This backlog might be IT’s responsibility, but it’s not their fault. It’s caused by a structural problem. According to a market study by IDG and TeamDynamix, 89% of businesses have a data integration backlog, even if they rely on third-party support.

The demand for integrations grows with every new tool the company adopts, but IT’s headcount doesn’t. Your backlog is the gap between these two trends.

Here’s why, and what you can do about it.

Why your integration backlog keeps growing

Organizations use an average of 106 SaaS apps. Even if each app only had to integrate with a single other app, the number of integrations you need scales exponentially. While a lot of these apps have built-in integrations with logical pairings (e.g., Jira and Azure DevOps), they can’t cover every integration request. Either the tools you need to integrate just aren’t available or the integrations themselves aren’t deep enough (i.e., they don’t support enough fields or actions).

It goes beyond the sheer number of integration requests, though. Most requests are rarely one-and-done. A seemingly simple request to pair Asana and Jira, for example, might spawn sub-requests like syncing statuses or supporting custom fields. When the scope of each request has the potential to grow from a few hours to a workday to even a full week, it’s hard to properly gauge the depth of your backlog, and it’s growing that entire time.

Another key factor contributing to that growth? Repetitive requests. Most of the integrations you get follow the same essential pattern (e.g., connecting one project management tool to another). But without a system for recognizing these patterns, there’s no efficient method for systemizing or templating your response to them. You have to address every integration request from scratch, like it’s completely distinct from the others. That leads to a lot of lost time spent on these requests.

Finally, when integration requests sit in your backlog for too long, the original requester typically figures out a workaround. But these workarounds (e.g., CSV exports, rogue automation accounts) can create technical debt as they lead to more problems than solutions. For example, an automation that IT never approved could accidentally edit fields in an Asana project and delete critical information. Then IT gets a ticket to fix the problem (which takes resources away from the initial integration request).

These factors, combined, create a perfect storm for a never-ending integration backlog.

Why hiring doesn’t solve the backlog

If your backlog is constantly growing, the solution is to keep hiring IT professionals, right? Not quite. Finance sees IT as a cost, and that cost can’t easily be linked with revenue generation. Everyone knows IT keeps the company running. But tying additional headcount to revenue growth is a harder sell. Hiring to fix your integration backlog is an uphill battle right out of the gate.

Even if you get the headcount you think you need, you won’t see a lasting impact on your integration backlog. Even a full-time integration engineer can make a dent in it but not fully address it. The rate at which your backlog grows can outpace that engineer’s work, meaning hiring can’t eliminate the backlog.

Engineers can create custom-built integrations to address integration requests, and some of them can even handle batches of requests. But every custom integration creates a maintenance burden, until most of an engineer’s time is spent maintaining existing integrations rather than addressing new integration requests.

That doesn’t mean you shouldn’t hire integration engineers. You need the headcount to address complex, mission critical integration needs — not for every Jira-to-Asana integration request. Hiring more engineers doesn’t address the core issues behind your growing backlog.

Why enterprise iPaaS isn’t the answer for most teams

When you start searching for a non-hiring solution to your integration backlog, enterprise iPaaS like Workato, Boomi, or MuleSoft quickly start coming up. But while these platforms have deep customization and tooling that IT teams can appreciate, they’re rarely the right solution for solving your backlog problems.

Most integration strategy advice is directed at a specific kind of problem: merging tech stacks, usually after a merger or acquisition. IT teams have to bridge the gap between two sets of tools while minimizing impacts on existing workflows. An enterprise iPaaS becomes the connective tissue between these two, potentially very different, stacks. But it’s not the right solution for a backlog with 40 integration requests, all covering the same tool stack.

For one, only IT has the keys to these platforms, making them a bottleneck in the queue you’re trying to clear. If you don’t have an engineer who knows how to use Workato, you’ll need to compensate for the learning curve involved before you start seeing a return on your investment in this platform. And that investment can be significant. Enterprise iPaaS is priced for enterprise organizations, which can put it out of reach for most IT teams.

Finally, enterprise iPaaS is overkill for most integration requests you’re actually dealing with. A temporary project involving two project management tools doesn’t need the robust customization — or lengthy implementation times — of an enterprise iPaaS.

The self-serve model: Shift from building to approving

With neither hiring nor enterprise iPaaS being the right approach to attacking your backlog, what’s left? Self-serve. Instead of IT building every single integration the rest of the company needs, IT is the gatekeeper. They review requests and hand the keys off to the initial requester if their request is appropriate. In practice, that means they get access to a no-code platform, easy enough for anyone to use, with guardrails set up by IT.

That comes with significant advantages. Your backlog transforms from tasks requiring build time to a list of approvals. Approving an integration will always be faster than building one, meaning this shift addresses the core issue behind your growing backlog rather than just trying to keep up with requests. There’s also less back-and-forth between IT and requesters, since requesters know what they need to build.

A robust integration governance framework allows IT to keep control over how integrations get built without building them all. This is a framework with four essential elements:

1. Authentication, which validates which tools can and can’t be integrated.
2. Authorization, defining which fields and work items can be synced.
3. Validation, pre-approving integration patterns by tool pairing and use case.
4. Audit, building visibility into your integrations so IT can audit them when things go wrong.

Many companies with a self-serve model ignore this framework. While self-serve tools are incredibly powerful for business users, using them without any oversight can create more problems than it resolves. Sure, you’ve offloaded your integration backlog, but you’ve created a potential deluge of IT tickets for troubleshooting problematic integrations or isolating data breaches. But with the right framework, self-serve integration platforms are the vehicle for dealing with your backlog.

What to look for in a platform that enables this

Not all self-serve integration platforms are created equal. The right platform has to strike a balance between ease-of-use for business users and control for IT. Here’s how you can evaluate these platforms.

No-code configuration

If an integration platform requires coding, it’s not truly self-serve. Users throughout the company need to be able to build integrations without help from a developer.

Centralized authentication

IT needs to hold the keys for the integration platform you use, without needing to authenticate accounts on an individual basis. Security measures like role-based permissions and single sign-on can help IT maintain control of integrations without excess admin work.

Field-level permissions

Just because IT approves a specific tool for an integration doesn’t mean all the data in it should be synced. Field-level permissions gives IT an additional layer of control, so they can still empower business users to build their own integrations without accidentally syncing sensitive data.

Two-way sync capability

A two-way sync keeps data consistent across multiple tools automatically, rather than requiring distinct automations for each direction. Most no-code automation tools support one-way automation, which is enough for simple workflows or one-time data transfers. A two-way sync can support more integrations without extensive IT or development work.

Audit trails and activity logs

A self-serve model requires auditability. That way, IT knows who built an integration and where to start if something goes wrong. It also gives them more visibility on the data flowing between tools, ensuring no one is syncing sensitive data.

Pre-built connectors

Pre-built connectors and pre-configured flows allow users to get their integrations up-and-running quicker. It also allows IT to approve integrations faster, since they meet pre-approved templates.

How Unito clears the backlog

Unito is a two-way sync platform with the deepest integrations for 60 of the most popular tools on the market, from Asana to Jira, ServiceNow to Google Sheets. You can set up a no-code flow in minutes, centralize authentication and data security, and build a foundation for integration governance.

By making Unito your one, central platform for software integration, you can start clearing your integration backlog by shifting to a self-serve model without sacrificing data security and best practices.

Take control of your backlog

Your integration backlog isn’t going away. Teams are going to keep adopting new tools. New workflows will need new integrations. You won’t build your way out — you’ll just keep falling behind. Shift to a self-serve model with the right tools, and you’ll actually be able to manage the backlog.

Want to see the kinds of integrations a platform like Unito can support? Check out these use cases.

View the full article

IT isn’t the problem. Neither is the volume of requests. Most organizations default to an approach that breaks as they scale. If you build every integration from scratch, you get overwhelmed as you scale. If you hand everything off to an automation tool like Zapier, you have to deal with shadow IT as business users handle requests autonomously with no visibility from IT. Even enterprise iPaaS like Workato are heavy on implementation and learning curves, meaning it can take significant time for them to get up and running.

Your finance team doesn’t approve every reimbursement one by one, nor do they let everyone spend whatever they want, whenever they want. They set spending limits, define approved vendors, and require receipts.

You can have a similar framework for integration governance. Here’s how.

The four-layer integration governance framework

Layer 1 – Authentication: Who can connect what

Authentication is the foundation for your integration governance framework. This is both about defining which tools can and can’t be integrated as well as managing the actual keys (e.g., OAuth scopes, API tokens) involved in integrating these tools. Business users never get access to these keys.

This foundation creates the approach you’ll use throughout this framework: balanced restriction. You don’t want your IT team to have to approve every integration request one by one, but you also don’t want business users to integrate anything and everything at will.

Most self-serve automation tools handle authentication at the individual user level. This gives IT teams little visibility on who’s connecting what, unless they put work into building a reporting layer on top of these tools. Not only that, but credentials and API tokens are scattered across any number of user accounts, spreadsheets, and post-it notes. Revoking access — because someone leaves or changes roles — is complex, if not impossible.

An integration governance model centralizes authentication. At the very least, IT defines which tools can and can’t be integrated, as well as how they should be integrated (i.e., defining access and guidelines). Ideally, though, the IT team should use whatever integration platform the organization has chosen to configure integrations, defining the access levels each integration should have. This gives business users a jumping off point to set up connections without needing the kind of configuration that introduces security risks.

Layer 2 – Authorization: What data can be integrated

This layer is to integrations what role-based permissions are to access control. Authentication is about determining which tools can be integrated and how. Authorization is about defining what data can be integrated. That can be on a field-by-field basis or project by project. For example, in CRMs with a significant amount of customer data, your integration governance framework would determine what data can be synced out of your CRM. In most self-serve integration platforms, there’s no built-in ability to restrict the fields or projects a user can sync, leaving IT with the task of building a framework for doing so.

Another element of authorization? Sync direction. Two-way sync tools can both push data exclusively from tool A to tool B or back-and-forth between them. That said, some workflows shouldn’t be two ways (e.g.,  working with external vendors). Your governance framework should also cover which workflows can involve two-way syncing, down to the field level.

The challenge is many of these guidelines need to be context-specific. Syncing customer data out of your CRM to a vendor’s project management should be restricted; the same isn’t true when syncing data internally.

Layer 3 – Validation: Which patterns are approved

Once you’ve determined which tools and which fields can be integrated, your framework can establish pre-approved integration patterns business users can follow when setting up their integrations. So instead of constantly approving and building integrations between a project management tool and a CRM, IT can approve the template once, defining which fields can and can’t be synced, and make that template available to business users — who set up the integration themselves through the platforms you’ve already approved. Any integration needs that would require a new pattern go through IT review, after which they can be deployed rapidly.

Without this layer in place, IT has to validate every integration request one by one. This creates a massive backlog that will never meaningfully decrease, since your organization’s integration needs will always increase as it grows. Many of these requests will be variations on the same basic tool pairings, meaning they would be easy to approve in batches.

For this layer, ensure that you have robust documentation describing approved templates and a system for submitting requests. From there, business users can consult and deploy approved templates instantly.

Layer 4 – Audit: What happened and who did it

Once your organization reaches a certain size, you need audit trails for everything. If you can’t name every integration your organization runs from memory, you need auditable processes. Integrations are no different.

IT needs visibility into who builds integrations, how they’re built, and the tools they’re integrating. They need a record of modifications made to these integrations, the data flowing through, and more. That means dedicated, detailed change logs. Screenshots of an integration builder aren’t enough.

An audit trail gives your team what it needs to actually govern the way you manage integrations. It gives you data to confirm that policies are actually happening in practice, but it also gives you a foundation for investigating anything that breaks. Not only that, but it’s often essential for complying with data security frameworks like SOC 2 or GDPR.

Without auditability, nobody knows what to do when an integration breaks. The people relying on that integration have half the story while IT has the other half. But those halves don’t always match up without some serious investigation.

So how do you make your integrations auditable? First, every integration needs an owner, and that ownership needs to be documented. Next, ensure the integration platform you use logs changes, updates, and issues with timestamps and user attribution. That allows IT to pull reports of active integrations whenever there’s an issue — or just a compliance check — with full detail. Everything from authentication events to authorization changes and pattern approvals should contribute to these reports.

How Unito supports integration governance

A centralized platform for all your integrations streamlines integration governance. Even better when that platform has enterprise-grade security built into the self-serve model.

That’s where Unito comes in.

Unito is a two-way sync solution with deep integrations for some of the most popular tools on the market, whether that’s project management apps like Asana, software development tools like Azure DevOps, or ITSM platforms like ServiceNow. It syncs data back and forth between them in real-time, and its integrations are easy enough to build that business users can set them up in minutes.

But it also comes with enterprise-grade security measures, from audit trails for each flow to a developer platform for deep customization.

Take control of your integrations

Integration governance doesn’t mean sacrificing IT control for business-user autonomy — or vice-versa. It’s a model you build to address your integration backlog without sacrificing integration quality, prevent data breaches, and give business users the autonomy they need without the risks they don’t. It requires using the right tools, creating the right policies, and giving business users more autonomy without falling into shadow IT.

As SaaS tool counts continue to grow, so will your integration backlog. Build your integration governance framework now and reap the benefits later.

[book a demo CTA]

FAQ: Integration governance for business users

Who owns integration governance, IT or operations?

Integration governance is co-owned by IT and ops teams. IT sets the initial guardrails for integration by determining what can and can’t be synced, choosing tools used for these integrations, and managing credentials. Ops teams are responsible for the day-to-day configuration of integrations, including the identification of new integration needs. The governance breaks down without collaboration between these two business functions.

What’s the minimum viable integration governance framework?

Authentication and authorization are essential elements of a minimum viable integration governance framework. Authentication allows IT to control which tools can be integrated while authorization breaks down what data can and can’t be synced. This prevents rogue credentials and unintended data exposure.

What happens when an integration breaks and nobody knows who owns it?

When an integration has no clear owner, a few things will happen:

• It takes longer to find out the integration is broken.
• IT has to reverse-engineer the integration to figure out who built it and why it broke.
• IT has to investigate the needs solved by the integration all over again, so they know which teams and projects are affected.

That’s why clear ownership and audit trails are essential. An integration’s owner doesn’t have to be responsible for fixing it themselves, but they can answer any questions that come up when it breaks.

Can business users accidentally expose sensitive data through self-serve integrations?

Absolutely, and surprisingly easily. Fields containing sensitive information are rarely protected with self-serve integrations, since most of them require significant permissions from every user. An authorization layer managed by IT is essential for preventing data breaches or exposure.

What’s the difference between integration governance and just using an iPaaS?

An iPaaS centralizes your integrations, allowing you to build them all in a single platform, usually without writing a single line of code. While using an iPaaS can make governance easier, it doesn’t completely replace it. Integration governance covers how you use integrations, no matter how they’re built.

View the full article

Nothing.

None of the work happening in Jira gets sent back to ServiceNow. Frontline agents looking for updates need to ping developers in alternate channels (e.g., chat apps, email). Developers needing additional content send messages to support agents through these same channels, waiting for a reply before any more work gets done.

Automations can bridge the gap between tools, but it’s a temporary bridge. It stops as soon as a work item goes through or a single update is pushed over. The problem isn’t that you chose the wrong tool. It’s that the approach you use — trigger-based, one-way automation — is fundamentally incapable of keeping two systems in sync.

Here’s why.

The trigger-action model was built for notifications (not sync)

Popular automation tools like Zapier and Make use the same basic technology. A user chooses a trigger in one tool (e.g., a new ticket being created) and an action in another (e.g., creating a work item in Jira). The tool then repeats that action automatically every time the trigger happens. But as soon as the action is performed, that’s it. Every automation only pairs a single trigger with a single action. That’s why most teams using these tools have multiple automations running between tool pairings.

Here’s why that matters in incident response:

• No relationship: Automations can push an escalated incident from ServiceNow to Jira and create a work item there, but they don’t form any relationships between the two. They’re two copies of the same information, but only the information that was there when the first item was initially created.
• Priority inconsistency: If the priority of an incident in ServiceNow changes, nothing changes in Jira, and vice-versa. That means as soon as the automation runs its course, context stops flowing between developers and support agents.
• Automation risks: You can use automation tools to achieve something approximating two-way updates, but that requires multiple automations. At least one to push data from tool A to tool B and at least one more to move data from tool B to tool A. Using multiple automations creates potential risks like infinite loops and silent failures.
• API update issues: AI updates in either tool you’re automating can break an automation chain. That’s why many of these platforms automatically disable your automations when a long sequence of errors occur, usually due to API changes.

Why custom integrations don’t scale either

When one-way automation fails, many teams choose to build their own integrations. They’ll either dedicate internal technical resources to do this or work with third-party experts. It’s more expensive than relying on one-way automation tools but, in theory, can lead to a solution that’s a better fit for your workflow.

But custom integrations have their own pitfalls.

The tools you integrate are constantly changing. API updates don’t affect your custom integrations any less than automation tools. The difference? You’re now responsible for updating your integrations accordingly. The sequence quickly becomes:

• An integration breaks.
• You investigate and find out about an API update.
• You dedicate technical resources to updating your integrations accordingly.

You might get more functionality, but there’s a greater total cost of ownership (i.e., the costs you pay for an integration beyond a subscription or contract). And that’s only for API updates. You’ll deal with other ongoing maintenance costs to keep your integrations running smoothly as your workflows evolve.

Maintenance is far from the only problem with custom integrations, however. If you’re using custom scripts to bridge the gap, you won’t have the same built-in logic that dedicated two-way sync platforms have. That means you’ll deal with overwritten or duplicated data any time both systems are updated simultaneously. Similarly, your custom scripts don’t have the same security that third-party integration tools do, like access controls, audit trails, and two-factor authentication. That makes them a potential weak point in your security chain.

What a stateful bidirectional sync can achieve

Stateful synchronization goes beyond automation tools. When an automation tool automatically creates a new work item, it just creates a copy of the original. There’s no link between the two items. Stateful synchronization, on the other hand, builds relationships between work items, continually updating them as you work. A bidirectional stateful sync ensures that happens in both tools. Here’s a breakdown of the differences between automations and two-way, stateful sync.

	Trigger-based (Zapier, Make)	Stateful sync (Unito)
Connection type	Stateless (fires once per event)	Persistent (maintains live link between work items)
Direction	One-way (Tool A → Tool B)	Bidirectional (Tool A Tool B)
Sync on update	Requires additional automations	Automatic
Conflict handling	None (Risk of infinite loops or overwrites)	Rules-based resolution
Historical data	New items only	Full historical data support
Field depth	Limited (usually one field per automation)	Custom field mapping
Sub-item support	Limited
Maintenance	Can break with API changes	No user-side maintenance

A two-way, stateful sync gives support agents and developers complete context when they collaborate, ensuring nothing gets left behind.

What this looks like for incident response

Let’s use an example of a common incident response workflow to see how a two-way, stateful sync powered by Unito impacts the way your teams work. In this example, ServiceNow is the frontline system, while Jira is where developers work on escalated issues.

1. A priority one incident is logged in ServiceNow. A Unito rule spots the criteria that qualify the incident for escalation (e.g., a specific caller, a certain level of urgency).
2. Unito creates a Jira issue with full context: priority, description, affected customers, SLA timers, and relevant comments.
3. An engineer updates the status in that Jira issue to “In Progress.” Unito syncs that change to ServiceNow automatically, so support agents know the incident is being worked on.
4. After an initial investigation, the engineer adds a comment in Jira describing the cause of the incident. That comment appears in ServiceNow.
5. An agent, after receiving a call from an impacted customer, adds further details in ServiceNow. Unito syncs them to Jira.
6. When developers finish their work, they close the relevant Jira issue. Unito automatically moves matching ServiceNow records to “Resolved.” The SLA timer stops. No manual handoffs required.

A one-way automation tool stops at step one. It pushes a ServiceNow record to Jira and that’s it. Any updates or additional context that happens after that needs to be sent through another channel, like email, or copied and pasted manually between tools.

Getting started

Switching away from a familiar tool can feel risky. You’re not sure what you’re getting into and you don’t want to risk any downtime for essential workflows. But a two-way sync can completely transform the way your teams work, making the leap more than worth it.

FAQ: One-way automation in incident response

Can Zapier do two-way sync?

No. Zapier is an automation tool that uses trigger-action logic to push data in one direction. You can build something approximating a two-way sync with Zapier by chaining multiple automations together, so data gets pushed in both directions. But this creates risks like infinite loops, where Zapier automations trigger each other until you stop them manually. It also increases the maintenance required to manage your automations. A true two-way sync platform like Unito handles this natively with conflict resolution and persistent record syncing.

How long does it take to replace a Zapier integration with Unito?

Unito users set up their first integration in around 12 minutes. Because you can replace several Zaps with a single Unito flow, you can save a ton of time when you make the switch. Additionally, Unito flows don’t require the same kind of ongoing maintenance that Zaps do.

What happens to existing data when I switch from Zapier to a sync platform?

Unlike most automation solutions, a sync platform can easily detect and sync historical data. That means all the work items and data Zapier moved between tools can be synced with your new sync platform. A single flow between two tools can replace multiple automations, making the transition even smoother.

Is stateful sync overkill for simple integrations?

A stateful sync maintains a persistent relationship between work items in multiple tools. For workflows like incident response, that ongoing relationship is essential to maintain full context for all teams involved. But for truly simple, one-way transfers (e.g., sending notifications to Slack when a ticket is submitted) than trigger-based automations are perfectly fine.

Does bidirectional sync work with ServiceNow and Jira?

Yes, Unito offers connectors for both ServiceNow and Jira, allowing you to build integrations between them. You can sync most fields, including priority, status, comments, and custom fields. Unito also supports other popular connectors for incident response, including Azure DevOps, Asana, Zendesk, and HubSpot.

View the full article

But with Unito’s Jira-Salesforce integration, your teams can work together seamlessly, with all the data they need right at their fingertips in the tool of their choice. In this guide, you’ll learn how to build the Unito flow you need to make this happen.

What is a Jira-Salesforce integration?

A Jira-Salesforce integration is a piece of software that bridges the gap between these two tools, pushing data between Jira projects and Salesforce workspaces. Some of these integrations are built right into Jira and Salesforce, while others are third-party apps that support hundreds of other integrations.

Why integrate Jira and Salesforce?

Integrating Jira and Salesforce improves visibility between software teams and salespeople while eliminating manual administrative work (e.g., copying and pasting status updates) and inefficient alignment meetings. Stakeholders in sales and engineering also get better reporting, as data in both Salesforce and Jira can be represented in their dashboards and reports.

Common integration approaches

Teams working across Jira and Salesforce have a few options when integrating these two tools:

• Native connectors like Salesforce’s MuleSoft, which have the advantage of being built right into the tools you’re already using. Some come at an extra cost, while others are included in your main tool subscription.
• Marketplace apps like Appfire on the Atlassian Marketplace, which can vary in their effectiveness and integration depth.
• Custom API work, which requires using internal development resources or contracting development work out to third parties.
• Two-way sync platforms like Unito, which sync data back-and-forth in real-time. These platforms can typically be deployed in days, compared to other apps which can take months.

Overview

• Tools: Jira and Salesforce
• Use cases: Ticket escalation, product management, software development
• Great for: Sales, customer success, software developers, product managers, RevOps

Unito’s two-way sync integration for Jira and Salesforce allows users of any technical background, from product managers to software developers and team leads, to sync Jira issues with Salesforce objects. This integration syncs updates back and forth between both tools, creates new work items, and can even automate repetitive actions. This in-depth guide shows you how that’s done.

Use case overview

Salesforce is the operations center for your sales efforts, post-sales support, and whatever work needs to happen to get and keep customers. But if you’re selling products and services that require technical work from software developers and other specialists, your sales team will need to tag them in. In most organizations, that happens through a mess of emails, Slack messages, and offline requests. That makes it tough to keep track of what’s happening unless someone manually copies data between Salesforce and Jira.

With a Unito integration, you can automatically pair Salesforce cases with Jira issues, streamlining collaboration between these two teams.

