An Overview of Unito's SurveyMonkey Integration
Unsupported features: SurveyMonkey
Teamwork
An Overview of Unito's Teamwork Integration
Installation Instructions: Teamwork
Unsupported Features: Teamwork
Trello
An Overview of Unito's Trello Integration
How To Customize the Way Trello Lists Sync With Other Integrations
How to Manage Notifications in Trello
How to Sync and Filter Trello Custom Fields
How to Undo Mistakes in Trello with Unito's Rules
Unsupported Features: Trello
What’s the Difference Between Unito's Trello Power-Ups?
What is 2-Way Card Mirror Plus?
How Does Unito's Mirror Pricing Work?
How to Install Unito’s Trello Power-Ups
How to Create Flows From Within Unito's Trello Power-Ups
Does the Mirror Power-Up for Trello Support Custom Fields?
How to Remove and Archive Mirrors
Can You Mirror One Card To Multiple Boards?
How to Use the Mirror Power-Up for Trello
Trello's Mirror Cards or Unito's Mirror Plus Power-Up?
What Information can be Mirrored?
How to Use a Service Account (or Bot User) with the Mirror Power-Up
Typeform
An Overview of Unito's Typeform Integration
Unsupported Features: Typeform
Wrike
An Overview of Unito's Wrike Integration
A Guide to the Wrike Sync Add-On
How to Sync Custom Item Types in Wrike
Why Are Items Always Assigned to a Sync Bot Account in Wrike?
Unsupported features: Wrike
Wrike DataHub
An Overview of Unito's Wrike DataHub Integration
Unsupported Features: Wrike DataHub
Xero
An Overview of Unito's Xero Integration
Unsupported Features: Xero
Zendesk
An Overview of Unito’s Zendesk Integration
Installation Instructions: Zendesk
How to Sync Zendesk Public Replies
Unsupported Features: Zendesk
Zoho Projects
An Overview of Unito's Zoho Projects Integration
How to Set Up a 2-Way Zoho Projects Flow
Unsupported Features: Zoho Projects
Using Unito
Basic Guides
Syncing Subtasks With Unito
How to Sync Labels and Tags Effectively in Unito
How to Sync File Attachments
Are Custom Fields Supported in Unito?
A Guide to Flow Status
What Are Items in Sync?
What Are Rate Limits?
Advanced Guides
A Guide To Advanced Manual Options
How Unito Flows Automatically Recovers From Downtime and Errors
Unito Activity Stream: Your Window into Integration Operations
How To Boost Flow Performance With earliestModifiedSince
How To Stop Syncing Closed Items Without Archiving Them
How to Sync Flow Changes Across All Historical Work Items
How to Track Tickets, Issues, or Records by Syncing Numbers to Task Titles
How to Sync User @Mentions and get Notifications From the Right Tool
Which Integrations Support Webhooks?
What Is Contact Merging?
What is the Most Recent Activity Log?
Tool Pairings
Asana + GitHub Integration
Asana + Jira Integration
Asana + Trello Integration
Asana + Xero Integration
Bitbucket + Asana Integration
Bitbucket + Jira Integration
Bitbucket + Trello Integration
ClickUp + Jira
GitHub + Trello Integration
GitLab + Asana Integration
GitLab + GitHub Integration
GitLab + Jira Integration
GitLab + Trello Integration
GitLab + Wrike Integration
HubSpot Deals + Trello Cards
Jira + Basecamp Integration
Jira + GitHub Integration
Jira + Trello Integration
ServiceNow + Jira Integration
Wrike + Asana Integration
Wrike + GitHub Integration
Wrike + Jira Integration
Wrike + Trello Integration
Zendesk + Asana Integration
Zendesk + Basecamp Integration
Zendesk + Bitbucket Integration
Zendesk + GitHub Integration
Zendesk + GitLab Integration
Zendesk + Jira Integration
Zendesk + Trello Integration
Zendesk + Wrike Integration
Troubleshooting
Connection Errors
Why Can’t I Find My Block of Work?
Troubleshooting Shared Connector Errors
Troubleshooting an Unreachable Domain Error
Connector Specific
How to Re-Authorize Unito Access in GitHub
GitHub Issue Deleting: Can I Delete An Issue From a Synced Tool?
Unito’s Full Guide to On-Premise Installations for GitHub or GitLab
Troubleshooting a URL Mismatch Error When Connecting Jira
Troubleshooting "The Jira Instance Does Not Allow Unassigned Issues"
Troubleshooting Unito's Google Sheets Integration
Troubleshooting the Mirror Power-Up for Trello
Best Practices and Troubleshooting Tips for Unito's Trello Integration
Fixing the "You cannot mirror between these two boards because a Unito flow exists between the." Error
Field Mapping
How to Fix the “Incompatible Text Formats” Error
Sync Issues
How to Fix Common Unito Connection and Sync Issues
Why aren't my items syncing?
Why Aren't My Closed or Archived Tasks/Issues Syncing?
How to find an item's URL in Unito
Other Errors
Common Error Messages and How to Fix Them
Billing and Plans
Pricing
How Does Unito's Pricing Work?
What's Included in the Unito Trial?
How To Choose Your Unito Plan During a Trial
Why Can’t I Pick a Plan at the End of My Trial?
What Are Active Users?
How to Estimate Your Items in Sync
How to Manage Your Items in Sync Count
What Is a Premium Integration?
What's Included in Unito's Enterprise Plans?
How Are Flows Affected When I Change Unito Plans?
When (And Why) Your Unito Plan Will Be Automatically Upgraded
Account Management
How to Add People to Your Unito Workspace
What Is the Difference Between an Admin and a Member?
Managing your Unito Account
How to Change Account Ownership
How to Get Your Unito Receipts
How to Close Your Unito Workspace
Security and Privacy
An Overview of Unito's Security Measures and Protocols
User Permissions Required by Unito
How To Add Multi-Factor Authentication to Your Unito Workspace
How to Enable SSL/TLS Client Certificates (Mutual TLS/mTLS)
How to Enable Third-Party Cookies for Unito Access
HTTPS and Port Requirements for Securely Connecting Your Server
Unito and Global Privacy Laws (GDPR, CCPA, Loi 25)
What IP Addresses Does Unito Use?
What is Unito's Content Deletion Policy?
GitHub
Google Forms
An Overview of Unito’s Google Forms Integration
Unsupported Features: Google Forms