Setup in Jira

If you’re connecting Jira to Unito via OAuth2, then simply follow the on-screen instructions when adding your account for the first time:

Not using OAuth2 to connect your Jira Cloud workspace? You’ll have to set your Jira contact email visibility to anyone in your Jira profile page. Then, you’ll have to set up an application link in Jira to sync your issues to Salesforce.

If you’re connecting an on-premise Jira Server instance to Unito, you’ll need to follow this guide. You can also use ngrok to connect Jira Server to Unito.

Step 1. Connect Salesforce and Jira to Unito

1. Go to the Unito App and click +Create Flow.
2. Click Start Here to start connecting Jira and Salesforce.
3. Choose the accounts you want to connect.
   • When you connect a tool for the first time, you’ll need to authorize it in Unito so your work items sync over properly.

Here’s what the tool connection screen in Unito looks like once you’ve connected Jira and Salesforce.

If you ever need to connect more Jira projects to Salesforce, you can just duplicate this flow once it’s done, modifying it as needed.

Step 2. Set a flow direction between Jira and Salesforce

In Unito, flow direction controls where new work items are created. In this case, that means Jira issues and Salesforce cases. When setting flow direction, you have three options:

• 2-way, which creates new Salesforce cases and Jira issues to match work items created in either tools.
• 1-way from Salesforce to Jira, which creates new Jira issues to match Salesforce cases you create manually. Creating Jira issues manually won’t create new Salesforce cases.
• 1-way from Jira to Salesforce, which creates new Salesforce cases to match Jira issues that are created manually. Creating Salesforce cases manually won’t automatically create new Jira issues.

Note that this only affects the creation of work items, not the direction of updates for individual fields (e.g. due dates, assignees, comments). Even if you create a 1-way flow, you can tailor the flow direction of individual fields in the last few steps of this guide.

Step 3. Set rules to sync specific Jira issues and Salesforce cases

Think of rules like filters. They allow you to tailor your flows so only some work items get synced between Salesforce and Jira. For example, you could decide to filter out any Jira issues with a certain status (like Completed) or a specific label (like Level 1 for a support ticket).

To start creating a rule, click Add a new rule. From there, you can choose what will trigger that rule and what will happen when it is triggered.

You can learn more about setting rules here.

Step 4. Map fields for your Jira-Salesforce sync

When it’s time to map your fields, you have two options. Click Map automatically to let Unito do all the work for you — which works for most use cases. If you want more precise control over your mappings, you can click Map manually to start mapping fields from scratch. Note that even if you let Unito map your fields automatically, you can customize them after.

If you map your fields automatically, you’ll see something like this.

You can click +Add mapping, then Select a field to sync additional fields. Unito will automatically suggest compatible matches for any field you add through a drop-down menu.

Fields with cog icons can be customized further (e.g. linking specific labels between apps).

Step 5. Launch your Jira to Salesforce integration

That’s it! You’ve built your first flow and you’re ready to launch. Once you do, Unito will automatically sync Jira issues with Salesforce cases, keeping all fields updated automatically. Any questions? Don’t hesitate to reach out to our team by clicking the chat bubble in the lower-right corner of your screen!

Common use cases for Jira-Salesforce integration

Teams collaborating across Jira and Salesforce usually start using integrations to cover one or more of these popular use cases:

• Ticket escalation: Support agents in Salesforce can’t always resolve the tickets sent to them. When they need to escalate a ticket to developers, crucial context often disappears in the gap between the two tools. That’s why the team at Anderson Business Advisors uses Unito to triage and dispatch tickets in Salesforce to developers in Jira.
• Sales-to-engineering handoff: When sales reps close a deal that requires custom development, a Salesforce opportunity needs to turn into a Jira epic so developers can plan work with full context. Unito can automatically create the new Jira epic and keep everything in sync across the two tools, including comments and questions from developers.
• Product release coordination: Salespeople don’t always have visibility on product features as developers work on them in Jira. A Unito integration can turn a shipped feature in Jira into a status update pushed to Salesforce, so the sales team knows what to promote in conversations with prospects.
• Cross-team reporting: Sync Jira sprint data to Salesforce dashboards or sync data from both Jira and Salesforce to a spreadsheet so leaders can get better visibility on software projects and how they contribute to revenue.

FAQ: Jira-Salesforce integration

What Salesforce objects can I sync with Jira?

Unito can sync Jira issues with Salesforce opportunities, tasks, contacts, leads, and cases. Each Unito flow syncs one type of object for each tool.

How long does it take to implement a Jira-Salesforce integration?

The time it takes to integrate Jira and Salesforce depends on the integration platform you use. Pre-built connectors like Salesforce Connector for Jira can be deployed in a few weeks, though more complex iPaaS (integration platform as a service) platforms can take months. Unito’s two-way sync can be deployed within a few hours, whether you have technical knowledge or not.

Why should I integrate Jira with Salesforce?

Integrating Jira with Salesforce allows salespeople and development teams to collaborate more effectively. Whether it’s for planning Jira sprints with context from Salesforce or giving salespeople more visibility on product launches, integrations eliminate manual copying-and-pasting and constant status update meetings.

What workflows does Unito’s Salesforce-Jira integration support?

Unito’s Salesforce-Jira integration can support a number of workflows, including:

• Ticket escalation
• Software development
• Project management
• AI agent integration
• Time tracking and billing
• Record syncing

Which Jira versions does Unito support?

Unito supports Jira Cloud, Jira Server, and Jira Service Management.

Can I sync custom fields between Jira and Salesforce?

Yes, Unito supports syncing custom fields in both Jira and Salesforce. You can map them with other custom fields or standard fields.

Is Unito’s Jira-Salesforce integration bidirectional?

Yes, Unito’s Jira-Salesforce integration is a bidirectional sync by default, turning Salesforce items into Jira work items and vice-versa. Data from both tools also moves back and forth, meaning everyone has access to the same context, no matter where they’re working from.

How does Unito handle Salesforce API limits?

Salesforce limits API access to some plans, meaning that Unito integrations will only work if you use one of these Salesforce plans. Unito flows don’t usually hit Salesforce’s rate limits.

Do I need admin access to set up the integration?

You’ll find a full list of permissions you need to sync Salesforce in this Unito documentation. You don’t necessarily need admin access, but you will need API access, edit rights on any field included in your flow, access to custom fields included in flow, view all data permissions.

To sync Jira data with Unito, you’ll need both project-based and issue-based permissions. You’ll find a full list of these permissions here.

What happens to synced data if I disconnect the integration?

Unito doesn’t delete any of your data, so even if you disconnect an integration, you won’t lose any of the work items it’s created. Unito just won’t sync any new information.

View the full article

Modern organizations use an average of 106 SaaS apps for day-to-day work, strategic planning, and reporting. While that’s slightly down from 112 in 2023 (likely due to AI), it’s still a massive number. When the work you do falls across even a few of these tools, getting a single view on all that work can be a challenge. Integrations powered by an iPaaS give you that visibility and ensures no one ever has to ask “wait, which tool is up to date, again?”

In this guide, you’ll learn how iPaaS works, its benefits, where it’s used, and how it compares to other integration types.

How does iPaaS work?

An iPaaS allows users to set up and deploy integrations for a range of apps from a single platform with little to no technical knowledge. Many iPaaS platforms are no-code, meaning users can use a visual interface with drag-and-drop or dropdown-based features. Some are low-code, meaning that you can achieve most of your integration goals without writing any code, but coding skills get you more out of these platforms.

Whether they expect users to write any code or not, iPaaS tools have these characteristics in common:

• Prebuilt connectors: These platforms close the gap between popular apps using APIs (application programming interface), which translate the data in a tool into something that can be sent to another tool. Prebuilt connectors do that translation, all in a single platform.
• Data mapping and transformation: Data mapping matches data from fields in one tool with fields in another. This can be done automatically, with the iPaaS platform matching similar fields, or manually, to represent more custom workflows. Transformation ensures that data moves consistently, even if it’s slightly different in each tool.
• Trigger-based logic: An iPaaS platform can detect events in each tool and use them as triggers to initiate actions. A work item being reassigned in one tool, for example, could trigger a copy being reassigned in another tool, a new work item being created, or a status being updated.
• Centralized monitoring dashboards: Since an iPaaS is a central platform for managing all the integrations you need, it will usually have some kind of dashboard or reporting features. These allow you to check on the health of your integrations, evaluate your usage, and troubleshoot any issues.

So what does an iPaaS work in practice?

Imagine an organization that sells project management services. The sales team uses Salesforce to track deals and manage conversations with prospects. The team actually delivering the services uses Asana to plan client onboardings. An iPaaS platform can identify a deal in Salesforce the moment it’s marked as won, automatically create a new Asana project to match it, and populate tasks in Asana with essential information already filled in.

Key benefits of iPaaS

The right software integration can completely transform the way your teams work, especially when they come from an iPaaS platform. Here’s how.

No more data silos

Data silos (or tool silos) are much like the agricultural architecture they’re named after: self-contained and difficult to access. When a workflow involves multiple tools, these tools often feel less like links in a chain and more like walls that have to be breached to get to the secrets within. An iPaaS smashes through these silos, keeping data flowing smoothly between tools.

Less manual work

Most workflows that span multiple tools create a significant amount of manual work, from copying and pasting data to constantly switching between tools. Integrations deployed with an iPaaS eliminate much of that manual work without replacing it with the constant maintenance and troubleshooting that comes with other integration solutions.

Faster deployment

Some integrations can take weeks, if not months to deploy. For large organizations that can afford the budget and other resources involved, that kind of slow deployment isn’t an issue. But other teams need the ability to patch holes in their stack when they’re identified, not three months later. An iPaaS gives you a quick, repeatable process for deploying integrations.

Scales with your stack

Most iPaaS platforms offer dozens, if not hundreds of integrations, meaning the platform you use with a small tool stack stays useful even as your stack grows. These platforms typically grow their integration library over time as well, prioritizing new software tools as they become popular.

Centralizes integrations

The ultimate benefit of an iPaaS is its ability to centralize all (or most) of the integrations your teams need in one place. Not only does that mean you’re building integrations with the same process every time, but you can review, audit, and troubleshoot all your integrations in the same place.

Common iPaaS use cases

An iPaaS can be applied to a broad range of use cases. Here are just a few of the most popular.

Coordinated software development

Software development involves specialists working in specialized tools (e.g., GitHub, Azure DevOps), collaborating with project managers and other leaders who spend most of their time in project management tools and similar platforms (e.g., Jira, Asana). An iPaaS can integrate these tools to accelerate sprint planning meetings and give more visibility to everyone involved in a project.

IT service management escalation

IT service management depends on collaboration between developers, engineers, and front-line support agents. Whenever a ticket is escalated, it typically needs to cross from a frontline system (e.g., Zendesk, HubSpot) to a dedicated ITSM system (e.g., ServiceNow). An iPaaS integration allows the ticket to cross that gap without extra manual work or context being lost.

CRM-to-ERP data flow

An ERP (enterprise resource planning) platform usually centralizes most of your workflows in one platform. Your CRM (customer relationship management) tool has the contact information and conversation history for all prospects and customers. Integrating these two platforms unites these two platforms so you have all the information you need no matter where you work. 

Marketing-to-sales handoff

When marketers qualify a lead, it’s advantageous for the sales team to act on it as quickly as possible. But the actual handoff can be messy, since it moves between tools. An iPaaS closes the gap between sales and marketing, ensuring everyone has the exact amount of context as deals move down the sales pipeline.

iPaaS vs. automation tools vs. two-way sync

Popular integration options include iPaaS, automation tools, and two-way sync platforms. Automation tools typically cover a broad range of connectors with simple “if-this-then-that” logic, which makes them broadly applicable but usually more limited in integration depth. Two-way sync tools build relationships between work items with deep mappings and transformation features, keeping data flowing back and forth as you work. Here’s each category in more detail.

iPaaS

Examples: Workato, Boomi, MuleSoft

An iPaaS is an enterprise-grade integration platform that supports hundreds, if not thousands of integrations across both cloud and on-premise tools. These platforms give IT teams and business users a single place for managing all sorts of integrations with pre-built connectors—though sometimes some coding can improve prebuilt connectors. With an iPaaS, users get deep customization, advanced data transformation, one-stop API management, and hybrid deployment options. These platforms can have a high cost, however, with steep learning curves and longer implementation timelines.

Automation tools

Examples: Zapier, Make

Automation tools use simple technology to cover a broad range of actions across thousands of connectors. Need to turn work items in one tool into rows in a spreadsheet? Need a task to automatically move from one section to another when it’s reassigned? These platforms can handle these simple actions and much more. Their main strength is how easy they are to set up and use for most of your tool stack. That said, they can’t handle complex workflows or enable seamless collaboration unless you chain several automations together, which can create significant maintenance requirements.

Two-way sync

Example: Unito

Two-way sync platforms are built from the ground up to sync data between tools back and forth at the work item level in real-time. Whether you’re working across software development tools, ITSM platforms, or spreadsheets, two-way sync tools keep everything up-to-date as you work. These platforms typically offer no-code setup, deep field-level mappings, enterprise-grade security, and more affordable plans than iPaaS platforms.

The integration spectrum: Finding the right fit

No integration solution is one-size-fits-all. Not only does the platform you choose have to support the tools your stack relies on, but elements like technical skills, integration depth, and deployment times need to be evaluated as well. Not sure what you should pick? Here’s a quick framework for making the right choice.

• Pick automation tools when you need one-way task triggers between a few apps. If your integration needs don’t go beyond simple, single actions, than a tool like Zapier or Make will be your best choice.
• Pick iPaaS when you need enterprise-grade integrations and have the technical resources to build and maintain them. On-premise connectivity and centralized API management also require these advanced platforms.
• Pick two-way sync tools when you need bidirectional data consistency at a deep level across systems, whether that’s for ITSM, DevOps, or project management workflows.

Why use Unito for two-way iPaaS

Unito strikes a balance between two-way integrations and enterprise-grade iPaaS. You get deep integrations and advanced security without the lengthy deployment time or coding requirements. With over 60 integrations and true bidirectional sync, Unito stands apart from the integration landscape.

FAQ: What is iPaaS?

What does iPaaS stand for?

iPaaS stands for integration platform as a service. It allows users to centralize all their integration needs in one platform with prebuilt connectors.

Is Zapier an iPaas?

While Zapier could technically be considered an iPaaS, it’s more of an automation tool. It doesn’t have the deep, enterprise-grade integrations that most iPaaS platforms have.

What’s the difference between iPaaS and SaaS?

iPaaS (integration platform as a service) is a type of integration platform. SaaS (software as a service) describes a way software is built and delivered. An iPaaS can be a SaaS product, but not all SaaS products are iPaaS.

View the full article

Zendesk integration is how you get all the data from these disparate tools in one place.

What is Zendesk?

Zendesk is a popular customer service and CRM platform, often the single homebase for customer support, sales, and customer engagement. It’s not uncommon for customer service agents, salespeople, and marketers to collaborate in this platform. With strong AI features, Zendesk can also automate essential customer-facing work, saving teams precious time.

What is Zendesk integration?

Zendesk integration closes the gap between Zendesk and other tools, unlocking new workflows and streamlining existing ones. This allows customer support agents to escalate tickets, salespeople to handoff closed deals, and marketers to plan their campaigns without long email chains or constant meetings.

Zendesk is often integrated with tools like:

• CRM tools like HubSpot and Salesforce.
• Software development platforms like GitHub and Azure DevOps.
• Project management platforms like Jira, Asana, and Smartsheet.
• Other customer support or service apps like ServiceNow and Freshservice.

Why does Zendesk integration matter?

Integrating Zendesk with other tools creates significant benefits for customer support teams, IT, salespeople, and marketers. Benefits like:

• Improved average resolution time: When customer success teams don’t have the context they need, everything from answering a ticket to escalating complex issues to developers becomes slower. That can impact resolution times and other metrics customer success cares about.
• Better visibility on revenue teams: Marketing, sales, and customer success essentially have the same objective. Revenue. But they typically work across different tools. Integrating Zendesk with these tools doesn’t just make their collaboration smoother, it gives revenue leaders a better view on how these functions work together.
• Stronger reporting: Without integrations, customer success leads have to gather data from multiple tools manually to create reports in spreadsheet tools. With Zendesk integrations, you can move data to your reporting solution of choice automatically.
• Increased productivity: The cross-functional work involved in customer-facing workflows usually involves meetings, email chains, and status updates manually copied from multiple tools. Zendesk integrations eliminate the productivity drag that comes from these tasks.

3 types of Zendesk integration

Not all Zendesk integrations are created equal. Some cover basic automations but take only a few minutes to set up and use, with a relatively flat learning curve. Others support a wide range of tools and workflows, but are more complex, or require technical resources to deploy. It’s usually a matter of matching the right integration solution to your workflow.

Built-in Zendesk integrations

Zendesk offers multiple ways to integrate it with other tools, with different learning curves and functionality. Here are a few ways this can be done:

• The Zendesk Support for Jira integration allows business users to set up a basic integration between the two tools.
• App Builder is an AI-powered platform for building apps with natural language (i.e., you write out what you need in plain terms). You get code, UI, and functionality, which can allow you to build basic integrations.
• The Web Widget and SDKs allow developers and other technical users who know Javascript to add Zendesk features like messaging to other platforms.

Automation tools

Automation tools use straightforward technology to automate a wide range of actions across hundreds, if not thousands, of tools. You choose an event that triggers an automation and an action it performs for you. That’s it. These actions are typically simple, like updating a single field or creating a work item (e.g., a Jira issue to match a Zendesk ticket). Once the automation runs, it doesn’t send any further updates to that field or work item. It’ll only run when it’s triggered again (i.e., you change a field or create a new work item).

Examples of popular automation tools include Zapier, Workato, and IFTTT.

iPaaS

An iPaaS platform gives you a single place to build and deploy integrations for Zendesk and the other tools you use. These platforms are generally easier to use and maintain than more complex integration solutions, though this can vary by platform. Some of these tools allow you to build integrations with a simple, no-code interface, while others require some code to get the most out of your integrations.

Examples of popular iPaaS platforms include Unito, Tray.ai, and Boomi.

How to integrate Zendesk with Unito

Here’s a look at how an integration between Zendesk and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect Zendesk and the tool you’re integrating it with to Unito.
2. Choose flow direction: Flow direction tells your Unito flow where you need work items created. Most Unito flows are two-way, meaning they automatically create work items in both connected tools.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want synced or automate certain actions, like automatically assigning new Zendesk tickets it creates. To build a rule, choose a trigger Unito should look for and the actions it needs to take.
4. Map fields: In most flows, Unito can automatically map fields in Zendesk with fields in other tools. From there, you can customize field mappings to match statuses across tools, send data from some fields to fields specific to your workflow, and more.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Want to know more? Check out these tutorials for syncing Zendesk with other popular tools.

• Syncing Zendesk and Wrike
• Connecting Zendesk with Jira
• Integrating Zendesk and Azure DevOps
• Syncing Zendesk with ServiceNow
• Connecting Zendesk and Smartsheet
• Integrating Zendesk with Asana

Challenges to watch out for when integrating Zendesk

Before you pick a method for integrating Zendesk, consider the following challenges.

Deployment times and technical resources

Every integration platform requires some time and resources to deploy and maintain, but the actual amount required varies by platform. Some platforms can be deployed in minutes, with business users able to deploy their own integrations. Others require technical resources to build and maintain, which can happen over weeks and months.

Integration depth

Integration depth refers to the range of actions an integration can automate and the fields it can move data through. Some integration solutions only support a limited range of actions or fields, essentially only giving you a snapshot of work happening in other tools. Other integrations are deeper, meaning you can get most, if not all the data from your tools into other systems. Not every workflow needs deep integrations, but knowing what you need is essential.

Scalability

While simpler integration platforms, like automation tools, are great for first-time users. You can quickly build integrations that support important workflows. But as your needs scale, these platforms often start to struggle. Maintenance requirements increase, until you reach a point where you’re spending more time fixing integrations than they’re saving you. Evaluating integration solutions involves researching how well they’ll scale with you, whether that’s in the types of workflows they support or the amount of data they can handle.

How to keep Zendesk integrations secure

Since Zendesk integrations handle customer data, keeping them secure is essential. Here are things to keep in mind for this.

• Data handling and scope: Whenever you’re dealing with customer data, you need to take data security especially seriously. One way you can keep integrations secure is to create tiers in your data, defining the types of data you can and shouldn’t integrate. This can prevent especially sensitive data from accidentally being shared with less secure systems.
• Access control: This allows you to restrict who has access to an integration platform as well as what they can do once they have that access. Integration solutions with robust access control features, like role-based permissions, are more suited to larger organizations.
• Security certifications: Where data security is concerned, this is the first thing you should evaluate when researching potential integration solutions. General certifications like SOC 2 Type 2 are a strong baseline, while industry-specific (e.g., HIPAA) and jurisdiction-specific (e.g., GDPR) certifications can ensure you get an integration that meets your specific requirements.

Best practices when integrating Zendesk

When rolling out your first Zendesk integration, follow these best practices:

1. Start with a small pilot project between a few Zendesk tickets and work items in another tool. This allows you to test integrations and adjust them before deploying them across your entire workspace.
2. Evaluate the results of your pilot project before implementing integrations at scale. Look for situations where integrations have saved time, where they stumbled, and where your teams had to adapt their work.
3. Consider whether the integration you choose needs to be broadly accessible to business users or whether they should need technical knowledge to use.
4. Review the integrations you use once a year. Compare them to other vendors to see if you’d be better served by a competing solution.
5. Use built-in Zendesk integrations when possible to enhance any third-party integrations you deploy.

View the full article

That’s where Wrike integration comes in.

What is Wrike?

Wrike is a popular project management tool for all sorts of projects, used by organizations of all sizes. On top of its productivity, reporting, and collaboration features, Wrike also offers built-in AI agents and AI assistants. It’s one of the most robust project management tools on the market.

What is Wrike integration?

A Wrike integration connects Wrike projects with work happening in other tools. This can bridge the gap between collaborators in cross-functional projects, improve reporting, and even unlock completely new workflows. All without any added administrative work.

Popular integrations for Wrike include:

• Software development tools like Azure DevOps, GitHub, and GitLab.
• Databases and spreadsheets like Airtable, Excel, and Google Sheets.
• Customer support and sales tools like HubSpot, ServiceNow, and Salesforce.
• Other project management tools like Jira, Asana, and Smartsheet.

Why does Wrike integration matter?

Project managers often integrate Wrike with other tools to get the following benefits:

• Increased productivity: When projects involve multiple teams and their tools, you end up paying a hidden cost called “productivity drag.” Constant meetings, copying-and-pasting data between tools, and frequent follow-ups for missing context are all examples of productivity drag. They make every task and project take longer. Integrations can eliminate meetings and other productivity drains
• Better reporting: Project managers need to both get an overall view of the projects they’re responsible for and share that view with different stakeholders. When essential project work is scattered across multiple tools, a Wrike integration can centralize all that work in a single Wrike report, instead of forcing manual transfers into spreadsheets.
• Alignment across teams: Few projects happen entirely in Wrike, especially when working with cross-functional teams. For most organizations, the status quo involves frequent status updates, reports, and meetings. But project managers who use Wrike integrations can keep teams aligned by ensuring the same, up-to-date project information is in all relevant tools, without any of the manual work that usually involves.
• Full context: Even if project work only happens in Wrike and a few extra tools, there might be a ton of relevant, contextual data scattered in other platforms. A Wrike integration can centralize any data you need in one place, so consulting everything from knowledge base articles to spreadsheets can be done from Wrike.

4 types of Wrike integration

Wrike integrations fall into two broad categories: built-in and third-party. Built-in integrations allow you to access pre-built integrations straight from the Wrike team, which is a frequent first step for teams who’ve never deployed any integrations. Third-party integrations have a lot more variety, including everything from two-way syncing platforms to no-code automation tools.

Wrike Sync

Wrike Sync is a built-in, two-way sync integration solution for Wrike. It’s a no-code solution with real-time, automatic updates. It supports 22 integrations, including software development tools, spreadsheet tools, CRMs, and calendar tools. It’s available as an add-on for most Wrike plans, while the Apex plan includes it.

For most project managers working in Wrike, Wrike Sync is a strong place to start for integrations. Two-way sync functionality means you’re getting true, seamless collaboration between tools. If you’re often running cross-functional projects, then Wrike Sync might be the integration solution for you.

Note that Wrike Sync is powered by Unito, though it’s available right in your Wrike projects.

Wrike Datahub

Wrike Datahub lets Wrike users build databases that centralize data from other tools and dispatch it to projects and tasks throughout their Wrike workspace. It’s a data warehouse, allowing it to serve as the single source of truth for your Wrike projects. From there, you can use referential fields to cite data from Datahub and, no matter where those fields are, they’ll be updated as the data changes in Datahub.

Wrike Datahub is only available with Wrike’s Pinnacle plan, or as a paid add-on. It might be out of reach for some organizations, price-wise, but it’s no-code functionality means you don’t need significant technical resources to use it.

Automation tools

Automation tools like Zapier and Workato use simple logic to power a range of integrations across hundreds, if not thousands, of tools. You choose a trigger to kickstart the automation and an action to automate. For example, when a work item is created in one tool, you could use one of these automations to automatically create a matching work item in a different tool. You can also use automations to update fields like due dates, add comments, and more.

These automation tools have one significant limitation, however: they’re one-way. A single automation can only take one action, from Tool A to Tool B. If you wanted that same action to happen from Tool B to Tool A, you’d need a separate automation. Some of these tools allow you to chain multiple automations to support more complex workflows, but that comes with maintenance and frequent troubleshooting.

iPaaS

An iPaaS platform allows you to build integrations for Wrike and other tools in one place, meaning you don’t need to patch together integrations from multiple sources. Some of these platforms are no-code, meaning any business user can spin up their own integrations in minutes. Others are low-code, meaning you can build some integrations without any code, but you really get the most out of them when you know how to code.

Many iPaaS solutions offer two-way syncing, meaning data flows back and forth between Wrike and other tools. This is best for seamless collaboration, though not all iPaaS tools can handle all the integrations you need or the amount of data you work with.

How to integrate Wrike with Unito

Here’s a look at how an integration between Wrike and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect Wrike and the tool you’re integrating it with to Unito.
2. Choose flow direction: Flow direction tells your Unito flow where you need new work items created. Most Unito flows are two-way, meaning they automatically create work items in both connected tools.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want synced or automate certain actions. To build a rule, choose a trigger Unito should look for and the actions it needs to take.
4. Map fields: In most flows, Unito can automatically map fields in Wrike with fields in other tools. From there, you can customize field mappings to match statuses across tools, send data from some fields to fields specific to your workflow, and more.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Want to know more? Check out these video tutorials for syncing Wrike with other popular tools:

• Syncing Wrike with Jira
• Connecting Wrike with Microsoft Excel
• Integrating Wrike with Azure DevOps
• Syncing Wrike with ServiceNow
• Connecting Wrike with Asana
• Integrating Wrike with NetSuite

Challenges to watch out for when integrating Wrike

If you’ve never integrated Wrike before, you should be aware of these potential challenges.

Integration overlap

Wrike has robust built-in integrations, and it’s also a popular integration option for third-party solutions. This range of options is typically a good thing, except when you find yourself patching together multiple solutions, often without realizing it. This is especially the case in larger organizations. When different departments source integration solutions independently, a company might have multiple solutions to perform the same integration tasks, leading to inefficient budget spend and potential conflicts between these integrations.

Deployment time and resources

Every integration solution requires some time and technical resources to deploy. But the time and resources required can vary widely between tools, even within the same category. A simple tool automation might be quick and cheap to deploy initially, but require significant resources to maintain as you chain automations. Similarly, a fully-featured, enterprise-grade solution might demand more time and resources for the initial setup, but function relatively independently from there.

Real-time integration vs. batch integrations

Some integration solutions support real-time data transfers, getting you about as close to seeing work happen in multiple tools simultaneously as possible. Others transfer data in batches, from every few minutes to every few weeks. Not all workflows need real-time integrations, but you need to know which type of technology an integration solution supports before you start deploying it.

How to keep Wrike integrations secure

Integration solutions can be the weak link in your data security or a hard target, depending on the solution you choose and the practices you establish around it.

Compliance

All software tools need to comply with data privacy and security regulations, and the same is true of integration solutions. That said, not every solution has the same level of compliance with these regulations. The best way to get a sense of a solution’s suitability for your data security requirements is to research its certifications. General frameworks, like SOC 2 Type 2 and ISO 27011, should be checked first. If you operate in specific jurisdictions or industries, you should then check more specific frameworks like HIPAA or GDPR.

Access control

Access control is a discipline that achieves two things:

1. Limiting who has access to a tool.
2. Documenting what a user can do once they have access to that tool.

Most integration solutions have at least some level of access control beyond simple login credentials. Role-based permissions, for example, allows an administrator to apply these controls broadly based on roles (e.g., admin, builder, viewer) instead of doling out permissions on an account-by-account basis. Matching these measures to your security needs is essential to prevent potential security issues.

Data handling and scope

Not all the data your organization handles is equal. Some is proprietary, some is confidential, and some would lead to disastrous consequences if it leaked. Having a formal process for determining what data should and shouldn’t be transferred with an integration can potentially avoid leaks, breaches, or data being synced to unauthorized systems.

Best practices when integrating Wrike

When rolling out your first Wrike integration, follow these best practices:

1. Start with a small pilot project between a few Wrike tasks and work items in another tool. This allows you to test integrations and adjust them before deploying them across your entire workspace.
2. Evaluate the results of your pilot project before implementing integrations at scale. Look for situations where integrations have saved essential time, where they’ve stumbled, and where your teams had to change the way they worked.
3. Consider whether the integration you choose needs to be broadly accessible to business users or whether they should need technical knowledge to use.
4. Review the integrations you use once a year. Compare them to other vendors. See if they still stack up, or whether you’d be better served by a different type of integration.
5. Use built in Wrike integrations when possible to enhance any third-party integrations you deploy.

View the full article

That’s where monday.com integration comes in.

What is monday.com?

A popular project management platform, monday.com is used for all sorts of projects. It also offers robust, built-in AI features for building autonomous workflows, deploying AI assistants or agents, and even building your own apps within monday.com’s ecosystem.

A team using monday.com can manage projects, automate work, and leverage AI for productivity gains all in one tool.

What is monday.com integration?

A monday.com integration connects monday.com projects with other tools, bridging the gap between them. This gives project managers and the teams they work with better context from other platforms, stronger reporting, and the ability to collaborate seamlessly with technical teams using other tools. All without constant status update meetings or copying and pasting data.

Popular integrations for monday.com include:

• Software development tools like GitHub, GitLab, and Azure DevOps.
• Databases and spreadsheets like Google Sheets, Excel, and Airtable.
• Customer support and sales tools like Salesforce, ServiceNow, and HubSpot.
• Other project management tools like Asana, Smartsheet, and Jira.

Why does monday.com integration matter?

Integrating monday.com with the other tools you use creates significant benefits, such as:

• Increased productivity: Needing to manually transfer data between monday.com and other tools creates productivity drag for just about every task involved in project management. That drag makes projects more expensive and take longer. Integrations lead to a direct improvement in productivity.
• Better reporting: Just because you run your projects in monday.com doesn’t mean all project-essential work happens there. Integrations can centralize contributions from software development tools and other platforms, meaning built-in reporting in monday.com can easily encompass all your work.
• Alignment across teams: Cross-functional projects often involve bridging the gap between multiple tools, and keeping teams aligned in these projects often involves regular meetings. Integrations eliminates the need for many of these meetings by putting project-essential information in every tool you use automatically.
• Full context: Organizational strategy depends on multiple projects running simultaneously, and reporting on these projects for quarterly strategy meetings can create a massive amount of manual work. Integrations centralize updates from these projects in spreadsheets and other platforms used for this kind of reporting.

3 types of monday.com integration

Not all monday.com integration solutions serve the same purpose. Some are built on different technology (e.g., one-way automation vs. two-way sync) while others might only cover specific use cases (e.g., connecting software development tools with monday.com). When evaluating an integration solution for your needs, you can use these three characteristics:

• Ease-of-use: How easy is it to build an integration? Do integrations require extensive maintenance? Is the process relatively the same for each integration or do you have to start from scratch each time?
• Breadth: How many integrations does a platform offer? Do they cover a broad range of use cases or are they focused on specific workflows?
• Depth: How many fields does the integration support? What range of actions can it automate?

Here are some of the most popular types of integrations for monday.com.

The monday.com marketplace

The monday.com marketplace has hundreds of apps that expand on what monday.com can already do, with many of them integrating monday.com with other tools. Some are offered by third-party providers, but many, like this Salesforce integration and this Asana integration are built and provided by monday.com.

These integrations are generally easy to use, since they’re installed right in your monday.com projects. That said, they typically don’t cover as many tools as dedicated third-party platforms, and might support fewer fields or actions.

Automation tools

One-way automation tools like Zapier and Workato allow users to push data from monday.com to other apps or vice-versa. These platforms typically support a wide range of integrations, since the technology behind them is relatively simple. They use “if-this-then-that” logic to automate different actions.

That said, these simple automations can have their drawbacks as well. An automation typically handles a single action, whether that’s creating a new work item (e.g., a monday.com task) or updating a field in that work item (e.g., a due date). Supporting even a simple cross-tool workflow typically requires multiple automations, which can mean serious troubleshooting when something breaks.

iPaaS

An iPaaS (integration platform as a service) is a tool that allows business users to build and deploy integrations for a number of apps from a single platform. Some of these platforms require at least some coding to use and maintain, while others are fully no-code. Most support two-way syncing, meaning they build relationships between work items in monday.com and other tools, shipping data back and forth.

These solutions don’t always support as many integrations as other platforms, though they often allow you to build your integrations from scratch using APIs.

How to integrate monday.com with Unito

Here’s a look at how an integration between monday.com and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect monday.com and the tool you’re integrating it with to Unito.
2. Choose flow direction: Flow direction tells your Unito flow where you need new work items created. Most Unito flows are two-way, meaning they automatically create work items in both connected tools.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want or automate certain actions. To build a rule, choose a trigger Unito should look for and the action it needs to take.
4. Map fields: In most flows, Unito can automatically map fields in monday.com with fields in other tools. From there, you can customize field mappings to match statuses across tools, send data from some fields to fields specific to your workflow, and more.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Want to know more? Check out these video tutorials for syncing monday.com with other popular tools:

• Syncing monday.com with Asana
• Connecting monday.com to Jira
• Integrating monday.com with Salesforce
• Syncing monday.com with GitHub
• Connecting monday.com to ServiceNow
• Integrating monday.com with Smartsheet

Challenges to watch out for when integrating monday.com

No matter which integration solution you use with monday.com, here are some challenges to keep in mind.

• Data mapping and transformation: Integrations bridge the gap between tools by reading, transforming, and loading data in each one. But this process can be more complex with some tools, either due to API limitations or other technical issues. When evaluating integration solutions, you should investigate whether they can actually map the fields you need.
• Real-time integration: Real-time integration is essential for some workflows, as it keeps work items up-to-date automatically as you work, instead of relying on batch updates. Not all integration platforms can support this, and even those that do might not support it for all tools.
• Authentication and security: Integration solutions move data between tools, which can create potential data security issues. Not only do you need to prioritize platforms with robust security features, but access control (i.e., who can build what integrations) is also essential.
• Performance and scalability: A simple, inexpensive integration solution might be good enough for simple workflows or small amounts of data, but quickly fail as your needs grow. Enterprise organizations with complex workflows need to choose an integration solution that can scale with them.

How to keep monday.com integrations secure

Integration solutions move data between tools, meaning they can either be the weak link in your security chain or a strong bulwark keeping information secure. Here’s how you determine on which end a specific solution will end up.

Compliance

All software tools you use need to comply with data privacy and security regulations, and integration platforms are no different. But not every integration solution has the same level of compliance with security frameworks. General frameworks, like SOC 2 Type 2 and ISO 27001, cover data security across industries, and should be the first certifications you check. From there, industry or jurisdiction specific frameworks like HIPAA or GDPR should be checked as well.

Access control

Access control serves two purposes:

1. Restricting who has access to a specific platform or service.
2. Determining what someone can do in that platform once they have access.

Deep access control features are essential for security, especially in larger organizations. Role-based permissions allow admins to regulate access broadly, without doing it for each individual account.

Data handling and scope

Defining what type of data and how much of it you need to transfer before you deploy an integration solution can go a long way towards keeping that data safe. Some data, like payment methods, should rarely be transferred with an integration. Organizing data by tiers according to security needs gives you a clear map for what can be integrated and what can’t, improving data security.

Best practices when integrating monday.com

When rolling out your first monday.com integration, follow these best practices:

1. Start with a small pilot project between a few monday.com tasks and work items in another tool. This allows you to test integrations and adjust them before you deploy them across your entire workspace.
2. Evaluate the results of your pilot project before implementing integrations at scale. Look for situations where integrations save essential time, where they stumble, and where your teams have to adapt the way they work.
3. Consider whether your chosen integration should be accessible to all business users or exclusively to IT admins.
4. Review your integrations once a year, comparing existing vendors to other potential vendors. You’re looking for solutions that might be more affordable or more suited to your evolving needs
5. Use built-in monday.com integrations when possible to enhance any third-party integrations you deploy.

View the full article

Here’s everything you need to know to connect ServiceNow, Jira Service Management, and your IT management processes with a low-code 2-way integration. You can sync ServiceNow incidents to issues without having to write scripts and still keep your ITSM, ITOM, or ITAM workflows fully integrated.

The use case we’ll be using to demonstrate this integration focuses on change requests, but it can easily be re-applied to incident management, DevOps, or any other ticket collaboration between an IT Department and an engineering team.

This integration will be built through Unito, a 2-way low-code integration platform with support for ServiceNow, Jira Service Management, Jira, and 50+ other industry-leading tools.

Overview

• Tools: ServiceNow and Jira Service Management
• Use cases: Ticket escalation, product management, software development
• Great for: Product managers, IT, customer success, software developers, project management

Unito’s two-way sync integration for ServiceNow and Jira Service Management allows users of any technical background, from product managers to software developers and team leads, to sync ServiceNow records with Jira Service Management issues. This integration syncs updates back and forth between both tools, creates new work items, and can even automate repetitive actions. This in-depth guide shows you how that’s done.

Why would an organization use both ServiceNow and JSM?

ServiceNow and Jira Service Management are both popular options for ITSM and IT support, but they have different strengths. ServiceNow is a complex, but robust platform that’s suited to enterprise-scale ITIL, where compliance and structured governance are vital. Jira Service Management, on the other hand, offers faster setup, more accessible pricing, and native integration with other Atlassian products (Jira Software, Confluence, Bitbucket). It’s also more suited to agile and DevOps workflows. Both platforms have similar functionality, but they operate in completely different environments.

When these two platforms are used within the same project, workflow, or organization, data silos can form. Incidents logged in one system don’t reach the other. Updates need to be copied and pasted manually. The right integration eliminates this extra administrative work.

Unito’s integration vs. ServiceNow’s Jira Service Management Spoke

ServiceNow offers “Spokes,” built-in integrations for other popular apps, like Jira Service Management. This Spoke allows ServiceNow users to automate certain actions between this platform and Jira Service Management. These automations cover a wide range of actions, from adding users to an organization to looking up issue statuses and creating comments.

These Spokes have limited support for two-way syncing, and require some technical knowledge to deploy and maintain. Additionally, they come at an additional cost above your ServiceNow license.

Setup in ServiceNow and Jira Service Management

Once you connect your tools to Unito, the platform can only operate within the same permissions as the user who authorizes Jira and ServiceNow. So if you’re able to create new records/incidents or issues, then Unito will be able to create and sync them too through a flow.

What’s a Unito flow? A flow represents the connection between ServiceNow and Jira Service Management that allows your data to sync bidirectionally. Building a flow takes the average Unito user 12 minutes on average (once they’re familiar with the interface), though obviously it will take a bit more time when you set up your very first flow.

Connecting ServiceNow to Unito for the first time

All you need to connect ServiceNow to Unito is your:

• ServiceNow Domain URL: https://INSTANCENAME.service-now.com
• ServiceNow Username
• ServiceNow Password

Connect to Unito with a new ServiceNow account

Some ServiceNow instances require newly created users to change their password immediately upon login. If you’re using a new ServiceNow account to connect Unito, this can disrupt the authentication process by the forced password change.

Make sure that account has CRUD access to the same records and tables you plan on syncing.

You’ll also need to disable the Password reset flag on any new account or reset the password before connecting to Unito.

Solution: Disable password reset flag

1. Log in to your ServiceNow instance as an administrator.
2. Navigate to the User Administration > Users section.
3. Locate the user account that you’ll be using for the Unito integration.
4. On the user record, set Password needs reset to false.
5. Save the changes.

Choose a ServiceNow table to sync with Jira Service Management

ServiceNow is vastly configurable in countless ways, but Unito is able to link incidents from your tables no matter how your instance is configured. But you’ll still need to consider what incidents precisely you plan to sync. In our demo use case, we’re syncing records from a table called Incidents into Jira Service Management.

From your ServiceNow dashboard, select All > System Definition > Tables

Then, narrow down your search to the table you’re looking for. Beside Table select Name (or any other method of finding the right table in your organization). In our case, we searched for Incident:

Setup in Jira Service Management

If you’re connecting Jira Service Management to Unito via OAuth2, then there are no extra steps to sync your ServiceNow cards other than the on-screen instructions when adding your account for the first time:

Anyone using Jira Service Management on-premise (local server) may wish to review our guides to on-premise installations or connecting Jira via ngrok.

If you’re connecting Jira Service Management without OAuth2, you’ll need to follow a few extra steps:

• The Jira Service Management account connected to Unito must have administrator access with global permissions.
• Then, you’ll need to:
  • Change your Jira contact email visibility to anyone from your Jira profile page.
  • Set up an application link in Jira so that your issues can sync to ServiceNow incidents.

Step 1. Connect a ServiceNow table and Jira Service Management project to Unito

• Sign up for Unito if you haven’t already!
• Navigate to the Unito App and select +Create Flow.
• Select Start Here to connect ServiceNow and Jira Service Management.
• Then +Choose account to specify the JSM Project and ServiceNow Table you plan on syncing.
• Click Confirm.

You can either type in the name of your table or scroll through the list to find the one you want to connect. Only records from that specific table and your project in JSM will sync in this particular flow. Afterwards, you can duplicate this flow and change to another project or table to go through this process faster.

As described above, we chose the table Change Request by typing it into the search box.

Read more about connecting tools to Unito.

Step 2. Choose a flow direction for creating new incidents or issues

Your low-code Unito flow lets you automatically create new ServiceNow incidents or JSM issues based on manual activity. So for example, when someone on your team creates a new issue in Jira, Unito automatically creates a linked record in ServiceNow.

Select a flow direction with one of the three directional arrows to indicate: from ServiceNow to JSM, JSM to ServiceNow, or both.

When is the best time to create a 2-way flow? Choose a 2-way flow direction if you have incidents in a specific ServiceNow table that you want added to a specific Jira Service Management project and issues in JSM that you want added to that same table in ServiceNow.

Read more about flow direction.

Step 3. Filter out unrelated issues or incidents from syncing by setting rules

Now we can set up rules to determine which manual actions in your tools will automatically create new ServiceNow incidents or Jira Service Management issues.

This is extremely useful for filtering out unrelated data from syncing, particularly if your ServiceNow tables contain large volumes of data. You’ll want to apply rules that filter out all but the most essential incidents or issues.

Since both Jira Service Management and ServiceNow are vastly configurable in countless ways, everyone will have a unique method of filtering their data with rules.

Which fields should I use for my rules? We recommend select lists in Jira Service Management or choice fields in ServiceNow to use in your rules. The logic will then tell your flow to only sync issues or incidents if specific values from those fields are present.

Issues and incidents that match your rules will stay in sync with Unito. As soon as the rules no longer apply, that item will stop syncing. For example, if the Hardware category above is changed from a synced issue or record, Unito will no longer keep it updated unless the category changes back to Hardware.

Find out more about setting rules in Unito.

Step 4. Link fields between ServiceNow incidents and Jira Service Management issues

This is where you tell Unito which fields in ServiceNow to link with similar fields in Jira Service Management so that manual changes in one affect the other automatically.

When you first open this screen, you’ll be presented with two options. Select Auto-map to begin with a prebuilt template that can later be modified.

Click + Add mapping to add a new pair of fields to be synced. Then, click Select a field for each tool, and find the appropriate field to map.

Tip: If you aren’t sure where to put data from one tool when it syncs over to the other, you can always add it to the Description Footer, e.g., Issue ID to Description footer in the example above.

Clicking on the gear or cog icon beside a pair of fields will allow you to configure the individual values or statuses of that field to link them when one or the other is changed manually.

The most common field mapping for integrations between ServiceNow and Jira Service Management pairs ServiceNow’s Incident State field with JSM’s Status field. You can match Incident States and Statuses closely (e.g., “New” with “In Progress”) or match different options (e.g., “In Progress” to “Resolved) to represent how your workflow actually moves through these tools.

Step 5. Launch your ServiceNow Jira Service Management integration

If you’ve followed the steps above, your flow will now: 

• Add a new issue in Jira Service Management when a record is created in ServiceNow based on the rules you set in Step 3.
• Create a new record in ServiceNow when you manually add a JSM issue based on your rules.
• Keep ServiceNow incidents and JSM issues in sync as long as they match the conditions of your rules.

Here’s a quick snapshot of our synced ServiceNow record and Jira Service Management issue, highlighting a few of the fields that are being kept in sync:

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

What’s next after you sync ServiceNow and Jira Service Management with Unito?

• Learn how to duplicate this flow for additional use cases
• Build an automated ticket escalation queue from Jira Service Management to Jira Cloud
• Connect ServiceNow to monday.com, Azure DevOps to ServiceNow, ServiceNow to Google Sheets, or ServiceNow to any other tool supported by Unito.
• Try to sync Jira issues to Google Sheets.
• Smartsheet and Salesforce
• ServiceNow and Smartsheet
• Salesforce and ServiceNow
• ServiceNow and Wrike
• ServiceNow and Jira

Resources for ServiceNow users

• Read an overview of Unito’s ServiceNow integration
• How does Unito stack up against ServiceNow Integration Hub?
• Salesforce or ServiceNow? Why not use both?
• How to run a ServiceNow export to Microsoft Excel.

FAQ: Jira Service Management ServiceNow integration

Why would an organization use both ServiceNow and Jira Service Management?

Many organizations use both ServiceNow and Jira Service Management to handle organization-wide ITSM and developer-specific support workflows. ServiceNow often serves as the main ITSM solution for enterprise organizations, while Jira Service Management is used within software development teams. The former is robust, with rigid systems that support best practices for ITIL compliance and auditability. The latter is more aligned with the agile processes involved in DevOps, as well as offering native integrations with other Atlassian platforms.

What are common use cases for a ServiceNow-JSM integration?

A ServiceNow-JSM integration supports a wide array of use cases within ITSM and software development, such as:

• Ticket escalation: Tickets might begin in ServiceNow and need to be escalated for development work in JSM. An integration ensures context and status updates transfer seamlessly between tools.
• Change request tracking: When change requests impact development workflows, developers and team leads need to investigate their impact and share their input. With an integration, the result of that investigation can be shared automatically without any manual work.
• Performance reporting: If ITSM workflows pass through both ServiceNow and Jira Service Management, reporting tools in either platform don’t tell the full story. Integrations can centralize data in whichever platform you end up using for performance reporting.

What’s the difference between Unito and the ServiceNow-JSM Spoke?

ServiceNow’s JSM Spoke allows users to automate actions with limited two-way syncing capability between the two tools, requiring some level of technical knowledge to build and maintain. Unito’s two-way integration is no-code, with a simple visual interface that allows business users to build their own integrations in minutes. Unito also allows you to integrate both ServiceNow and Jira Service Management with 60+ other tools, while ServiceNow’s JSM Spoke only pairs these tools together.

Can Unito sync custom fields between ServiceNow and Jira Service Management?

Yes, Unito supports a wide range of ServiceNow custom field types, like choice fields, reference fields, and journal fields. Unito also supports custom fields in Jira Service Management.

Does Unito only support ServiceNow incidents?

Unito supports ServiceNow incidents, change requests, problems, and service requests from ServiceNow.

View the full article

In this guide, we’ll cover the incident management lifecycle in detail, why it breaks down with escalation, and how you can fix it.

What the incident management lifecycle actually covers

Most IT teams have a pre-defined process for managing incidents. Here are the most common steps in that process.

Detection and identification

Incidents are typically detected through a number of channels, including IT monitoring systems, help desk tickets, and chat apps. This may involve some level of intervention from human support agents, or may be completely automated with an ITSM (IT Service Management) platform. These platforms can identify incidents no matter where they begin, and centralize them for the rest of the lifecycle.

Logging and categorization

Logging records incidents for future visibility and auditability, as well as facilitating documentation as an incident is worked on. This also enables trend analysis for improving your ITSM function over time. Categorization, on the other hand, sorts incidents so they can be routed to the proper system, department, or person.

Prioritization

Incident management involves a robust prioritization system that pre-determines the amount of resources a particular incident requires. Factors determining this include urgency, impact, and incident age. Typically, ITSM involves SLA (Service Level Agreement) tiers that determine the speed at which IT teams need to respond.

Response and escalation

Once an incident is identified, logged, and prioritized, it needs to actually be addressed. First-level technical support agents will typically try to troubleshoot the disruption. At that point, if they aren’t able to resolve the issue, they’ll escalate it as needed. This is where the ticket associated with an incident might leave an initial ITSM system for a more specialized tool.

Resolution and closure

After the work to fix an incident is actually done, it needs to be officially resolved and closed. That involves validating that the issue is actually resolved — either by manually checking with impacted people or through automated system checks. From there, you might need to formally close the incident in your ITSM system, report on its conclusion, and notify stakeholders.

Review and learnings

The incident management lifecycle doesn’t just involve detecting and resolving incidents; it also requires consistent learning and improvement. Every incident should trigger a review that covers impacted systems (e.g., features or issues that led to the incident), your response (e.g., response times, workflows, responsibilities), and your documentation (e.g., troubleshooting guides, templated answers). This ensures you’re improving the way you manage incidents and identifying issues that could lead to further incidents.

How cross-tool escalation breaks the lifecycle

When first-level support agents escalate an incident, it rarely stays in the same system it came through. In fact, it typically goes through a workflow like this one:

1. Frontline support agents log an incident in ServiceNow.
2. The incident is reviewed through first-level triage.
3. The incident can’t be resolved by first-level agents, and it’s escalated to engineers.
4. First-level agents contact engineers through email or Slack to advise them of the escalation.
5. Engineers manually create a work item in Azure DevOps and work on the incident there.
6. End users contact support for updates, and first-level agents contact engineering for an update.
7. As they work on the incident, engineers update agents through email, Slack, or a similar communication channel.
8. First-level agents reach out to end users once they receive an update.
9. The incident is resolved in Azure DevOps, and engineers let first-level agents know.
10. First-level agents close the incident in ServiceNow and notify end users once engineers notify them.

This workflow assumes a minimum of back-and-forth between first-line agents and engineers. Any time an engineer needs additional context, or an agent needs an update, they have to manually send comments and questions through external communication channels — or copy and paste data between tools.

Why these workflows break down

When the incident management lifecycle goes through multiple tools, it can inherently create problems as it helps you solve incidents. Here’s why.

• There’s no connection between work items: When the incident that starts in a tool like ServiceNow is replicated in a tool like Azure DevOps, you’re dealing with two copies of the same incident. Because there’s no link between the two, work happens in each independently, with updates needing to be transferred manually.
• Communication happens invisibly: Incident escalation across tools creates a gap. Engineers work in one tool, front-line agents in another, but they still need to collaborate. Unless one group is able (or willing) to jump that gap, you need other channels to communicate. That communication typically happens in emails or chat apps, completely invisible to regular documentation processes.
• Updates are locked in each platform: As engineers work in tools like Azure DevOps, they generate updates, questions, and comments that never make it to the tool first-line agents use. Similarly, questions, context, and connected incidents are added to tools like ServiceNow. The same incident develops competing histories in both tools, meaning no one quite knows the full story.

The impact of this breakdown

First-line agents and engineers rarely have the same needs when it comes to software tools. But while escalating tickets across tools is essential to managing serious incidents, it creates significant problems for both teams.

• Productivity drag increases: If an incident only lives in one tool, the time needed to update the relevant work item, get context, or share updates is predictable. When it’s spread across multiple tools, the time and work required for any of these tasks can increase exponentially.
• Frustration builds between teams: As engineers and first-line agents try to collaborate despite the gap between their tools, they encounter issues with information-sharing, communication, and more. It’s easy for that frustration to be conceptualized as a “working with engineering” problem rather than a “not having an integration” problem.
• Errors are introduced into your process: Every workflow has its failure points, opportunities for errors to slip into your work. But all the manual work involved in transferring information back and forth between tools creates the added potential for data entry errors, which only compound as you work on an incident.

So how do you resolve these issues?

What integration usually means (and where it falls short)

Integration means bridging the gap between multiple tools. Most organizations use one of the following three approaches.

Manual workarounds

While manual workarounds aren’t a software integration, they’re the closest thing to an integration many teams have to work with. Copying and pasting data, hopping between tools, or relying on communication channels like emails and chat apps are all examples of these workarounds. They might be useful to keep crucial information from falling through the cracks, but they don’t scale. Manual workarounds mean extra work and time. An incident can quickly become unmanageable if resolving it relies on these manual workarounds.

Built-in integrations

Tools like Jira, ServiceNow, and Azure DevOps offer built-in integrations that allow users to push data between them and other systems. ServiceNow, for example, offers a range of integrations across its integration hub, which allows teams to quickly start setting up integrations without any third-party software. For many organizations, these are a natural first step away from manual workarounds. That said, built-in integrations typically cover a smaller library of integrations, and each integration typically supports a limited set of fields.

Automation tools

Automation tools like Zapier and Workato can push data in one direction, allowing you to automate the creation of work items or updating of specific fields. These apps support a wide range of tools, meaning they can cover integrations with your first-line system, your engineering tools, spreadsheets, and more. The problem? They only push data in one direction. While they’ll support moving data from an initial system to the system incidents are escalated to, anything happening in that second system can’t be synced back. This solves the escalation breakdown in one direction, but not the other.

How two-way sync closes the escalation gap

A two-way sync integration does just that; it syncs data back and forth between tools. These platforms build persistent links between work items in your tools (e.g., ServiceNow records and Azure DevOps work items), keeping them up to date as teams work. With these platforms, you can truly close the gap between systems, eliminating manual workarounds without sacrificing data accuracy.

Unito is one of the most popular platforms for this.

Unito is a two-way sync platform with deep integrations for platforms like ServiceNow, Jira, AzureDevOps, Zendesk, and more. It’s a no-code platform, with most Unito users having no technical background and setting up their first integration within minutes. Unito integrations allow you to completely integrate your incident management lifecycle, eliminating hours of manual work and tons of data entry errors.

View the full article

What is a no-code iPaaS?

With iPaaS standing for integration platform as a service, these tools allow users to build and deploy integrations using pre-built connectors and APIs (application programming interface). The “no-code” portion of that term means business users can set up these integrations without any programming knowledge. They typically rely on visual, drag-and-drop interfaces to simplify their integrations.

Traditional integration solutions are either “low-code,” meaning they have some simple elements but still require some coding knowledge or give you the tools to build integrations from scratch. They’re more customizable, but they require at least some level of technical knowledge to use.

The two extremes of the iPaaS spectrum (and their problems)

No-code iPaaS platforms exist on a spectrum. One on end are platforms like Zapier, which are simple to set up, and offer simple automations. On the other end are tools like Tray.ai and Workato, which are more complex to set up but support deeper integrations.

The simple end of the iPaaS spectrum

Examples: Zapier, IFTTT

This end of the iPaaS spectrum is best-suited to organizations that want to give broad access to integrations for business users. A Zapier automation is easy to set up and manage, and they can be chained to handle more complex workflows. These platforms support a wide range of integrations, meaning they’re broadly applicable to your tool stack at large.

Problems to consider

• Simple automation: While tools like Zapier are easy to set up, their integrations aren’t particularly deep. A single automation only covers the creation of one type of work item or the updating of a single field.
• One-way: These tools typically only push data in one direction, making them best-suited to sequential workflows. Trying to make these tools move data back and forth involves chaining automations that can break over time.
• Scope creep: When integrations are so easy to build, teams might build a deluge of integrations that conflict with each other, break, or create potential security issues.

The complex end of the iPaaS spectrum

Examples: Workato, Tray.ai

Some iPaaS platforms are more complex. They give users with at least some level of technical knowledge the ability to deploy fully customized integrations for a range of tools. These platforms typically support two-way syncing, allowing for the automation of more complex workflows.

Problems to consider

• Not always truly no-code: While most iPaaS platforms offer at least some integrations in a no-code shell, many require at least some coding knowledge. Business users can technically deploy them effectively, but technical skills are required to get everything out of them.
• Wide range of functionality: Some of the more complex iPaaS platforms have a similar interface as a tool like Zapier. For many of these platforms, however, the work involved in setting up an integration can vary widely depending on the specific integration you use.
• Cost: More complex iPaaS tools tend to be on the expensive end, making them only available for organizations that have a significant budget to put towards software integrations.

What to look for in a no-code iPaaS

When looking for an iPaaS solution, IT teams should evaluate their options according to the following criteria:

• Can a business user set it up? Some organizations need an iPaaS tool that democratizes integration access, allowing users with little to no technical knowledge to set up their own integrations and troubleshoot them. Others need an integration solution that’s more technical so it’s the exclusive purview of the IT team.
• Can it sync data in both directions? Most iPaaS solutions only sync data in one direction, which can support some processes, but two-way sync can support more workflows. Two-way sync capability is usually preferable.
• Can it handle enterprise-grade complexity? Not every iPaaS solution can keep up with the needs of an enterprise organization. Even of those that do, many need developers or engineers for deployment and maintenance.
• What happens when something breaks? Does the platform you use require a developer to troubleshoot? Is maintenance so technical that the average user can’t fix their own integrations?

Where Unito fits in

Imagine escalating a support ticket to a software development platform and getting comments from developers right in that ticket, without leaving your support tool. Or, working as a consultant, you get questions and deadlines updated in your Asana projects in real-time as clients work in their Trello boards.

That’s what Unito can help your teams achieve.

Unito’s two-way sync platform builds two-way relationships between the work items in your tools, keeping them up to date automatically as you work. This is different from simple iPaaS tools that only push data in one direction.

Unito’s platform can be deployed in days, if not minutes. Most users don’t have a technical background, and can both set up and troubleshoot integrations on their own. This distinguishes Unito from iPaaS platforms that require technical support to set up and troubleshoot.

On the integration front, Unito supports over 60 tools, including Jira, Servicenow, Asana, Trello, Azure DevOps, Salesforce, and more.

FAQ: No-code iPaaS

What’s the difference between a no-code iPaaS and Zapier?

Zapier is a type of iPaaS solution, renowned for its simple automations and the breadth of integrations it offers. A single Zapier automation can usually create a single kind of work item or update a single type of field. Other no-code iPaaS solutions typically offer deeper integrations, with a single integration covering more fields and automating more tasks. Zapier can be enough for automating simple workflows, but most organizations look for more robust iPaaS solutions.

Can business users manage a no-code iPaaS without IT involvement?

This depends entirely on the no-code iPaaS solution you use. If you’re using Zapier for simple automations, you won’t need IT support to set these up or maintain them. But many iPaaS solutions have a steep learning curve, even when they’re no-code, and they need to be maintained over time, especially as your tool stack changes. Troubleshooting broken integrations can also be overly complex for business users, requiring IT involvement.

Is Tray.io a no-code platform?

Tray.io is a popular no-code iPaaS platform, but it has a steep learning curve. Integrations are robust but complex, meaning the average business user might struggle to build, customize, and maintain them. Compared to no-code iPaaS platforms like Zapier and Unito, Tray.io requires a significant investment to get working right.

What’s the best no-code integration platform for enterprise teams?

The best no-code integration platform for enterprise teams needs to meet the following criteria:

• Robust integrations, which can support even the most intricate workflows.
• Integration breadth, meaning the platform can support a wide range of tools.
• Enterprise-grade security, including security certifications and role-based access control.
• Scalability, meaning your integrations can handle a large volume of data.
• Prebuilt connectors and APIs, allowing IT teams and even business users to set up integrations without extensive development.

Platforms that meet these characteristics include Unito, Tray.io, and Workato.

How does a no-code iPaaS handle two-way sync between tools like Jira and ServiceNow?

A no-code iPaaS that supports two-way sync builds two-way relationships between work items in Jira and records in ServiceNow, automatically creating new work items to match the ones you create manually as well as updating fields as you work. For example, if you use a two-way sync platform like Unito to pair Jira and ServiceNow, Unito would:

• Automatically create ServiceNow records to match new Jira work items.
• Automatically create Jira work items to match new ServiceNow records.
• Update ServiceNow fields as you work in Jira.
• Update Jira fields as you work in ServiceNow.

View the full article

Here’s why.

What are Asana integrations?

Asana integrations are built-in features or tools that close the gap between Asana projects and the work happening in the other tools you use. These integrations can automatically create Asana tasks (or work items in other tools) as well as updating fields as you work. You can usually access integrations for Asana in one of three ways:

• Built-in integrations: Asana offers a range of integrations with other popular tools, like Jira and Slack.
• Buying integrations: You can buy access to integrations just like any other kind of software, usually with a monthly fee.
• Building custom integrations: You can dedicate your own developers or engineers to building integrations that fit your workflows, whether that’s entirely from scratch or by connecting APIs (application programming interfaces).

Why integrate Asana with other tools?

Integrating Asana allows you to:

• Get better visibility on projects that might include work from other tools.
• Save budget on duplicate software licenses.
• Increase productivity in individual projects.
• Improve reporting across Asana portfolios.

Using the right integration can completely transform your workflows. For some (e.g., reporting workflows) having a simple snapshot of work items from other tools in Asana can give you enough visibility for better cross-functional work. Other workflows might benefit from integrations that copy entire projects across tools for more seamless collaboration.

What are your options for integrating Asana?

Every Asana integration transfers data between Asana work items and other tools. But there are key differences in how much data each integration can transfer (e.g., a few fields or full project information) and how easy they are to use (e.g., months-long deployment or a few minutes to set up). Additionally, not all integrations can support the tools you need to integrate.

Built-in Asana integrations

Asana offers a number of apps that allow you to connect your projects with tools like Microsoft Teams, Salesforce, and Claude. Some of these integrations only give you a snapshot into what’s happening in other tools, while others support deeper integration. What they all have in common? They’re added right to your Asana projects, with no extra subscriptions or platforms needed.

Automation tools

Automation tools use if-this-then-that logic to automate a wide range of actions, from automatically creating work items to updating single fields. They don’t “sync” data so much as pushing it between tools. A single automation typically only handles a single kind of action, with more complex workflows needing multiple automations, especially if you need data pushed back and forth between tools.

While this simple logic limits the kind of actions these integrations can automate, they do have a significant advantage: they’re more broadly applicable. Automation tools typically support hundreds, if not thousands of integrations, which is typically more than other integration solutions.

2-way sync tools

2-way sync tools build relationships between Asana tasks, projects, and portfolios and work items in other tools to move data back and forth between them. These integrations can both create new work items and update fields automatically.

Imagine, for example, that you manage most projects in Asana while software development projects are managed in Jira. A two-way sync can automatically turn Jira issues into Asana tasks, keeping them in sync as you work. Comments are transferred over, due dates are automatically updated, and work items are closed automatically. That leads to better reporting, smoother projects, and more.

2-way integrations are usually easy to set up and support more fields than other integration solutions, though they typically support fewer integrations.

The 5 best Asana integrations

If you haven’t integrated Asana with the rest of your toolstack yet, here are a few platforms you should prioritize.

Software development tools

Even if you manage software development projects with Asana, developers rarely do most of their work there. Whether they’re writing code, reviewing pull requests, or updating tasks in their sprints, they’re rarely going in and out of Asana. But because their projects tie into your organization’s broader objectives, you need visibility on that development work. Integrations can sync data from repository tools, CI/CD platforms, and other development tools to Asana.

Examples of these tools

• GitHub
• GitLab
• Bitbucket

Chat and meeting tools

While your projects are managed in Asana, all the context for the work happening in them doesn’t live in it. A quick meeting might lead to follow-up tasks, while a message in a chat app might add essential context to an Asana task. With no integration, someone has to manually add all that information in Asana, which can cause significant drag on your projects. Integrating these tools with Asana means you can go from informal chats to updated projects in moments.

Examples of these tools

• Slack
• Teams
• Zoom

Sales tools and CRMs

Your CRM is the hub for your sales pipeline, your marketing campaigns, and your customer support efforts. But these workflows typically tap into context from other teams, like broader marketing planning in an Asana project, cross-team collaboration across Asana portfolios, and reports. By integrating these tools with Asana, customer-facing teams can have all the context they need right at their fingertips.

Examples of these tools

• Salesforce
• HubSpot
• Freshservice

Other project management tools

Even if Asana is your primary project management tool, that doesn’t mean all your projects live in it. Software development projects might be managed in a tool like Jira, or you might occasionally work with consultants and partners that use different project management tools. With the right integration, you can centralize tasks from multiple project management tools in Asana, allowing you to report on progress and prevent any updates from falling through the cracks.

Examples of these tools

• Jira
• ClickUp
• Trello

Multiple Asana workspaces

While Asana has a number of built-in automations that can push information throughout Asana projects and across portfolios, it doesn’t allow for the same transfer of information across workspaces. Usually, you need to manually switch workspaces to copy and paste the data you need. With the right integration, you can push data automatically between Asana workspaces for better reporting, client work, and more.

That’s why Bryan Bennett, Founder of TheKickstart.com uses Unito. With over 35 clients, each with their own Asana workspace, Bryan had to manually switch between workspaces every week: “Before Unito, planning my week meant I had to open 35 tabs. I had to prioritize what was going on and it took many hours to plan for the week.”

Learn more about how Bryan uses Unito here.

Integrate Asana with your tool stack using Unito

Unito is a two-way sync solution for Asana and over 60 tools that keeps your tasks, projects, and portfolios up to date no matter what other tools your teams work in. With some of the deepest two-way integrations on the market, you’ll have all the data your workflows need right in Asana.

Want to see how this integration works? Here’s a look at Unito’s Asana-Smartsheet integration.

FAQ: Asana integrations

What is an Asana integration?

An Asana integration is a piece of software that bridges the gap between Asana and other tools. Integrations can create Asana tasks automatically to match work items in other tools (and vice-versa) as well as updating fields in both tools.

What’s the difference between a one-way and two-way Asana integration?

A one-way integration can only push data from Asana to other tools (or vice-versa). A two-way integration can move data back and forth between the two. Two-way integrations can enable seamless collaboration, but they’re not necessarily the right fit for every workflow.

Can Asana sync with Jira in both directions?

Asana does offer a built-in integration for Jira, but it only syncs data in both directions for certain Asana plans. That means most Asana users don’t have access to two-way sync with Jira if they only use built-in integrations.

Do Asana integrations require coding?

Most Asana integrations don’t require any coding at all. You can usually build your first Asana integration using a drag-and-drop interface.

How do Asana integrations improve team productivity?

Asana integrations allow teams to close the gap between Asana projects and other tools, eliminating the need for manual copying and pasting of data and other administrative tasks that drain productivity.

View the full article

Here’s how that works.

What are Jira integrations?

Jira integrations are bits of software that connect Jira projects with work items in other tools, like Asana, ServiceNow, Smartsheet, and GitHub. An integration can be something you build yourself, either from the ground up or leveraging a tool’s API (application programming interface). It’s also a service you can pay for, just like any other software. No matter if you build or buy an integration, they offer a wide range of support. Some integrations give you a quick snapshot of what’s happening in another tool right in your Jira issues — you can’t interact with that data, but you can at least see it. Other integrations can build field-by-field relationships, allowing you to create exact copies of Jira issues in other tools that are kept up to date automatically.

Why integrate Jira with other tools?

Integrating Jira allows you to:

• Get better visibility on software development projects.
• Save budget on duplicate software licenses.
• Dispatch ticket escalations to developers seamlessly.
• Improve code quality through fuller context.
• Increase productivity.

Matching the right integration to your workflow can completely transform the way you work. For some workflows, getting full context without copying and pasting data back and forth can make a huge difference. For others, just having a screenshot of what’s happening in other tools can be enough.

What are your options for integrating Jira?

Every Jira integration transfers data between Jira issues and other tools. But there are differences between how much data each integration can transfer, how difficult they are to set up, and whether they need technical resources to set up. The integration triangle breaks down the three factors to consider when researching potential Jira integrations.

• Ease of use: Can anyone use the platform or does it require coding? Can you deploy the platform in a few days or does it take months?
• Breadth of integrations: How many integrations does the platform support? Do these integrations cover multiple types of tools or focus on one use case?
• Depth of integration: Does the integration only cover a few fields? Does it only push data in one direction or sync it back and forth?

Here are some of the most popular types of Jira integration, and how they rate across each factor.

Built-in Jira integrations

The Jira platform is owned by Atlassian, which also offers tools like Trello, Confluence, and Bitbucket. These tools all have varying built-in integrations, like this integration between Trello and Jira, which supports everything from attaching Jira work items to Trello cards to adding previews of work items from Jira to those cards.

Beyond Atlassian’s own tools, Jira’s Atlassian Marketplace offers apps that add extra functionality to your Jira projects. Over 3,000 of these apps are integrations, pairing Jira with tools like Miro, Figma, and GitHub. Some of these apps are built by Atlassian, while others are built by the companies behind these other tools. Either way, they all allow you to add integration functionality to Jira without leaving your Jira projects.

Ease of use: Varies, but typically easier.

Breadth of integrations: Wide.

Depth of integrations: Varies, but typically lower.

Automation tools

Automation tools use if-this-then-that logic to push data from Jira to other tools or vice-versa, but they typically don’t sync data back and forth. These automations usually cover simple actions, like creating a single work item or updating a single field, with the automation ending after that. They rarely update data after that one action is performed. An automation could, for example, automatically create a ServiceNow record to match a Jira work item, but it won’t update any fields in that record while you work in Jira. One of the primary advantages of automation tools is that, due to their simple logic, they can support a broad rage of apps.

Popular examples of automation tools include Zapier, Tray.io, and IFTTT.

Ease of use: Typically easy.

Breadth of integrations: Wide.

Depth of integrations: Low.

2-way sync tools

2-way sync tools build relationships between Jira work items and work items in other tools, moving data back and forth between them. These integrations cover both automatically creating new work items and syncing updates as you work.

Say, for example, that you’re syncing ServiceNow with Jira, so tickets automatically become work items in Jira when your customer success team escalates them. A two-way sync will handle that creation, as well as automatically updating both work items as developers and customer success agents work. Everyone has the context they need to do their best work.

2-way sync platforms are typically easier to set up, support more fields, though are more limited in integration choice.

Ease of use: Easy.

Breadth of integrations: Narrow.

Depth of integrations: Deep.

The 5 best Jira integrations

If you haven’t integrated Jira with the rest of your toolstack yet, here are a few platforms you should prioritize.

Repositories and CI/CD platforms

Jira allows your software teams to organize their work, but the actual work typically happens in a repository or similar tool. Integrating these platforms with Jira allows developers to submit pull requests directly to team leads in Jira, while product managers can make relevant comments in Jira work items and see that pushed over to a repository automatically.

Integrating repositories with Jira means you have access to development work right in your projects.

Examples of these tools

• GitHub
• GitLab
• Bitbucket

Customer support and ITSM tools

For organizations that sell software solutions, customer support tickets might need to get escalated to developers so a fix can be worked on. With the right integration, these tickets get pushed to Jira automatically, where you can add them to sprints and work on them. Any questions or updates from developers can also get synced to customer support tools to streamline communication between departments.

This kind of integration is especially important in ITSM, as it streamlines internal IT workflows.

Examples of these tools

• ServiceNow
• Zendesk
• HubSpot

Chat and meeting tools

Chat apps are essential for collaborating in knowledge work, and software development is no different. Whether it’s sending updates on a sprint or getting additional context on replicating a bug, these apps are often the main communication channel for anything crossing department lines. When you integrate Jira with these apps, you can automatically send updates from Jira projects (or even just specific issues) to these chat apps or create Jira issues from messages in these apps.

Examples of these tools

• Slack
• Microsoft Teams

Knowledge bases

Your knowledge base is your reference point for everything from internal workflows to your tool stack, and keeping that documentation up-to-date can be a full-time job all on its own. Software developers rely on your knowledge base to keep up with product updates or double-check processes they’re not entirely familiar with. A knowledge base integration means the information developers need is always at their fingertips.

Examples of these tools

• Confluence
• Notion

Other project management tools

Just because you manage software projects in Jira doesn’t mean it’s the only project management tool your organization uses. By integrating Jira with other project management tools, developers and team leads have all the context they need to know how software projects affect other projects (and vice-versa). It also allows project managers across departments to report on all their projects to stakeholders, no matter which tool they’re in.

Examples of these tools

• Asana
• Wrike
• Smartsheet

Integrate Jira with your tool stack using Unito

Unito is a 2-way sync solution for Jira and over 60 other tools that keeps all your work items up to date no matter where your teams work. With some of the deepest two-way integrations on the market, you’ll have all the data your workflows need right in Jira.

Want to see how this integration works? Here’s a look at Unito’s Jira-ServiceNow integration.

FAQ: Jira integrations

What are Jira integrations?

Jira integrations are software tools that bridge the gap between Jira and other tools, automatically creating work items and updating information in these work items. Some integrations push data in only one direction while other integrations like Unito offer two-way syncing back and forth.

What’s the difference between a native Jira integration and a third-party tool?

Jira has a number of built-in integrations for other Atlassian products, like Trello and Confluence, as well as other tools. These native integrations are usually more limited than third-party integration platforms, with the latter offering broader integration access and two-way sync.

Does Jira support two-way sync with project management tools?

Jira doesn’t offer two-way sync with other project management tools, you’ll need a third party tool like Unito to make that happen. Unito supports integrations with project management tools like Asana, Wrike, Smartsheet, ClickUp, and more.

Which tools can Jira integrate with?

Jira can natively integrate with over 3,000 apps, including Trello, Confluence, Miro, Figma, and more. Third-party integration tools like Unito can support more tools and more fields.

What Jira work item types can be synced with other tools?

Dedicated integration platforms like Unito can sync all Jira work items with other tools, including epics, stories, tasks, sub-tasks, bugs, and initiatives.

View the full article

Project managers have to collect requirements from stakeholders, turn these requirements into bite-sized tasks, dispatch these tasks to the right people, review work, send out reports, and more. Most project managers use project management automation to automate at least some of these tasks, whether that’s with built-in automations, software integrations, or other tools. That said, few project managers would say they’ve been able to automate 42% of their tasks.

In this guide, you’ll learn what project management automation is, the kinds of tasks it can automate, and the tools you can use to make this happen.

What is project management automation?

Project management automation refers to software-driven processes that use trigger-based or scheduled workflows to take on work like assigning tasks, sending status updates, reporting, and moving data between tools. A tool that automatically adds data from multiple sources into a spreadsheet for a status report, potentially saving you hours of data entry, is an example of automation. If it happens within the context of a project, it becomes project management automation.

In practice, project management automation relies on different types of automation, with two of the most popular types being trigger-based automation and bidirectional sync.

The 5 benefits of project management automation

Using project management automation throughout your projects can completely transform the way you run your projects.

Eliminates repetitive tasks

Likely the biggest benefit you’ll get from project management automation is how much repetitive, manual work you’ll eliminate. If, for example, a specific project needs regular status reports for stakeholders, someone’s going to have to go in and do this over and over again. With the right project management automation, you can eliminate that manual work, meaning someone’s going to get a lot of their time back. And that means it also…

Increases productivity

When you’re not constantly bogged down with busy work and repetitive manual tasks, you can put that time towards something more important — like getting that big deliverable out. One of the big struggles of project management is making the most of the time each collaborator can dedicate to your project. So anything that saves them time will mean more work will go towards those crucial tasks.

Improves communication

But project management automation isn’t just for streamlining tasks and eliminating manual work — it’ll also help with communication, say by syncing Miro to Wrike. Think about it this way. What is a notification but an automated message? Instead of sending emails or chat messages when specific tasks are completed, you can instead use project management apps and other apps to automatically notify collaborators when they need to stay in the loop. That means less busy work for everyone involved, and no one’s left wondering what’s going on.

Prevents mistakes

You’ve surely heard of Murphy’s law, right? “Anything that can go wrong will go wrong.” It’s a law mountaineers, hikers, and survival experts often repeat, and it’s well-known among project managers, too. Complex, clunky manual processes are full of opportunities for something to go wrong. Whether it’s an email that’s not sent, a message that goes unread, or a file that’s never printed, any time a person has to perform a task manually, there’s a chance it’ll go wrong. We’re all human, after all. But because automations aren’t human, they don’t forget. And that means fewer mistakes.

Makes project more scalable

Project management automation allows you to run more complex projects without overburdening a project manager, adding another project manager to your team, or increasing the number of people involved in a project. Automations can take on the routine manual work involved in project management that doesn’t really benefit from a human touch, manual work that increases as your projects get more complex. With the right automations, even a small team can potentially run massive projects.

Now that you’re on board, let’s dive into how you can roll out project management automations throughout your projects.

What can you automate in project management?

Project management automation is a broad term that encompasses a ton of tools, platforms, and features that you can use to make your projects run smoother. Whether you want to add a dedicated tool that does nothing but deploy automations throughout your project or just find automations in the tools you’re already using, here are four ways you can automate your projects.

Streamlining and triaging incoming requests

As a project manager, you’ll constantly be dealing with incoming requests. These can come from stakeholders asking for updates, collaborators needing more time for a specific task, or even other teams looking for your latest deliverable. Without a system in place to handle this, you’ll be drowning in emails and notifications.

Some tools, like Asana, have automations you can use to streamline this process and make it a lot more manageable. In Asana, you can use forms to standardize the way these requests come in and automatically assign them to the right person.

It’s a lot better than sifting through emails.

Dispatching tasks and follow-ups

Incoming requests are just the beginning of your task management woes. Once the work has been approved and scoped, you actually have to get it out to the right person. That’s fine when you’re dealing with an initial batch of tasks, but as follow-ups and review tasks start to mount, just managing that work becomes its own full-time job!

That’s why some tools have automations you can use to automatically handle this process. In ClickUp, for example, you can turn comments in a task into its own task. That means you can quickly make sure it doesn’t fall through the cracks.

These little features can save you a couple of minutes each time, all while ensuring that important information isn’t lost in the shuffle.

Automated status updates and notifications

One of the most time-consuming tasks for project managers is preparing and sending status updates. Stakeholders need regular updates on project work, cross-functional collaborators need to know when tasks they’re waiting on are completed, and leadership might expect updates that contribute to a company-wide portfolio.

These frequent status updates are essential to ensure projects keep running smoothly. That said, most don’t actually require a project manager’s attention. A quick list of completed and blocked tasks, or a few lines about the progress made since the last update, is usually enough.

Most project management tools have some level of automation for status updates, allowing project managers to quickly share updates without spending too much time preparing them. When projects span multiple tools, software integrations become essential for centralizing the data needed to make these updates.

Reporting and analytics

Reporting is a huge part of project management. Stakeholders want to know how things are going, individual collaborators need to be advised when things go wrong, and you might have to give team leads visibility on how many hours their teams are spending on your project.

But reporting can be a big headache. More than half of people who build reports as part of their job say that collecting data from multiple sources is one of the biggest challenges with reporting. Not to mention all the work they have to put into it.That’s why any project management automation that can make this process easier is a huge productivity boost. A tool like Unito, which automatically syncs data between tools, can be a great way to streamline your reports.

Budget tracking and cost alerts

Keeping projects on budget is a key responsibility for project managers. Best case scenario, going over budget means you might have to re-evaluate your project’s timeline or deliverables. Worst case scenario, you might have to put it on hold. That’s why project managers regularly evaluate spending throughout their projects, prepare budgeting reports, and share that data with stakeholders.

Automating this process gives project managers the best of both worlds. They keep visibility on their project’s budget, with automatic warnings when projects hit certain budget milestones, without having to manually review the cost of each task or deliverable.

Resource allocation and capacity matching

Project managers need to ensure that no one participating in a project is completely overwhelmed by their workload. That means striking a balance between giving them enough work to move the project forward and responding to their capacity as conditions change on a day-to-day basis. Without any automations, keeping up-to-date on workload means manually contacting everyone involved in a project regularly, whether that’s through email, meetings, or chat apps.

Project management automation can pull data from each task project members work on, whether that’s actual time or abstract units like t-shirt sizing or story points. From there, data can be compiled in a report project managers can review and share with relevant stakeholders.

Project templates and onboarding

Imagine if you had to start every project from scratch, with no template whatsoever. Listing tasks, figuring out workloads, establishing reporting cadences, and more. This would artificially inflate the time needed to complete that project, putting a strain on resources available for it.

Most project management tools offer prebuilt templates for common projects while also allowing you to turn past projects into templates for future work. This is a layer of automation most project managers are familiar with, which saves them a massive amount of time when kicking off a new project.

Syncing data across tools

Project managers rarely get to work exclusively out of one tool. If their project involves multiple teams, they’ll often be the ones jumping back and forth between tools to make sure everyone’s up to date. Even if everyone on the project works out of the same tool, reporting and budgeting alone can each involve their own tools.

That’s when you need a project management automation that can push data between your tools and keep everything in sync. That way, you know everything’s updated across your stack without any manual input.

One-way automation vs. bidirectional sync: What’s the difference?

Project management automation comes in two broad categories: one-way automation and bidirectional sync. One-way automation platforms use “if-this-then-that” type logic to automate a wide range of actions from one tool to another. You could, for example, create an automation that automatically turns a task in your project management tool into a record in a spreadsheet, allowing you to keep a detailed record of tasks across tools. Usually, however, the automation ends there. It performs a single action.

Bidirectional sync works differently. It creates two-way relationships between tasks in project management tools and work items in other platforms. As long as that relationship remains active (i.e., you don’t delete one work item or turn off the sync) updates will be made in each. Every time you leave a comment, update a field, or move a work item, that action will be replicated in the other tool.

Many project management tools also have native (i.e., built-in) automations that allow you to streamline basic workflows. They’re simple and easy to use, so much so that most project managers are already using them without realizing it.

How to get started with project management automation

If you’ve never deployed a project management automation, here’s a quick guide to getting started:

1. Audit manual tasks: Go through your project management process and identify the tasks you have to perform manually.
2. Prioritize tasks: You can prioritize the tasks you need to automate in a variety of ways, like frequency, amount of manual work required, or how easy it is to automate.
3. Pick the right automation: Many project managers start with their project management tool’s built-in automations, but that isn’t always the best approach. Consider if bidirectional sync is a better fit.
4. Start with one workflow: This accomplishes two things. First, your setup time will be reduced dramatically, since you won’t be trying to automate everything at once. Second, you’ll be able to review the impacts of an automation solution before it has access to all your projects.

Using Unito for project management automation

Unito is a project management automation tool with the deepest two-way integrations for some of the most popular tools on the market. That includes project management tools like Asana, Trello, ClickUp, and monday.com, but also developer-focused tools like Jira, GitHub, and GitLab. With more than 30 integrations, you can sync data back and forth between tools so everyone’s in the loop no matter where they’re working from.

With a Unito flow, you can build automated reports in spreadsheet tools like Google Sheets and Excel, dispatch work across multiple project management tools, and automate repetitive manual processes.

FAQ: Project management automation

What is project management automation?

Project management automation refers to software-powered processes that automatically take actions for you in project management tools. That can range from minor changes to fields in your tasks to the creation and assignment of new tasks.

What tasks can be automated in project management?

Depending on the project management automation tool you use, you can automate a range of tasks, like:

• Creating work items.
• Assigning tasks.
• Updating fields.
• Creating new projects
• Closing work items.

What’s the difference between workflow automation and project management automation?

Project management automation focuses on work items within a project, sometimes transferring them to other tools. Workflow automation is the connective tissue between steps along your workflow, covering tasks on a broader scale.

How does bidirectional sync differ from one-way automation?

One-way automations use “if-this-then-that” logic to automate a wide range of actions across hundreds of tools. That said, they typically only handle simple actions. Conversely, a bidirectional sync creates a two-way relationship between work items that keep them all up to date as you work.

What project management tools support automation?

Many project management tools have built-in automations, like Asana’s rules and ClickUp’s automations. Third-party automation solutions like Zapier, Unito, and Tray.io are compatible with most project management tools.

View the full article

Here’s everything you need to know about NetSuite integrations.

What is NetSuite?

NetSuite is an enterprise resource planning (ERP) platform, a type of system that centralizes finance, customer relationship management (CRM), product inventory, HR features, and e-commerce. Many enterprise-sized organizations use ERPs like NetSuite to handle the vast majority of their operations without needing to build a massive tool stack. That said, organizations might also rely on separate project management, ticketing, and software development tools.

What is NetSuite integration?

A NetSuite integration connects NetSuite with other tools, bridging the gap between them. This can give your finance team complete context on work happening in a separate project management tool, tie specific expenses to software development work, and more. All without long email chains or copying and pasting data back and forth.

NetSuite is often integrated with tools like:

• Project management tools like Asana, Smartsheet, and Jira.
• CRM platforms like HubSpot and Salesforce.
• Customer support apps like ServiceNow and Zendesk.
• Software development platforms like GitHub and GitLab.

Why does NetSuite integration matter?

Integrating NetSuite with the other tools you use creates significant benefits, such as:

• Better reporting: NetSuite has deep reporting features that gives everyone from finance to HR a better look into what happens throughout the organization. But without the right integration, these reports can miss essential data from other tools.
• Increased productivity: Having to manually ship data back and forth between NetSuite and other tools takes time. With a NetSuite integration, your teams can get that time back and dedicate it to more productive tasks.
• Full context for all teams: NetSuite integrations can pull data from just about every business function into NetSuite. That means any team can get context on software development, project management, and more.
• Alignment across teams: With NetSuite integrations, every team in your organization can have access to the same data. They all work with the same context, allowing them to collaborate more efficiently.

4 types of NetSuite integration

NetSuite integrations aren’t all created equal. This can be due to a difference in the technology behind them (e.g., one-way automation vs. two-way sync) or the reason they’re built (e.g., covering as many connectors as possible or covering a single use case). NetSuite integrations can vary across three important factors:

• Ease-of-use: How easy is setting up the integration? Can any business user build and maintain integrations or are technical skills required?
• Breadth: How many integrations does the platform offer? Are they spread out over different types of tools or only cover a specific kind?
• Depth: Does the integration platform only support a few fields or is it more comprehensive? Can it reliably automate a range of actions or only a few?

Here are some of the most popular types of integrations for NetSuite:

• NetSuite Connector: NetSuite Connector is a built-in integration solution NetSuite users can deploy to map integrations between NetSuite and ecommerce, marketplace, logistics, point-of-sale systems, and more. Using these integrations can be technically limited and hard to customize, but they’re built right into NetSuite.
• Automation platforms: Platforms like Zapier use simple, trigger-action logic to automate a wide range of actions across thousands of apps. These actions range from automatically creating new work items to updating individual fields and even archiving work items. The advantage of these integrations come with the wide breadth of tools they support, but they can perform fewer actions in these tools.
• Two-way sync: A two-way sync tool like Unito builds relationships between work items in NetSuite and other tools. This allows work items to be automatically created to match items you create manually, as well as automatically updating fields across tools.
• Agentic AI: AI agents are the closest you can get to having robotic coworkers. They can independently take actions and make decisions the same way a human can. Some AI agents can even work across tools, transferring data and taking actions.

How to integrate NetSuite with Unito

Here’s a look at how an integration between NetSuite and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect NetSuite and the tool you’re integrating to Unito.
2. Choose flow direction: Most Unito integrations support both one-way and two way flows, allowing you to choose between syncing data out of NetSuite, into NetSuite, or both.
3. Set rules: With Unito rules, you can build simple trigger-action logic chains to filter out work items you don’t need synced or automate certain actions. All you need to do is pick a trigger and choose the action you want the rule to take.
4. Map fields: Unito’s field mappings match data in NetSuite with similar data in other tools, so information always ends up in the right place. In most flows, Unito can map these automatically, and you can customize them further from there.
5. Launch your flow: Once you’ve mapped your fields, your flow is ready to launch. After an initial sync, Unito will automatically update work items as you work.

Want to see this Unito integration in action? Check out this video demo.

Challenges to watch out for when integrating NetSuite

Before you pick a NetSuite integration, consider the following challenges.

Deployment times and technical resources

NetSuite is a platform used by enterprise organizations, and these organizations need enterprise-grade integrations. But some of these integrations can take weeks or months to deploy, meaning it can be some time before you see any return on your investment. Additionally, they might require significant technical resources to deploy, troubleshoot, and maintain, and not all organizations have the resources to do this internally.

Integration depth

Integration depth refers to the number of fields an integration can modify or sync data out of, as well as the types of actions it can automate. Some integrations, for example, only handle a few fields. They might even not allow you to interact with data between tools, only giving you a snapshot of a connected work item in a read-only view. Deeper integrations aren’t always better — this will depend on the workflows you need to automate.

Real-time integration

Not all integrations support real-time data transfers, which are essential for some workflows. When researching integration platforms, you’ll want to investigate this capability. Some vendors may advertise real-time integrations but, in reality, only sync data every 15 minutes or so. Not all workflows need real-time integrations, but it’s something worth researching when comparing vendors.

Performance and scalability

Enterprise organizations have different integration needs than smaller businesses. A smaller team with workflows that only see a small amount of data might be well-served by a single Zapier automation. An enterprise organization might need multiple automations to accomplish the same result, but this approach rarely scales well. Automation chains require significant maintenance to work right, and they start to crumble with enterprise-level data needs. When researching integration solutions, consider this challenge carefully.

How to keep NetSuite integrations secure

Because NetSuite integrations move data between platforms, data security is especially important. Here are some ways you can keep these integrations secure.

Compliance

As an organization that handles data, you’re subject to various regulations covering your responsibilities in keeping that data safe. But if you’re in specific jurisdictions or industries, you have to abide by additional regulations, such as California’s CCPA (California Consumer Privacy Act) or healthcare’s HIPPA (Health Insurance Portability and Accountability Act). When researching integration vendors, ensure they use processes that comply with whatever regulations you need to comply with.

Access control

Access control allows you to do two things:

1. Restrict who has access to a specific platform or service.
2. Determine what someone who has access to that platform or service can do.

Many integration solutions have role-based permissions, which allows you to strictly control who has access to an integration platform without managing individual credentials — which rapidly becomes untenable when you have hundreds of teams. Picking an integration solution with rigorous access control features can help you keep your integrations secure.

Security certifications

Security certifications like SOC 2 Type 2 give you a framework to follow for keeping customer data secure. Integration vendors can acquire these certifications just like any organization, which allows you to quickly compare data security across vendors.

Best practices when integrating NetSuite

When rolling out your first NetSuite integration, consider these best practices:

1. Start with a small pilot project between a few NetSuite records and work items in another tool. This allows you to test out an integration solution before it has access to all the data in your NetSuite workspace.
2. Evaluate the results of a pilot project before implementing integrations at scale. Look for situations where the integration solution saves essential time, where it stumbles, and where your team had to adapt the way they work.
3. Consider whether you need an integration solution that can be restricted to technical users (e.g., your IT team) or one that’s more accessible for all users.
4. Once a year, review the integration vendor you’ve chosen and compare their offering to the broader market to ensure they’re still competitive.
5. Use built-in NetSuite integrations when possible to enhance any third-party integrations you deploy.

View the full article

Tray.io and Unito are a perfect illustration of how these two approaches differ.

Overview

When choosing between Unito and Tray.io, users choose a platform based on two factors: how easy it is to use and how deep the integrations are. Tray.io supports more connectors, but setting them up typically requires deep involvement from your IT team or reliance on third-party technical experts. It also only supports one-way automations, which struggle to handle more complex workflows. Unito offers deep, two-way syncing that’s easy to set up, use, and modify, without technical skills or IT involvement. Both move data between tools, but sync direction and complexity are key differences.

What is Tray.io?

Tray.io is a useful tool for bringing automation to your software workflow. As an automation solution, the tool operates using trigger-based recipes. Using their visual workflow mapping tool, you essentially decide that if something happens in “Tool A,” here’s what should happen in “Tool B.” These automations are quite configurable and can be used to speed up your workflow in a ton of different ways.

What is Unito?

Unito takes a different approach, using two-way workflows to connect your different work management tools. Rather than using recipe-based automation, Unito allows information to flow freely back and forth between synced tools. So if you’re collaborating with another team who uses a different tool, you just need to establish an initial connection outlining your desired workflow. Then you can essentially go on with your work, knowing that any changes, communications, or other bits of information you selected, will continue to flow through the synced software.

Let’s say your customer service team has a Zendesk ticket that requires the involvement of the development team. With recipe-based automation, you could have that Zendesk ticket automatically become an issue in Jira. With an additional recipe you could have comments on the Jira issue then appear as comments within the Zendesk ticket. Or create a recipe that sends attachments from Jira back to Zendesk, so your customer service agents get any status reports.  With a Unito workflow you could create a “Dev support” tag in Zendesk that, when used, automatically creates a corresponding issue in Jira. Then any changes made to the ticket OR the Jira issue will appear in the other tool in no time. The two teams can communicate and collaborate, all through that single ticket. It’s the simplest solution for working across teams and tools.  Here’s a more detailed example, dealing with a support ticket escalation workflow using Zendesk and Jira.

Unito vs. Tray.io: How they compare

Let’s dive into the differences between Unito and Tray.io in more detail.

Integraiton type: Two-way workflows vs. one-way automation

Think of an individual task in your typical project management tool. How many elements are there in that task? There’s the title, the description, the assignee, the due date, the comments. Then there’s also rich text formatting, workflow statuses, @mentions, attachments, custom fields, and subtask hierarchies. And this task is one of several in a single project. Now imagine you want this project to live in two different tools, with two different teams collaborating on it simultaneously. Things risk getting complicated fast.

In this scenario, one of the downsides of using recipe-based automation is that you’re usually left with two options: either create two recipes to essentially create a new task in one tool each time it’s updated in the other OR create a series of recipes for each element. This means two recipes for comments, two recipes for attachments, etc, which reflect the updates in each tool. In other words, you either need to do a lot of recipe building or you need to stay on top of a ton of new versions of a single task. Tray.io makes this work quite a bit easier through its simple workflow mapping.  

Unito workflows, on the other hand, require you to build a single connection (a sync) between the two tools. Once that’s done, updates will flow between the different software as they’re made. With Unito, you can even create workflows that sync projects from any number of tools. No need to keep building recipes, or deal with different versions of a single task. Just easy collaboration.

Setup complexity

Some organizations need an integration solution that’s easy enough to use that anyone, in any team, can easily set up an integration without any help from IT or external consultants. Other organizations want an integration solution that’s more complex, requiring some level of technical knowledge to set up. Neither approach is necessarily better than the other, it’s just about finding the right approach for your needs.

According to Tray.io users, there can be quite a learning curve involved in setting up automations, especially at first. This can make it difficult for less technical users to regularly use Tray.io or fix automations when they break.

Most Unito users, conversely, have no technical background. They aren’t IT, software developers, or engineers. On average, they set up their first integration in 12 minutes. That makes Unito a better solution for organizations that need to democratize integration access.

Supported tools

Unito currently has over 60 integrations, including:

• Jira
• ServiceNow
• Asana
• Smartsheet
• Trello
• Wrike
• Azure DevOps
• Salesforce
• ClickUp
• Google Sheets
• Notion
• Microsoft Excel
• GitLab
• monday.com
• GitHub
• Zendesk

Tray.io has over 500 pre-built connectors, including many Unito integrations. They also offer to integrate any web-based software apps.

Total cost of ownership

One major difference between the tools is pricing. Unito provides a two-week free trial and then you’ll have to choose a paid plan. With Tray, you’ll need to get in touch with their sales team to get an exact price, but most organizations pay thousands of dollars a month.

Additionally, when using Unito, you only need to pay a single fee to access the platform. The cost of using Tray.io typically involves fees for the initial license, professional services, and add-ons.

Time to deploy

Tray.io is an enterprise-grade automation solution, and it comes with deployment times that match that intended user. Connecting your tools to Tray.io and setting up your first integration can take anything from weeks to months. This platform requires a significant investment before you start seeing any impacts.

With Unito, on the other hand, you can be syncing work items within minutes. Some connectors might involve a few additional setup steps, but most integrations can go from setup to initial sync in about 12 minutes. This means you get an immediate return on your investment.

When you should use Tray.io

If you need an integration solution that supports just about any connector you need and your workflows only need one-way automations, then Tray.io might be the best option for you. Just be aware that it might take a significant amount of time for your teams to onboard, and setting up integrations won’t be accessible for everyone.

When you should use Unito

If the tools you need to integrate are supported by Unito, then this might be the best platform for you. It’s one of the few integration platforms that supports two-way syncing for most fields in the tools it supports, while being easy enough for anyone to set up and use within minutes.

FAQ: Unito vs. Tray.io

What’s the main difference between Tray.io and Unito?

Tray.io uses one-way automations to support complex, enterprise-grade workflows. Unito, on the other hand, uses two-way sync to build relationships between work items in tools while also supporting enterprise workflows.

Which platform is more cost-effective?

Tray.io can quickly get expensive, since you won’t just need to pay for the initial license to access the platform. You’ll also need to budget for professional services for the initial onboarding and ongoing use. With Unito, you just need to pay for a monthly or yearly subscription cost.

Can Unito handle enterprise-level security requirements?

Absolutely. Unito is SOC 2 Type 2 certified, which involves strict measures that support enterprise workflows and enterprise-level security requirements. 

How long does implementation take for each platform?

Implementing Tray.io for the first time and onboarding your teams can take weeks or months, due to the technical expertise required and the significant learning curve involved. With Unito, on the other hand, even users with no technical expertise can deploy their first integration in minutes.

Which platform is better for non-technical users?

For non-technical users, Unito is the better choice. Tray.io requires either technical expertise or third-party experts.

Can both platforms integrate with the same tools?

No. While Unito offers deep, two-way integrations for over 60 tools, it doesn’t integrate with as many tools as Tray.io. Tray.io supports one-way automations for hundreds of tools.

Recent updates

March 9th 2026: Significantly reworked article structure to highlight different integration capabilities, security features, and more. Added a summary table and decision framework. Added frequently asked questions.

View the full article

Here’s everything you need to know about Freshservice integrations.

What is Freshservice?

Freshservice is an ITSM (Information Technology Service Management) solution built with enterprise organizations in mind. It allows IT teams to centralize the services they give to employees or customers, keeping initial requests, essential context, and resolutions in one place. With strong AI-powered features, it’s become a powerhouse for IT teams.

What is Freshservice integration?

A Freshservice integration connects Freshservice with other tools, bridging the gap between them so IT teams can collaborate more efficiently with other teams without long email chains or manually copying and pasting data between tools. These integrations can automatically push data from service requests to software development platforms, give leaders more visibility on IT trends, and more.

Freshservice is often integrated with tools like:

• CRM tools like HubSpot and Salesforce.
• Software development platforms like GitHub and Azure DevOps.
• Project management platforms like Jira, Asana, and Smartsheet.
• Other customer support or service apps like ServiceNow and Zendesk.

Why does Freshservice integration matter?

Integrating Freshservice with other tools creates significant benefits for your IT teams, such as:

• Improved average resolution time: When IT teams don’t have the context they need, service requests get stuck. Integrating Freshservice with other tools means IT teams know what’s happening in other tools even as they work.
• Better SLA compliance: For IT teams that provide services to external customers, SLAs are an essential metric. Integrations ensure essential information isn’t lost in translation, allowing IT teams to respond to issues more quickly.
• Stronger reporting: Freshservice is a great tool, but it’s not always the best platform to report on your IT team’s work. With the right integration, you can sync Freshservice data to your reporting tool of choice so stakeholders have more visibility on ITSM trends.
• Fuller context: Integration solutions let you centralize data from multiple tools in Freshservice, meaning IT teams can have access to everything from customer support tickets in other tools to software development projects and more.

4 types of Freshservice integration

Not all Freshservice integrations are the same. Some are designed to cover basic functionality while being easy to set up and use. Others allow for deep integration (i.e., supporting more fields and automating more actions) but require deep involvement from a technical team and significant time to deploy. Meanwhile, iPaaS solutions like Unito strike a balance between the two extremes, allowing you to get the best of both worlds.

Here are some of the most popular types of Freshservice integration:

• Built-in Freshservice integrations: The Freshservice app store offers integrations built by the Freshservice team for tools like Microsoft Teams and Slack, allowing updates and work from Freshservice to be pushed to these platforms automatically.
• Automation platforms: Tools like Zapier use if-this-then-that logic to automate simple actions across thousands of apps. This logic means Zapier users can easily build integrations for Freshservice in just a few clicks. While these integrations are more limited than other options, their sheer availability and ease-of-use are serious advantages.
• iPaaS: An iPaaS solution like Unito builds relationships between work items in Freshservice and other tools, allowing data from over 100 fields in Freshservice to sync automatically to other tools you use. These platforms allow for seamless collaboration across Freshservice and other tools.
• Agentic AI: Freshservice’s Freddy AI Agent can automatically take actions not just in Freshservice, but across e-commerce tools, social media platforms, and more. These AI agents are a natural first step for Freshservice users looking to automate repetitive tasks.

How to integrate Freshservice with Unito

Here’s a look at how an integration between Freshservice and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect Freshservice and the tool you’re integrating to Unito.
2. Choose flow direction: Most Unito integrations support both one-way and two-way flows. Unito’s Freshservice integration only syncs data from Freshservice out to other tools, streamlining how work is dispatched to IT teams.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want synced or automate certain actions. Build a rule by setting the trigger Unito should look for and the action you want it to take.
4. Map fields: In most flows, Unito can automatically map fields in Freshservice with fields in other tools. From there, you can customize these mappings so they match your workflow exactly.
5. Launch your flow: Once you’ve mapped your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Want to know more? Check out this in-depth guide to integrating Freshservice with Jira.

Challenges to watch out for when integrating Freshservice

Before you pick an integration, consider the following challenges.

Deployment times and technical resources

Some integration solutions are built to support just about every field in Freshservice and any tool you might need to integrate it with. But actually implementing these platforms can potentially take weeks, if not months, as they’re configured to your specific needs. That implementation also requires significant technical knowledge, whether that comes from your own IT team, third-party consultants, or an integration vendor. Choosing the wrong integration solution can be a significant investment that takes time to achieve a positive ROI.

Integration depth

A “deep” integration supports more fields and can automate more actions than other integrations. While a deeper integration can seem like a better investment on the surface, that’s not always the case. Deeper integrations typically involve more complex and lengthy deployment — with only a few exceptions. When researching an integration solution, make sure it’s deep enough to support your workflows without reaching a level of complexity that makes it too difficult to use.

Authentication and security

Integration solutions need to access Freshservice and the other tools you use, often in the same way you access them. This creates an inherent security vulnerability you wouldn’t have to worry about without an integration. That said, most integration vendors are aware of this, ensuring data security with measures like data encryption and prompt incident response.

How to keep Freshservice integrations secure

Freshservice integrations move data between service requests and work items in other tools, which makes data security especially important.. Here are some things to keep in mind so you can keep these integrations secure.

Compliance

Depending on your industry and your jurisdiction, the way you handle data has to comply with various regulations and best practices. If you’re located — or have customers in — California, for example, you have to abide by the state’s California Consumer Privacy Act (CCPA). Similarly, specific industries have their own regulations, like the Health Insurance Portability and Accountability Act (HIPAA). When researching integration solutions, make sure they comply with any regulations you need to abide by.

Access control

Access control refers to measures you take to limit who can and can’t access a platform. Before you deploy an integration solution, you need to consider two things:

1. Who will have access to it.
2. If the platform can support the level of access control you need.

Some platforms allow for precise, role-based access control, while others are more limited. Make sure the platform you choose meets your needs.

Security certifications

Certifications like SOC 2 Type 2 are data security frameworks that achieve two things:

1. Give companies guidelines to follow for keeping data safe.
2. Allow vendors to show their commitment to data security.

When you’re researching integration vendors, review their security certifications to ensure their commitment to data security matches yours.

Best practices when integrating Freshservice

When rolling out your first Freshservice integration, consider these best practices:

1. Start with a small pilot project between a few Freshservice service requests and work items in another tool. This lets you get a feel for an integration solution before it has access to all your organization’s data.
2. Evaluate the results of a pilot project before implementing integrations at scale. That way, you can customize an integration solution to support your workflows based on what you’ve learned.
3. Consider if you need an integration solution that requires technical knowledge to use — restricting access to IT teams — or if you need something more accessible for all teams.
4. Review the integration vendor you’ve chosen at least yearly to ensure they’re competitive compared to the broader market.
5. Use built-in Freshservice integrations where possible to enhance any third-party integration solution you use.

View the full article

Here’s Unito’s full guide to how these work.

What are AzureDevOps integrations?

Azure DevOps integrations bridge the gap between ADO and other tools, like Jira, Smartsheet, ServiceNow, and Smartsheet. Depending on the type of integration you use, this might only involve creating new work items in other tools or updating a single field. Other integrations create true, two-way relationships between tools, meaning work items are automatically kept up to date as you work.

Integrations can give you snapshots into other tools, enable seamless collaboration, and centralize data from throughout your organization.

Why integrate Azure DevOps with other tools?

Integrating Azure DevOps allows you to:

• Save time on collaboration.
• Save money on unnecessary software licenses.
• Unlock new opportunities for cross-team workflows.
• Back up essential data in real-time.
• Enable workflows like ticket escalation.

With the right integration, you can seamlessly transfer data back and forth between tools, eliminating the need for a team member to manually copy and paste updates. Everyone in your team can work with up-to-date information without any extra work.

What are your options for integrating Azure DevOps?

All integrations transfer data between Azure DevOps and other tools. But the technology behind these transfers can completely change the actual impact of each integration. Here are some of the most popular options for integrating Azure DevOps.

Built-in Azure DevOps integrations

Since Azure DevOps is a Microsoft product, it integrates natively with other Microsoft 365 products, allowing data from Azure DevOps work items to appear in other Microsoft products. This approach requires some technical knowledge to deploy, however, meaning it’s not very accessible to the average user and will usually be deployed in larger organizations. Azure DevOps also offers a few other built-in integrations with tools like GitHub, though they have that same technical requirement.

Automation tools

Automation tools like Zapier or Make.io use “if-this-then-that” to automate actions between Azure DevOps and other tools. That includes creating new work items or updating a single field. With these tools, you could, for example:

• Automatically send messages to chat apps after pushing code in Azure DevOps.
• Create new work items in Azure DevOps from Jotform submissions.
• Add new Notion database items to Azure DevOps work items.
• Create new Azure DevOps work items to match Zendesk tickets.

These actions are pretty simple, but they can make a big impact on your team’s overall productivity, especially at scale.

2-way sync tools

A 2-way sync tool goes beyond automation, creating two-way relationships between work items in Azure DevOps and items in other tools. That allows these tools to automatically create new work items to match the ones you create in either tool, all while updating fields as you work.

Say, for example, that you’re syncing ServiceNow with Azure DevOps, so tickets automatically become tasks in Azure DevOps when they’re escalated. Not only will a 2-way sync create that new task, it will automatically update both task and ticket as developers and customer success agents work. New context in ServiceNow is automatically transferred to Azure DevOps, while customer success agents in ServiceNow get updates on the work developers do.

Tools like Unito create an environment for seamless collaboration across tools and teams, while being easy enough to deploy that anyone can learn to use them.

The 5 best Azure DevOps integrations

If you’ve yet to integrate Azure DevOps with any of your tools, here are the tools you should prioritize.

Project management tools

Azure DevOps is a great place for handling every stage of the software development lifecycle, but that doesn’t mean it’s necessarily the best platform for managing software projects. Team leads and project managers typically prefer dedicated project management tools for planning and dispatching development work. Not only that, but important context for that work might come from other project management tools — few organizations use only one, after all — and require manual copying and pasting to get to the right place.

By integrating project management tools with Azure DevOps, you can keep all priorities in one place, meaning team leads never have to chase an update in another tool.

Examples of these tools

• Jira
• Asana
• ClickUp
• Trello

CRMs and customer support tools

If you’re offering a software product or a service that requires development work, your developers need to work closely with customer success, sales, and other customer-facing teams. They might be involved in resolving complicated issues for customers and scoping custom development work for sales deals, time-sensitive tasks with heavy collaboration.

Integrating Azure DevOps (where development work happens) with your CRM and customer support tool (where the requests are created and fleshed out) improves collaboration between developers and these teams. Asking for an update or sharing progress reports can be done in either tool, with your integration serving as the communication channel between the two.

Examples of these tools

• ServiceNow
• Salesforce
• HubSpot
• Zendesk

Chat and meeting tools

Chat and meeting tools are the communication infrastructure that keeps software projects moving smoothly. Email is too slow, and finding the right way to get someone’s attention in a project management tool can quickly become its own workflow. That’s where chat apps shine, allowing anyone in your organization to send a quick update or surface a change they’ve made to your codebase.

By integrating Azure DevOps with your chat tools, you can automatically send messages when important work gets done, get comments transferred over and more.

Examples of these tools

• Slack
• Microsoft Teams

Knowledge bases

Your knowledge base is where you keep best practices, product information, and more. For many software developers, your organization’s knowledge base has a semi-permanent spot on their second screen as they work. But not everyone works with it often enough that such a setup makes sense, and they’d be better-served by having data from that knowledge base right where they work.

With the right integration, updates from Azure DevOps can automatically show up in relevant pages in your knowledge base. Similarly, context from your knowledge base can automatically be added to relevant ADO work items.

Examples of these tools

• Confluence
• Notion

Other software development tools

Azure DevOps might be the platform of choice for many of your software developers, but that doesn’t mean it’s the only place product work happens. If you’re collaborating with external contributors or even just combining codebases with an organization using a different tool, an integration can help you unify product work no matter which platform you’re using.

Examples of these tools

• GitHub
• GitLab

Integrate Azure DevOps with your tool stack using Unito

Unito is a 2-way sync solution for Azure DevOps and over 60 other tools that keeps all your work items up to date no matter where your teams work. With some of the deepest two-way integrations on the market, you’ll have all the data your workflows need right in Azure DevOps.

Curious to see how Unito’s Azure DevOps integration works? Here’s a look at Unito’s Azure DevOps-ServiceNow integration.

FAQ: Azure DevOps integrations

What are Azure DevOps integrations?

Azure DevOps integrations bridge the gap between this and other tools, like Jira, Salesforce, Asana, or GitHub. These integrations allow data to flow automatically between tools, eliminating the need for manual status updates, constant tool-switching, and constant status meetings.

What’s the difference between a native Azure DevOps integration and a third-party tool?

Being a Microsoft product, Azure DevOps integrates natively with Microsoft tools like Teams, Excel, and Power BI. But it also has native integrations for GitHub, Slack, ServiceNow, and more.

The main difference between these integrations and third-party tools is in the amount of fields supported, the availability of two-way syncing, and the ease of implementation. Third-party tools can be more difficult to set up, but typically have more depth than built-in integrations.

Does Azure DevOps support two-way sync with project management tools?

Azure DevOps doesn’t have built-in two-way sync functionality, so you’ll need a third-party tool to achieve this. A tool like Unito creates persistent, bidirectional relationships between work items in Azure DevOps and items in other tools, supporting historical data and field-level control.

Which tools can Azure DevOps integrate with?

Depending on the integration solution used, you can integrate Azure DevOps with hundreds of tools, from project management platforms to other software development tools. Unito, for example, offers two-way integrations between Azure DevOps and tools like Jira, ServiceNow, Salesforce, Smartsheet, and more.

What Azure DevOps work item types can be synced with other tools?

Integration platforms support a variety of Azure DevOps work item types. Unito, for example, supports all native and custom Azure DevOps work item types, including epics, user stories, tasks, bugs, features, product backlog items, test plans, test cases, and impediments.

View the full article

After all, no one platform can do everything, even though Salesforce is leading the market year-after-year with new innovations, such as the launch of AI agents with the new Agentforce release. But not everyone is ready to fully adopt AI workflows and not every tech stack is the same. That’s why choosing the right integrations is a crucial next step to level up the value your team gets from Salesforce. 

As you’ll see below, most of these integrations can be accessed within AppExchange, Salesforce’s native app and integration marketplace. Many are also available within integration platforms including: Zapier, Workato, and Unito’s own Salesforce connector.

Here are some of the best Salesforce integrations, from email, to marketing automation, to messaging.

What is Salesforce?

Salesforce is a popular tool for sales teams, allowing them to manage their pipeline, automate outbound initiatives, plan their sales strategy, and more. It also centralizes marketing automation, customer service, e-commerce features as well. That makes it a powerhouse for customer-facing and revenue-generating teams.

What are Salesforce integrations?

A well-implemented Salesforce CRM stores nearly all the information generated when an organization interacts with its customers. Then, people across the company can quickly and easily access that information, making future interactions with customers as smooth, easy, and helpful as possible. 

But not everyone in your organization uses the same apps and tools in their day-to-day. Moreover, Salesforce is typically siloed from other apps in your stack by default. So a Salesforce integration is needed to enable teams to share key data points automatically without having to jump between tabs or apps.

Not sure when integrating Salesforce makes sense? Check out our free ebook guide here!

Why do Salesforce integrations matter?

In short, a Salesforce integration gets important data from outside Salesforce into the hands of the teams who need it most: sales, support, or anyone else talking to customers every day. Salesforce integrations get data stored on other platforms into the CRM your reps use every day so they can focus on what they do best (selling) instead of sending requests for information or searching for it in unfamiliar apps.

For sales teams in particular, there can be tons of potential friction points where an important deal can fall through the cracks because of a missed opportunity or detail. A crucial bit of external data comes in just a bit too late to save the deal. The sales cycle is too slow for some customers, and too fast for others. Content aimed at helping conversation is trapped in other tools, out of reach for your salespeople.

Some integration solutions, like Unito, can be deployed quickly without technical knowledge. Others require Salesforce architects to be deployed correctly.

3 types of Salesforce integrations

When integrating Salesforce with the rest of your tool stack, you have more than a few options. Some are built right into Salesforce while others rely on third-party platforms.

Salesforce AppExchange

Salesforce offers built-in integrations through AppExchange, with many of them being built by third-party partners but deployed right in your Salesforce workplace. By navigating the marketplace, you can easily add integrations for the tools you rely on every day, which enables sales reps to get results without depending on extensive technical services.

This will usually be the first place you check for Salesforce integrations. When you don’t find exactly what you need, you’ll then move on to a third-party integration platform.

Automation tools

Whether it’s a deep automation service like Make.io or a simpler, more user-friendly automation tool like Zapier, these are some of the most popular ways to automate workflows — including your sales process. They do have their limitations, but they can be hard to beat when it comes to onboarding your teams quickly.

The main challenge with automation is the repetitive recipe-building process. These tools only sync data under very specific circumstances – if a single rule deviates in any way from the intended use case, critical data simply won’t sync. So it takes practice to figure out how to make them work for you.

2-way sync tools

A 2-way sync solution like Unito doesn’t just allow you to create automations between your tools; it creates true two-way relationships between any Salesforce standard or custom object with items in another paired tool. That means any update to your Salesforce objects can be automatically synced over to items in another tool with no extra work. To replicate something similar with an automation tool — or AppExchange — needs several layers of automation. That means more moving pieces that can break or delay things.

Find out more about why two-way sync is the future of integration here.

14 Essential Salesforce integrations

Microsoft Outlook

A Microsoft Outlook-Salesforce integration creates a goldmine of important customer data. With a 2-way Outlook-Salesforce integration, you can manage that data right from your inbox. 

For example, after interacting with a client over email, you could create a Salesforce record of it within Outlook. Or, you could sync data like contacts or upcoming tasks between the two platforms. 

This integration will save you time by eliminating manual busywork. You can also analyze more data from Outlook within Salesforce, discovering even more about your customers. 

Best for

Companies that rely on Outlook, and often move data from Outlook into Salesforce. Most of the time, this will be contact information that comes in by email. Otherwise, you’d have to manually copy this information into Salesforce.

You can integrate Outlook and Salesforce through built-in Salesforce features or third-party integrations.

Google Apps and Google Suite

If your company prefers Google to Microsoft, you can still integrate your CRM and email. 

Gmail Salesforce integration lets your teams work with Salesforce data from their inbox, make Salesforce records with email data, and automatically include Gmail customer correspondence in your CRM. 

Meanwhile, Integrating Google Apps with Salesforce lets you share information from Google Docs or a spreadsheet with your CRM. In fact, with the right template, you can even centralize your Salesforce data in Google Sheets.

All that adds up to a more productive, efficient, and less stressed-out team. 

Best for

Companies that rely on Google apps, like Gmail, Google Calendar, and Google Drive. Depending on the specific platform, you can sync contact information from your emails, meetings from Calendar, or documents from Google Drive.

Slack

A Slack-Salesforce integration sounds like a match made in heaven, doesn’t it? After all, if Slack saves you from drowning in email, why not make things even more efficient? 

There’s even a dedicated Salesforce for Slack app that you can download through Salesforce’s AppExchange marketplace. 

By integrating Slack and Salesforce (or Google Sheets and Salesforce), you’ll have access to all your Salesforce data right within Slack, by searching all your records, then quickly and easily sharing information with colleagues. You can also set Slack notifications, based on Salesforce activity. 

Best for

Teams who regularly discuss Salesforce data in Slack and need to speed things up. With a Salesforce integration for Slack, you can go from casual conversation to action much faster.

MailChimp

A Mailchimp-Salesforce integration lets marketers send new leads directly to the sales team automatically. Email is crucial to most marketers’ strategies, and MailChimp is one of the most popular tools out there. That’s why it’s so smart to integrate Mailchimp Salesforce and sync your marketing leads directly into your CRM. 

By integrating, you’ll be able to send your contact list and promising leads directly to MailChimp, making it even easier to launch hyper-targeted marketing campaigns. Data can also flow in the opposite direction so that you can create leads in Salesforce based on your Mailchimp subscriber. 

Best for

MailChimp campaigns can be a great way for marketers to qualify leads. If you want to be able to bring your marketing and sales teams closer — and who doesn’t — this Salesforce integration can do that while saving you a ton of manual work. We often see use cases at Unito where marketing teams in Mailchimp build campaigns and send MQLs directly into Salesforce automatically.

ActiveCampaign

An ActiveCampaign-Salesforce integration lets your team automatically follow-up with leads, as well as apply deal tracking and ActiveCampaign’s list segmentation to your Salesforce data. Plus, ActiveCampaign has 960+ integrations of its own, further broadening the scope of what you can do with Salesforce. 

Best for

Like Salesforce, ActiveCampaign is a CRM. But ActiveCampaign emphasizes marketing automation, and that makes it even more powerful in combination with Salesforce. 

But no matter the platform, marketing automation is about smoothing out the pipeline from potential interest to definite interest. With this Salesforce integration, you can do that between tools.

HubSpot

A HubSpot-Salesforce integration may seem strange at first, after all why would you even need to use two CRMs, let alone integrate them? Well, even though both Hubspot and Salesforce were originally designed to be CRMs, each has its strengths and weaknesses. Hubspot really shines when it comes to marketing, while Salesforce’s strength is in supporting sales teams.

For example, HubSpot Marketing Hub is fantastic for marketers trying to stay organized and manage lead generation or nurturing campaigns. Meanwhile, Salesforce Sales Cloud is the OG CRM platform. Imagine the potential for your teams if you combined them?

If you integrate HubSpot Salesforce, you can bring these closely related functions together, and get your sales and marketing teams working from the same data, within the same virtual environment.

Best for

Larger companies that are serious about customer relationship management. Whether you’re looking to ally the best features of both tools or you’re working with a department that prefers HubSpot, this Salesforce integration can get you closer to building a single, collaborative CRM environment.

The key is to use the best HubSpot and Salesforce modules for the task at hand. A popular use case involves syncing contact data from HubSpot Marketing Hub into Salesforce to expedite marketing’s handoff to sales.

Trello

A Trello-Salesforce integration is an easy way to get external contacts or contractors collaborating with your team in SFDC right away. Trello is usually among the first dedicated project management tools people start using, and with good reason. It has a simple interface, it’s easy to learn, and it’s flexible enough to handle a variety of projects.

If you’re using Trello as your project management tool of choice, then it’s a no-brainer to integrate Trello Salesforce.

Best for

Teams that rely on Trello’s simple project management platform to streamline sales processes and other workflows. Closing the gap between these tools means you get customer data at your fingertips in Trello and important context on ongoing initiatives in Salesforce.

Jira

A Jira-Salesforce integration provides software development teams with a straightforward way to communicate with everyone else in Salesforce. A grudging favorite among these teams, Jira has a majority of the market share in its category despite a steep learning curve and complexity.

Connecting Jira to Salesforce allows you to turn Salesforce cases into Jira issues or vice versa.

Best for

Whether you’re selling a software product and need input from the development team to close a tough deal or the team working on a tenacious bug wants more data about affected customers, a 2-way Jira Salesforce integration is a much-needed help for organizations operating in software development.

monday.com

A monday.com-Salesforce integration brings together one of the most popular project management tools on the market, monday.com, with Salesforce. Users know monday.com for a robust feature set that enables collaboration across even the most complex projects.

Best for

While Salesforce is a great tool for managing the things customer-facing teams care about, from getting new leads into your sales pipeline to managing customer support requests, it’s not the best project management tool. That means other teams might never even log in to Salesforce, and even customer-facing teams will have to check-in on work in monday.com.

Asana

An Asana-Salesforce integration allows seamless collaboration between teams who rely on this popular project management tool and the sales, customer support, and other customer-facing agents who live and breathe Salesforce.

Best for

If Asana is the primary base for managing projects for most of your organization — as it is for Unito — but your revenue operations happen in Salesforce, this integration quickly becomes critical. It can make the difference between losing a deal and closing the biggest sale in your organization’s history.

ServiceNow

A Salesforce-ServiceNow integration is ideal for enterprise-sized orgs with large IT departments serving even larger marketing and sales teams. ServiceNow is a widely popular support tool, often used by IT admins and outsourced ITSM providers.

Pairing these two tools with the right integration closes the gap between your sales team (or account managers) and the people responsible for providing the actual service they’re selling. This can unlock collaborative opportunities that would otherwise fall through the cracks.

Best for

Enterprise-sized organizations with sprawling IT departments spread out across regions. Any organization that can integrate Salesforce and ServiceNow will set up a streamlined service that reduces — or completely eliminates — common friction points for customers and internal teams dealing with lengthy ticket queues.

Zendesk

A Zendesk-Salesforce integration is all about supporting customers and resolving their issues quickly by keeping the support team aligned with sales and other internal departments. Responding to customer needs quickly is an important part of building relationships. 

By integrating Zendesk and Salesforce, you can give your customer success team instant, easy access to sales and lead information. Or conversely, you can share critical ticket data with sales teams who need it to better understand pain points in real-time.

The key is to provide support and sales with valuable background info and context to better help customers. You can use Unito’s two-way integration to sync Salesforce work items with Zendesk in minutes flat.

Best for

Customer acquisition is just one part of your organization’s growth. Retaining those customers — especially the ones that bring in the most revenue — is just as important. You can ensure that your support agents have all the information and help they need to keep churn low.

Intercom

A Salesforce-Intercom integration gets CRM data into one of the most popular customer support tools on the market. Intercom is one-part ticket management platform, one-part knowledge base, and one-part chatbot. And it’s all AI-powered. That makes it a powerful platform for leaders looking to streamline their customer support processes.

Best for

Aligning sales teams and customer support teams to close particularly difficult deals, unifying pre-sales and post-conversion customer data, and even looping in salespeople when existing customers want more clarity on something offered during the deal cycle.

DocuSign

Signing that contract might feel like a perfunctory step, but it’s literally what allows you to seal the deal. 

If your team’s already using DocuSign, integrating with Salesforce makes sure getting that signature is just as fast and efficient as the rest of your sales process. 

You’ll be able to request and receive signatures on your Salesforce proposals and contracts within the app, and keep everyone updated on their status. 

Best for

Teams that rely on contract, agreement, or proposal signing to close sales. If you’re often dealing with large customers — such as enterprise-sized businesses — you probably have to go through a bunch of contracts with every deal. This Salesforce integration eliminates manual steps between the initial request for a document and getting the signature that moves your deal closer to the “won” column.

How to integrate Salesforce with Unito

Here’s a look at how an integration between Salesforce and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect Salesforce and the tool you’re integrating to Unito.
2. Choose flow direction: Flow direction tells Unito where to create new work items. Most Unito flows are two-way, meaning they automatically create new work items in both Salesforce and other tools. But you can also create one-way flows, which only create work items in one tool.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want synced or automate certain actions. Build a rule by setting the trigger Unito should look for and the action you want it to take.
4. Map fields: In most flows, Unito can automatically map fields in Salesforce to fields in other tools. From there, you can customize these mappings to match statuses across tools or match your unique workflow.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Want to see this in practice? Check out these video tutorials to integrating Salesforce with Unito:

• Syncing Salesforce with Smartsheet
• Connecting Salesforce with Asana
• Integrating Salesforce with NetSuite
• Syncing Salesforce and ServiceNow
• Connecting Salesforce with Google Sheets
• Integrating Salesforce and Jira

Challenges to watch out for when integrating Salesforce

Integration depth

Not all integrations have the same level of “depth,” meaning that they don’t support syncing data from the same amount of fields or automating the same actions. Some integrations might essentially only give you “snapshots” of work items in other tools, with few opportunities to actually interact with these work items. This can be more than enough for some workflows, while others need deeper integrations. Depth can also change over time with the same integration vendor as integrations are updated, making choosing the right vendor and reviewing their product over time so essential.

Authentication and security

Integration solutions need to access your tools to transfer data, which can potentially create a security vulnerability. That’s why most integrations have to walk a fine line between ease of access and data security. Rigorous access control and authentication can keep integrations secure, but makes actually deploying them more complicated. Conversely, integration vendors without this strict security can potentially put your data at risk.

Deployment times and resources

Any software solution takes time and resources to deploy, ranging from days to months. Integration solutions are no different. Some platforms require significant technical resources to deploy, whether that’s from your dedicated IT team or third-party consultants — much like Salesforce. When researching integration solutions, consider deployment times and the resources required to deploy integrations.

Performance and scalability

Some integration solutions might perform well with simple workflows handling small amounts of data, but start to struggle as your workflows scale. You might need to dedicate significant time and resources to maintaining them, or they might completely break. Evaluate an integration solution’s ability to scale with you as you grow.

How to keep Salesforce integrations secure

Compliance

Organizations have to comply with data security regulations like GDPR in Europe and CCPA in California. The integration solution you use can impact compliance with these, and this is something worth researching before you choose one.

Access control

Most integration solutions offer access control features that allow your IT team — or other technical experts — to limit access to only a subset of users and tailor permissions to their role. This prevents users from connecting Salesforce with less secure systems and risking a data breach.

Data privacy

SOC 2 Type 2 and similar certifications offer a roadmap for organizations that want to go above the minimum requirements for data security in their jurisdiction. Integration vendors often display these certifications in an easily accessible way, meaning you can look for them when choosing a platform.

Best practices when integrating Salesforce

When you roll out your first Salesforce integration, consider these best practices:

1. Start with a small pilot project, connecting Salesforce with a single other tool. This will allow you to evaluate an integration’s capabilities and identify potential issues before they affect your data more broadly.
2. Evaluate the results of a pilot project before implementing integrations at scale.
3. Consider if you need a technical integration solution with tight access control or something simpler but more widely accessible.
4. Review integration vendors at least yearly to ensure they’re competitive compared to others on the market.

Time to integrate Salesforce

We all rely on tools to get work done. When those tools can talk to each other, work gets faster, easier, and more efficient. 

By integrating the rest of your stack or enterprise tools such as ServiceNow or Excel with Salesforce, you’ll no longer have to move information manually between systems, and you’ll keep everyone on your team equipped with the information they need, all the time.

View the full article

Here are some high-priority integrations.

What is ServiceNow?

ServiceNow is a popular platform for automating enterprise workflows across IT, HR, and customer service functions. It’s often used for ITSM, IT operations, and customer success, which often makes it a massive database essential to your most vital workflows.

What is a ServiceNow integration?

When we talk about integrations in this context we mean apps, tools or even add-ons to your ServiceNow plan that enable your organization to coordinate work to and from multiple other apps and tools. The most common product used for ServiceNow integrations is ServiceNow Integration Hub. However, you’ll find it’s expensive (especially since it’s considered an add-on to your ServiceNow plan) and can be challenging to use. More on that further down.

Beyond Integration Hub, there are dozens of third-party apps you can use to automate workflows between ServiceNow and other tools. But generally speaking, a ServiceNow integration should enable your teams to turn records in tables (e.g., incidents) into objects or items in another tool and vice versa.

What is ITSM?

ITSM is an umbrella term covering all processes involved in providing the best possible service to the rest of the business. It’s not just about receiving, assessing, and resolving tickets; it’s about making IT services feel as simple as possible for everyone involved.

IT workflows have historically been clunky and time-consuming, with end-users often waiting days — if not weeks — for an update on their IT ticket. Implementing the right ServiceNow Integration allows the IT department to speed up the process of resolving important tickets by staying connected to every other app or tool in real-time.

Why ServiceNow integrations?

ServiceNow ITSM allows IT teams to control the flow of information, track incidents, and respond more quickly to urgent requests, they’ll often run into situations where they need to consider a ServiceNow integration to quickly collaborate with teams in other tools or else rely on emails and chat messages to get all the data they need.

With a properly integrated ITSM workflow, end users get automated updates without any extra work from your IT professionals. No more essential information falls through the cracks, customers get updates faster, and no tickets get lost after escalation.

3 types of ServiceNow integration

When integrating ServiceNow with the rest of your tool stack, you have more than a few options. Some are built right into ServiceNow through Integration Hub, while others involve third-party platforms. No matter which platform you pick, you have to consider the following:

• Compatibility with external systems
• Data security
• Business needs
• Technical aptitude needed
• Price

ServiceNow Integration Hub

ServiceNow’s Integration Hub allows your teams to build step-by-step integrations called “spokes” between ServiceNow and over 175 other tools, from Salesforce to DocuSign and ChatGPT. You can purchase packages of spokes and apply them one at a time to your ServiceNow instance, deploying them organization-wide. Each spoke serves as a single connector for one tool.

In many cases, the Integration Hub will be the first place you check for the integrations you need, especially if you just need a concise, scripted automation rather than a more in-depth workflow. For many organizations, however, it’s prohibitively expensive and implementation can be difficult.

Automation tools

Whether it’s a deep automation service like Make or a simpler, more user-friendly cloud-based platform like Zapier, these tools are some of the most popular ways to automate all kinds of workflows — including ITSM processes and ServiceNow integrations. They do have their limitations, but they can be hard to beat when it comes to onboarding your teams quickly.

Two-way sync integration platforms

A two-way sync solution like Unito doesn’t just allow you to create individual automations between tools; it creates true two-way relationships between work items in ServiceNow and a paired tool. That means any update made in one tool is automatically carried over to the next and vice versa with real-time updates. To replicate a ServiceNow integration with an automation tool — or Integration Hub — you’d need several layers of automation and dozens of individually set triggers and actions. That means more moving pieces that can break or delay things.

Find out more about why two-way sync is the future of integration here.

5 essential ServiceNow integrations for ITSM

You know why you need a ServiceNow integration with the rest of your stack and how you can do it. Now let’s cover what you should be integrating.

Spreadsheets

No matter how many tools your organization has deployed, tons of business processes still depend on spreadsheets. They’re a common data source for reporting, project management, accounting, and more. Both IT departments and end users will see at least some of their work involve a spreadsheet somewhere. That means having a way to seamlessly build a ServiceNow integration to and from spreadsheets is absolutely essential.

Examples of use cases

• Pushing records from ServiceNow to a spreadsheet report
• Pulling error logs and similar technical information from spreadsheets
• Updating incident status for teams that work out of spreadsheets

Examples of these tools

• Microsoft Excel
• Google Sheets
• Airtable

Project management tools

While your IT department might never need to open a project management tool in their daily work, colleagues in other teams likely do. One of the best ways to ensure they’re kept up-to-date is with a ServiceNow integration that connects records to tasks in project management tools, making information available where they do most of their work. By integrating ServiceNow with project management tools, you can ensure every aspect of your ITSM processes run smoothly.

Examples of use cases

• Get context from business objectives detailed in PM tools
• Share updates on tickets, records, or incidents in project management tools
• Tag relevant IT tickets in tasks

Examples of these tools

• Asana
• Trello
• ClickUp
• monday.com
• Smartsheet

Software development tools

When they think of ITSM, some might think of troubleshooting hardware or a stubborn operating system. But in many cases, IT specialists need to create or fix custom software solutions for end users, which involves using the same kind of tools that software developers rely on. Integrating these with ServiceNow can help ITSM leaders keep an eye on any software work that needs to happen in other tools, tying it to the appropriate records in ServiceNow.

Examples of use cases

• Flagging tickets for code reviews in version control tools.
• Managing backlogs in tools like Jira or Azure DevOps by tying them to ServiceNow records.
• Tracking development progress in software development tools, such as GitHub or GitLab, through ServiceNow dashboards.

Examples of these tools

• Jira
• Azure DevOps
• GitHub
• GitLab

Knowledge bases

Your IT department’s knowledge base is an incredibly valuable resource. It isn’t just a database of information that helps you quickly solve some of the most common IT problems for end users. A ServiceNow integration to your knowledge base centralizes updates and discoveries when dealing with new issues and sometimes can even close a ticket before any IT specialists need to get involved.

This might be by forwarding the relevant knowledge base article, for instance. If you’re not using ServiceNow’s built-in knowledge base — maybe because your broader organization relies on a different tool for this — you’ll need an integration. By integrating ServiceNow with your knowledge base, you can make individual articles immediately available for end users as needed or update articles with data from ServiceNow tickets.

Examples of use cases

• Update knowledge base articles with ticket data
• Attach articles to relevant tickets
• Host read-only versions of knowledge base articles in ServiceNow

Examples of these tools

• Notion
• Confluence

Other ticketing tools

While your IT department — or even your entire organization — might run on ServiceNow, that might not be the case for your end user. They might submit IT and other tickets through platforms like Zendesk or Intercom, especially if they use these tools for customer support and want to keep things centralized. That might make an integration between these tools and ServiceNow absolutely essential.

Examples of use cases

• Surfacing IT tickets among other internal support tickets
• Enriching IT tickets with data from customer support tools

Examples of these tools

• Zendesk
• Intercom
• Jira Service Management

How to integrate ServiceNow with Unito

Here’s a look at how an integration between ServiceNow and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect ServiceNow and the tool you’re integrating to Unito.
2. Choose flow direction: Flow direction tells Unito flows where to create new work items. Most Unito flows are two-way, meaning they automatically create work items in ServiceNow and other tools. But you can also create one-way flows, which only create work items in one tool.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want synced or automate certain actions. Build a rule by setting the trigger Unito should look for and the action you want it to take.
4. Map fields: In most flows, Unito can automatically map fields in ServiceNow to fields in other tools. From there, you can customize these mappings to match statuses across tools or match your unique workflow.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Curious to see this in practice? Check out these video tutorials to syncing ServiceNow with other popular tools:

• Syncing ServiceNow with Jira
• Connecting ServiceNow with Azure DevOps
• Integrating ServiceNow with Smartsheet
• Syncing ServiceNow with Wrike
• Connecting ServiceNow with Salesforce
• Integrating ServiceNow with Asana

Challenges to watch out for when integrating ServiceNow

Integration depth

Not all integration solutions have the same “depth,” meaning they don’t all support the same number of fields or automations. Some integrations might be able to cover most records in ServiceNow, while others only integrate with a few types for select workflows. Documentation from potential integration vendors can often answer any questions about integration depth, so it’s important to research this before choosing an integration.

Authentication and security

ServiceNow often holds a significant amount of customer data, making data security an especially important responsibility with this tool. Because integrations move data in and out of ServiceNow, they can potentially create security vulnerabilities. That’s why you need to carefully review how a potential integration might access your data and keep it safe.

Performance and scalability

A simple automation solution might suit your needs now, but can it support your workflows as you scale? Similarly, a workflow that only handles a limited amount of data might need a more advanced integration as it grows. When you choose an integration, you need to not just consider current needs but future needs as well.

How to keep ServiceNow integrations secure

Because integration solutions might potentially move sensitive data, it’s important to include the way you use them in your overall cybersecurity strategy. Here are some aspects of this to consider.

Compliance

Your organization likely has to comply with data security regulations like GDPR in the European Union or CCPA in California, and software integrations need to abide by these as well. Most integration vendors will list the security regulations they comply with on a page like this one. Research these potential compliance issues before you choose an integration solution.

Access control

Anyone who has access to your integration can potentially extract data from ServiceNow and move it to other platforms without IT or leadership knowing. That’s why many organizations rigorously control access to integrations, preventing lengthy approval processes or unauthorized connections. This may not be necessary in all organizations, however, so evaluate your needs in this area before choosing an integration vendor.

Security certifications

Security certification frameworks like SOC 2 Type 2 gives organizations clear guidelines to follow to keep data secure. Integration vendors can qualify for these certifications as well, which makes them a good touchpoint for getting a sense of their commitment to data security.

Best practices when integrating ServiceNow

When you roll out your first ServiceNow integration, consider these best practices:

1. Start with a small pilot project, connecting ServiceNow with a single other tool. This will allow you to evaluate an integration’s capabilities and identify potential issues before they affect broader data.
2. Evaluate the results of a pilot project before implementing integrations at scale.
3. Consider if you need a technical integration solution with tight access control or something simpler but more widely accessible.
4. Review integration vendors at least yearly to ensure they’re competitive compared to others on the market.

Get all your ServiceNow integrations in one place

Fully integrating your ServiceNow workspace with the tools both your IT professionals and end users rely on is essential to running more efficient ITSM processes. There’s only one platform that has all the integrations you need in a single platform with two-way syncing: Unito.

Want to see what Unito can do? Talk to our integration experts to find out!

View the full article

Here’s everything you need to know about Jira integrations.

What is Jira?

Jira is a popular project management tool, often used by software development teams and other technical users to track complex work. Jira is built with these teams in mind, allowing many to apply it to their projects without significant customization. Other common project management tools typically don’t take this approach by default, requiring specific templates or integrations to work the way Jira does by default.

What is Jira integration?

Jira integration bridges the gap between Jira projects and tasks happening in other tools, ensuring technical teams always have the context they need as they work. Without an integration, someone typically has to copy and paste data between Jira and these other platforms, which creates productivity drag as software teams struggle to get the information they need or, worse, double up on work someone’s already completed.

Jira is often integrated with tools like:

• Version control tools like GitHub and GitLab.
• Other project management platforms like Asana, Smartsheet, and Wrike.
• CRM tools like HubSpot and Salesforce.
• Customer support apps like Freshservice and ServiceNow.

Why does Jira integration matter?

A Jira integration can completely transform the way technical teams work, leading to benefits like:

• Smoother sprint planning: Sprint planning involves centralizing requests and priorities from throughout the organization, which are often scattered throughout multiple tools. Integrations can do that automatically, meaning no one has to hunting for context across systems.
• Better code quality: Having the right context for software work can directly impact code quality, and that context often lies in other tools. Integrations put all that context at a developer’s fingertips.
• Better alignment between teams: Integrations push data between tools
• More robust reporting: Jira has robust reporting features, but it’s not always the most popular reporting tool with all stakeholders. With the right integration you can sync work from Jira and other tools into a single report, improving visibility on all software work.
• Increased productivity: Many software teams are used to someone manually copying and pasting data from other platforms into Jira. Integrations prevent all that extra manual work, increasing productivity throughout the team.

4 types of Jira integration

Not all Jira integrations are created equal. Some are easy to deploy with more limited functionality, while others are designed with enterprise organizations in mind, requiring advanced technical resources and expensive maintenance to keep running.

• Built-in Jira integrations: The Atlassian marketplace is full of integrations you can load into Jira without any third-party platforms or services. This includes integrations for Asana, GitHub, and Trello. Functionality for these integrations ranges from quick previews of linked work items to full automation.
• Automation platforms: Platforms like Zapier use if-this-then-that logic to automate a range of actions across thousands of apps. This simple logic allows for a broadly similar experience across integrations, but does limit the depth of these integrations. Automations typically only create new work items or update a single field in these work items.
• Two-way sync: A two-way sync solution like Unito builds relationships between Jira issues and work items in other tools, automatically keeping fields up to date as you work. These platforms allow for seamless collaboration across Jira and other tools.
• Agentic AI: AI agents can take many actions that human users do in tools like Jira, from creating issues to updating them and adding context to them. Atlassian’s own AI platform, Rovo works natively across all Atlassian products, including Jira, Confluence, and Trello, making it a natural first step for anyone looking to automate tasks across these tools.

How to integrate Jira with Unito

Here’s a look at how an integration between Jira and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect Jira and the tool you’re integrating to Unito.
2. Choose flow direction: Flow direction tells Unito flows where to create new work items. Most Unito flows are two-way, meaning they automatically create work items in Jira and other tools. But you can also create one-way flows, which only create work items in one tool.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want synced or automate certain actions. Build a rule by setting the trigger Unito should look for and the action you want it to take.
4. Map fields: In most flows, Unito can automatically map fields in Jira to fields in other tools. From there, you can customize these mappings to match statuses across tools or match your unique workflow.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Curious to see this in practice? Check out these video tutorials to syncing Jira with other popular tools:

• Syncing Jira with Asana
• Connecting Jira with Smartsheet
• Integrating Jira with ServiceNow
• Connecting Jira with GitHub
• Syncing Jira with Trello
• Integrating Jira with Azure DevOps

Challenges to watch out for when integrating Jira

Before you choose an integration solution, here are some challenges you need to consider.

Integration depth

“Depth” refers to the number of fields an integration solution can sync data from and the actions it can automate. Some integrations support nearly every Jira field, allowing users to work seamlessly across Jira projects and other tools. Others might only support a few fields or automations. Getting the deepest integration isn’t always the best fit for your workflow, so it’s something you need to evaluate.

Authentication and security

Because Jira projects often hold proprietary information like code, which makes security especially important. Since an integration solution either takes data out of Jira or adds data to Jira projects, it creates an inherent security vulnerability. Integrations need to access your Jira projects, and they’re often authenticated the same way as end user accounts are. That means reviewing an integration’s security protocols and authentication measures is essential before connecting it to your Jira projects.

Performance and scalability

As your Jira projects — and your organization as a whole — scales, your integration solution needs to follow. An automation platform like Zapier might be enough to support some workflows at a certain size, but it might quickly become inadequate as you grow, requiring too much maintenance to actually be effective. When choosing an integration solution, you need to review its ability to scale with you and perform consistently.

How to keep Jira integrations secure

Any organization handling customer data needs to keep that data secure. Using Jira integrations can potentially complicate that requirement. Here’s how.

Compliance

Just like any other processes your organization uses, integration solutions have to comply with data security regulations in your jurisdiction. Some areas have their own specific regulations, like California and the California Consumer Privacy Act (CCPA).  Specific industries sometimes have their own frameworks as well, such as HIPAA in healthcare. Maintaining compliance with these regulations is the organization’s responsibility, which means researching potential integration vendors to ensure they’re compliant as well.

Access control

Anyone who has access to a Jira integration can potentially pull data out of your projects and transfer them to another system, which can lead to unauthorized access by other users and other potential security issues. In some organizations, that access needs to be strictly controlled to maintain data security, meaning any integration solutions you use need role-based permissions and similar security measures.

Security certifications

Certifications like SOC 2 Type 2 are frameworks for organizations committed to keeping data secure beyond minimum regulatory requirements. Software integration vendors, like any organizations, can earn these certifications. This allows you to evaluate potential vendors so their certifications match your security needs.

Best practices when integrating Jira

Before you roll out your first Jira integration, consider these best practices:

1. Start with a small pilot project between one Jira project and a block of work in another tool. This allows you to evaluate a potential integration in action before it’s deployed to potentially sensitive data.
2. Evaluate the results of a pilot project before implementing integrations at scale.
3. Consider if you need an integration solution that requires technical knowledge to use or if you need something that’s more accessible for all your teams.
4. Review integration vendors at least yearly to ensure they’re competitive compared to others on the market.
5. Use built-in Jira integrations and automations to enhance third-party integrations.

View the full article

Here’s how.

What is Azure DevOps?

Azure DevOps is a cloud-based platform for software development, helping software teams manage everything from planning to project management and actual code development. Teams can use Azure DevOps to implement agile practices into their software projects and optimize the way they handle development work.

What is Azure DevOps integration?

An Azure DevOps integration connects Azure DevOps with other tools, bridging the gap so teams can work more efficiently without copying and pasting data back and forth. These integrations are especially suited to pushing development work to tools where team leads, managers, and leaders can get detailed reports and align that work to broader strategies.

Azure DevOps is often integrated with tools like:

• Project management platforms like Jira, Asana, and Smartsheet.
• CRM tools like HubSpot and Salesforce.
• Customer support apps like Freshservice and ServiceNow.
• Other software development platforms like GitHub and Bitbucket.

Why does Azure DevOps integration matter?

Having the right Azure DevOps integration comes with some significant benefits, each more than worth the initial investment:

• Increased productivity: Software developers often need to get extra context for their work and answer questions from other teams. If they can do that without leaving Azure DevOps, they’ll be a lot more productive in their day-to-day.
• Rigorous reporting: Team leads and managers need visibility into software development work, but Azure DevOps doesn’t have the same rigorous reporting as tools like Jira. Integrating the two means you get the best of both worlds.
• Smoother sprint planning: Spring planning sessions often involve centralizing requests and context from multiple platforms. Integrating these platforms with ADO means that information’s always on hand.
• Better code quality: The more context software developers have as they work, the better that work can be.
• Saving time and effort: Constantly copying and pasting data from other tools into Azure DevOps takes time and energy your teams could otherwise spend on mission-critical tasks. Integrations free both of these up.

4 types of Azure DevOps integration

Not every Azure DevOps integration is the same. Some are built with incredible depth for a few specific use cases, while others might automate a broad set of actions without syncing much data. Integrations also vary by deployment time, accessibility for less technical users, and more. Here are a few examples of integrations possible in Azure DevOps.

• Built-in Azure DevOps integrations: Azure DevOps offers a number of built-in integrations, often for specific features in other tools. That includes, for example, GitHub Advanced Security, which plugs GitHub features right into Azure DevOps.
• Automation platforms: Platforms like Zapier use straightforward, if-this-then-that logic to automate a broad range of actions across thousands of apps. These actions include creating new work items (e.g., Azure DevOps issues) and pushing small bits of data to update individual fields.
• Two-way sync: A solution like Unito creates two-way relationships between work items in Azure DevOps and other tools, automatically keeping everything up to date as your teams work. This creates true seamless collaboration between tools.
• Agentic AI: AI agents can automatically take many actions a human developer can, like manually creating Azure DevOps issues, writing bits of code, and updating information. Azure’s built-in agentic AI can integrate natively with other AI features like GitHub’s Copilot.

How to integrate Azure DevOps with Unito

Here’s a look at how an integration between Azure DevOps and other tools works with Unito.

Step-by-step integration guide

1. Connect tool accounts to Unito: After signing up for Unito, click +Create Flow and connect Azure DevOps and the tool you’re integrating it with to Unito.
2. Choose flow direction: Flow direction tells your Unito flow where you need new work items created. Most Unito flows are two-way, meaning they automatically create work items in both connected tools.
3. Set rules: Unito rules use trigger-action logic to filter out work items you don’t want or automate certain actions. To build a rule, set the trigger Unito should look for and the action you want it to take.
4. Map fields: In most flows, Unito can automatically map fields in Azure DevOps with fields in other tools. From there, you can customize field mappings to match statuses across tools, send data from some fields to fields specific to your workflow, and more.
5. Launch your flow: Once you map your fields, your flow is ready to launch. After an initial sync, Unito will check for changes in real-time.

Want to know more? Check out these video tutorials for syncing Azure DevOps with other popular tools:

• Syncing Azure DevOps with Airtable
• Connecting Azure DevOps to Wrike
• Integrating Azure DevOps with ServiceNow
• Syncing Smartsheet with Azure DevOps
• Connecting Azure DevOps to Asana
• Integrating Azure DevOps with ClickUp

Challenges to watch out for when integrating Azure DevOps

Every Azure DevOps integration method comes with its challenges. Here are a few to watch out for.

Data Mapping and transformation

Integrations naturally need to take data from one tool, map it to similar data in another tool, and transform it in transit. Most integrations do this by using each tool’s built-in API (Application Programming Interface), which essentially provides a roadmap for doing this, allowing developers to build their own integrations in many cases. But the more different tools are (or the more data you need to sync) the more complex this mapping and transformation becomes. That’s why some integrations only support a few fields while others offer more depth.

Real-time integration and event-handling

Not all integration solutions can sync data in real-time, and not all can handle the events (e.g., work item creation, updates in specific fields) your teams need to sync. Some integrations only push data between tools in batches, which can support workflows that only need scheduled updates from certain tools (e.g., reporting on sprint work). Others might support some event types but not others.

Authentication and security

Integration solutions can naturally create security vulnerabilities since they’re transferring data back and forth between otherwise closed systems. They need access to these systems, too, which is often done through authentication standards like OAuth. Most integration solutions have advanced, industry-standard security protocols, but these need to be reviewed for each platform you consider.

Performance and scalability

An integration platform has to perform reliably across workflows so you don’t miss crucial data, and it has to scale with you as you grow. Automation platforms generally perform reliably, but rarely follow the scale of your workflows without adding unnecessary complexity — and the accompanying maintenance.

How to keep Azure DevOps integrations secure

Because integration solutions can inherently create a security vulnerability as they transfer data between systems, keeping them secure is vital. Here’s what that involves.

Compliance

Like other software tools you use, integration platforms have to comply with data privacy and security regulations in your jurisdiction. Organizations based in, or with customers in California have to comply with the California Consumer Privacy Act (CCPA), as do the integration solutions they rely on. This is a relatively common requirement, and most integrations abide by it. Some regulations however, like HIPAA in healthcare, are less common.

Access control

Because integration platforms can connect a wide range of tools to Azure DevOps, it’s all too easy for someone to accidentally send confidential data (like code) out to a system that’s either less secure or shouldn’t have any of that data on it. That’s why organizations often control who can and can’t access integration platforms, ensuring alignment on which systems should be integrated with Azure DevOps.

Security certifications

Security certifications like SOC 2 Type 2 provide guidelines for organizations that want to make data security a priority, covering elements like unauthorized access protection, confidentiality, data privacy, and audit evidence. Integration providers, like any other software provider, can pursue these certifications. That means you can look for them when looking for an integration solution.

Best practices when integrating Azure DevOps

When rolling out your first Azure DevOps integration, consider these best practices:

1. Start with a small pilot project between one Azure DevOps project and a block of work in another tool. This allows you to get a feel for an integration solution before it has access to all your organization’s data.
2. Evaluate the results of a pilot project before implementation integrations at scale.
3. Consider if you need an integration solution that requires technical knowledge to use or if you need something that’s more accessible for all your teams.
4. Review the integration vendor you’ve chosen at least yearly to ensure they’re competitive compared to the broader market.
5. Use built-in Azure DevOps where possible to enhance any third-party integration solution you use.

View the full article

Understanding MCP matters because it signals a shift in how organizations will deploy AI agents. The protocol addresses a fundamental bottleneck: connecting intelligent models to the data they need to be useful. But MCP also introduces new considerations around security, governance, and how it fits with existing integration infrastructure.

This isn’t just another technical standard. Gartner predicts that 40% of enterprise applications will include AI agents by the end of 2026, up from less than 5% today. MCP is becoming the foundation for how those agents operate.

What MCP actually is

The Model Context Protocol is an open standard that defines how AI applications discover, connect to, and interact with external tools and data sources. Released by Anthropic in November 2024, MCP provides a consistent interface so that AI agents can access different systems without requiring custom code for each connection.

The architecture follows a client-server model. MCP clients run within AI applications like Claude, ChatGPT, or enterprise AI platforms. MCP servers expose specific capabilities: tools that can execute actions, resources that provide data, and prompts that offer reusable templates. The protocol handles communication between them in a standardized way.

The four primary capabilities MCP provides:

Before MCP, connecting an AI agent to a business system meant building custom integration code. Each combination of AI model and external system required its own implementation. MCP replaces this with a standard interface: build an MCP server once, and any MCP-compatible AI client can use it.

The ecosystem has grown rapidly. Over 5,500 MCP servers now exist on registries like PulseMCP, covering everything from developer tools to business applications. The most popular servers connect AI agents to platforms like GitHub, Figma, and Playwright for browser automation.

The problem MCP was created to solve

Enterprise AI deployments faced what’s called the “N times M problem.” If you have N different AI models that need to connect with M different business systems, you theoretically need N times M custom integrations. Five AI platforms connecting to twenty enterprise tools means one hundred integration projects.

This made enterprise AI adoption expensive and slow. Each new AI tool required rebuilding connections to existing systems. Each new business application required updating every AI integration. Technical debt accumulated faster than value. Organizations familiar with enterprise integration challenges recognize this pattern from traditional system connectivity.

The integration bottleneck had real consequences:

Organizations couldn’t scale AI beyond pilot projects because the integration work overwhelmed available engineering resources. Data remained trapped behind fragmented integrations that couldn’t keep pace with AI deployment ambitions.

Employees created their own AI solutions, what some organizations call “shadow AI,” because official channels couldn’t deliver integrations fast enough. These ungoverned implementations created compliance and security risks.

AI agents operated in isolation rather than maintaining context across the systems relevant to their work. An agent helping with customer service couldn’t access the full picture if relevant data lived in multiple platforms.

MCP addresses this by standardizing the connection layer. Build an MCP server for Salesforce once, and every MCP-compatible AI can use it. The N times M problem becomes N plus M: one server per system, usable by all compatible clients.

Who’s adopting MCP and why it matters

The speed of MCP adoption signals its strategic importance. Within a year of release, the protocol gained backing from the major AI platform providers and significant enterprise software vendors.

Platform adoption:

OpenAI announced MCP support for ChatGPT in December 2025, describing MCP as the foundation for their connector strategy. Microsoft integrated MCP into Visual Studio Code and Visual Studio, enabling GitHub Copilot extensions through the protocol. Google launched fully-managed MCP servers through Google Cloud with enterprise security features.

In December 2025, Anthropic donated MCP to the newly formed Agentic AI Foundation under the Linux Foundation. The foundation’s co-founders include Anthropic, Block, and OpenAI, with support from Google, Microsoft, AWS, Cloudflare, and Bloomberg. This governance move signals that MCP is intended as industry infrastructure, not a proprietary advantage.

Enterprise software vendors building MCP servers:

Early enterprise results provide validation. Block, the company behind Square and Cash App, built an internal AI agent called Goose that uses MCP to connect across GitHub, Jira, Snowflake, and internal systems. Thousands of employees use it daily, with reported time savings of 50-75% on common tasks. Bloomberg adopted MCP organization-wide and reported reducing time-to-production from days to minutes for new AI integrations.

How MCP differs from traditional integration

MCP isn’t just another API standard. It reflects fundamentally different assumptions about how software will interact with external systems.

Traditional APIs assume human-written applications making predictable, coded requests. A developer writes specific calls to specific endpoints. The application follows predetermined paths. The system knows what requests to expect.

MCP assumes autonomous AI agents making contextual decisions. The agent reasons about what information it needs and what actions to take. Requests emerge from natural language instructions rather than hardcoded logic. The system must handle unpredictable sequences that evolve based on context.

This difference has practical implications. Traditional API integrations require developers to anticipate every interaction pattern. MCP enables AI agents to discover available capabilities and decide how to use them based on the task at hand.

MCP also handles “tool overload” differently. An agent with access to hundreds of tools through traditional methods would need to load information about all of them, consuming context window capacity. MCP supports progressive discovery, where agents query for relevant tool categories rather than loading everything upfront. This approach has demonstrated 98.7% reduction in token usage compared to loading all tools simultaneously.

Enterprise considerations and gaps

MCP solves the connection standardization problem but introduces new considerations that enterprises must address.

Security remains a primary concern. Research indicates that 25% of MCP servers have no authentication, and 50% of MCP builders cite security and access control as their primary concern. The protocol enables AI agents to take real-world actions on enterprise systems, making security failures more consequential than traditional API vulnerabilities.

Specific security challenges include tool poisoning, where attackers embed malicious instructions in MCP tool metadata, and prompt injection attacks that could trigger unintended actions across connected systems. Because agents make autonomous decisions, the attack surface expands beyond what traditional API security models address. This is particularly relevant for ServiceNow integrations and other enterprise platforms handling sensitive data.

Governance infrastructure is immature. Security tooling for MCP hasn’t caught up with traditional API management capabilities. Visibility and observability gaps mean agent actions can appear as normal user activity in logs, complicating audit and compliance requirements.

Performance characteristics differ from expectations. MCP introduces baseline latency of 300-800 milliseconds end-to-end, making it unsuitable for real-time applications like trading systems or checkout flows. The protocol uses polling rather than event subscriptions, limiting use cases that depend on immediate notifications.

MCP connects but doesn’t synchronize. The protocol enables AI agents to access data from systems, but it doesn’t keep that data consistent across systems. If customer information differs between your CRM and support platform, MCP doesn’t resolve that inconsistency. The agent accesses whatever data exists in each system, conflicts included.

This last point matters for enterprise deployments. MCP provides the pipes for AI agents to reach your systems. It doesn’t provide the plumbing that keeps those systems aligned with each other.

MCP and your existing integration infrastructure

Organizations evaluating MCP often ask whether it replaces their existing integration platforms. The answer reveals how different problems require different solutions.

MCP standardizes how AI agents connect to systems. Integration platforms standardize how data flows between systems. These are complementary functions, not competing ones.

Consider what each layer provides:

Integration platforms maintain ongoing data synchronization. When a customer record updates in Salesforce, it should reflect in your support platform and marketing tools. This requires persistent infrastructure that monitors changes, handles conflicts, and ensures consistency. Integration platforms like two-way sync solutions provide this foundation.

MCP enables AI agents to access that synchronized data through a standard interface. The agent queries the CRM through an MCP server and gets current information because the integration layer kept that information current. Without the integration layer, the agent might access stale or conflicting data across systems.

The relationship is layered:

Integration infrastructure keeps your business systems synchronized. MCP servers expose those synchronized systems to AI agents. The agent benefits from both: standardized access through MCP, and consistent data through integration.

Organizations that invested in integration infrastructure find that MCP extends the value of that investment. AI agents can now access the synchronized data that integration provides. Organizations without solid integration foundations discover that MCP alone doesn’t solve the data consistency problems their agents encounter.

For teams already using two-way sync between work management platforms, MCP represents an additional access layer for AI agents rather than a replacement for existing integration.

What comes next

MCP’s trajectory suggests it will become standard infrastructure for enterprise AI. The governance transfer to the Linux Foundation, backing from all major AI platforms, and rapid ecosystem growth indicate sustained momentum rather than a passing trend.

Near-term developments to watch:

Security and governance tooling will mature as enterprise adoption increases. The current gaps create risk that major vendors are actively working to address. Expect enterprise-grade security features to emerge as table stakes.

Multi-agent orchestration will become more common. Rather than single agents handling requests, specialized agents will coordinate through MCP, each accessing the systems relevant to their function. This “agent squad” pattern expands what’s possible but also expands complexity.

The line between MCP servers and integration platforms may blur. Some integration vendors will expose their capabilities through MCP servers. Some MCP implementations will add synchronization features. The current clear distinction may become a spectrum.

For enterprise planning:

Evaluate MCP readiness of your critical systems. Which vendors offer MCP servers? What capabilities do they expose? Understanding the current landscape helps prioritize where AI agents can operate effectively.

Assess your data foundation. AI agents accessing systems through MCP are only as useful as the data in those systems. If your platforms contain conflicting or stale information, agents will work with that flawed data. Integration infrastructure that maintains consistency becomes more valuable, not less, as MCP adoption increases.

Consider security implications before deployment. The 25% of MCP servers without authentication represents significant risk. Ensure your organization’s security requirements are met before exposing systems to AI agents.

MCP: The protocol for getting more out of every agent

MCP represents a genuine shift in how AI agents will access enterprise systems. Understanding both its capabilities and its limitations helps organizations adopt it effectively while maintaining the data foundations that make AI agents actually useful.

View the full article

But project work rarely stays contained in a single tool. Engineering uses Jira. Sales works in Salesforce. Customer success operates from HubSpot. The product roadmap lives in a separate platform entirely. Asana’s automation works well for what happens inside Asana. The challenge emerges when workflows span multiple tools and the handoffs between them require visibility that Asana’s native features don’t provide.

Understanding what Asana’s automation can and can’t do helps teams make informed decisions about when native features suffice and when external integration becomes necessary.

What Asana’s workflow automation does

Asana’s Rules engine enables trigger-action automation within the platform. When a specified event occurs, Asana automatically executes one or more actions in response.

Available triggers include:

• Task created or added to a project
• Task moved to a specific section
• Custom field changed to a particular value
• Due date approaching or passed
• Task marked complete
• Subtask added
• Assignee changed

Available actions include:

• Assign the task to a team member
• Move the task to a different section
• Update a custom field value
• Add a comment to the task
• Add the task to another project
• Set or change the due date
• Mark the task as a milestone

The Rules Gallery provides pre-built templates for common workflows. Teams can also build custom rules combining multiple triggers and actions. For many internal workflows, these capabilities handle the automation needs without additional tools.

Asana’s AI Studio, introduced more recently, adds intelligent automation. The system can suggest rules based on observed team patterns, automatically categorize tasks, and generate summaries. These AI features work within Asana’s existing automation framework rather than replacing it.

The limits of native automation

Asana’s automation operates within boundaries that become apparent as workflows grow more complex.

• Action quotas constrain usage. Starter plans include 250 automation actions per month. Advanced plans allow 25,000 monthly actions. Individual rules can trigger up to 20 actions per event. Teams with high task volumes or complex workflows can reach these limits, especially when automation runs on frequently modified tasks.
• Conditional logic stays shallow. Rules support basic if-then conditions, but nested logic isn’t available. You can’t build automation that says “if priority is high AND assignee is from engineering AND status changed to review, then do X.” Each condition requires a separate rule.
• No delay or scheduling within workflows. Rules execute immediately when triggered. There’s no native way to build in waiting periods. You can’t create a rule that waits 48 hours after task completion before sending a follow-up. Time-based triggers exist for due dates, but arbitrary delays in workflows require external tools.
• Cross-project visibility is limited. Rules work best within a single project. Workflows that span multiple projects, particularly when those projects have different structures or custom fields, require manual coordination or external integration.
• Reporting and analytics stay basic. Asana provides project dashboards and workload views, but advanced analytics like custom KPIs, formula-based metrics, or cross-project reporting require exporting data to external tools.

When workflows span multiple tools

The more significant limitation isn’t what Asana’s automation can’t do within Asana. It’s that workflows rarely stay contained in a single tool.

Consider a feature development workflow. Product defines requirements in their roadmap tool. Engineering implements in Jira. QA tracks testing in a separate system. Customer success monitors in the CRM for customer communication. Asana might coordinate the overall project, but the actual work happens across multiple platforms.

Asana’s native integrations offer partial solutions. Rules can trigger Slack notifications. Tasks can link to Google Drive files. Jira issues can appear in Asana. But these integrations are typically one-directional and shallow. A Jira ticket linked in Asana doesn’t automatically update when the Jira status changes. The Asana task becomes a static reference rather than a live connection. Teams needing deeper connectivity often look at options for Asana and Jira integration that maintain bidirectional updates.

The result is manual synchronization. Someone has to check Jira, update Asana, notify stakeholders, and repeat the cycle for every status change. The automation that works so well within Asana breaks down at the tool boundaries.

The overhead compounds with team size. Small teams can absorb the manual synchronization. Larger organizations with multiple departments, each in their preferred tools, find that coordination becomes a significant time cost. Research shows knowledge workers spend 62% of their time on repetitive work rather than skilled tasks. A meaningful portion of that time involves moving information between disconnected systems.

The frustration isn’t just about time. It’s about information lag. When the product manager doesn’t know engineering finished a feature until days later because someone forgot to update Asana, decisions get made on stale information. The automation that’s supposed to keep everyone informed stops working at tool boundaries.

Extending automation with integration

External integration platforms address the gap between what Asana automates internally and what cross-tool workflows require.

Trigger-action platforms like Zapier and Make extend Asana’s automation reach. When something happens in Asana, these tools can trigger actions in hundreds of other applications. A completed Asana task can update a Salesforce record, send an email through Gmail, and log a row in a spreadsheet simultaneously. The automation spans tools rather than staying within Asana.

These platforms work well for one-directional workflows where Asana is the source of truth. Task created in Asana triggers record creation elsewhere. Task completed in Asana notifies external stakeholders. The logic flows from Asana outward.

The limitation appears with bidirectional workflows. When changes need to flow both directions, trigger-action platforms require building multiple automations that can conflict. A Zap that updates Asana when Jira changes plus a Zap that updates Jira when Asana changes can create loops where updates ping back and forth indefinitely.

True two-way sync requires a different approach. Rather than trigger-action pairs, integration platforms built for bidirectional sync maintain relationships between records across tools. An Asana task and a Jira ticket become linked objects. Changes in either system reflect in the other without triggering cascading updates or conflicts.

For teams where product management, engineering, and other functions work in different tools but need shared visibility, two-way sync between work management platforms provides the bidirectional data flow that trigger-action automation can’t replicate.

Evaluating if native automation is enough

The decision between native Asana automation and external integration depends on workflow patterns.

Native automation likely suffices when:

• Most work happens within Asana
• External tools are reference-only (documents, files)
• One-directional updates to other systems work
• Team size keeps manual synchronization manageable
• Action quotas aren’t a concern

External integration becomes necessary when:

• Multiple teams work in different primary tools
• Status and priority changes need to flow bidirectionally
• Manual synchronization consumes meaningful time
• Workflows span development, CRM, support, and project management
• Cross-project visibility matters for reporting

Questions to assess your situation:

How often do team members update multiple tools with the same information? If the answer is “regularly,” integration reduces that duplication.

What breaks when synchronization lapses? If stale data causes problems, real-time sync matters more than batch updates.

How much time goes to coordination that could be automated? Integration has a cost. That cost should be less than the manual work it eliminates.

Making Asana work in a multi-tool environment

Asana’s automation handles internal workflows well. The platform was designed for project management, and its automation reflects that focus. Rules, templates, and AI features address the coordination that happens within Asana projects.

The challenge is that modern work doesn’t stay in one tool. Engineering, sales, support, and product management each have legitimate reasons for their tool choices. Forcing everyone into Asana creates resistance and workarounds. Accepting the multi-tool reality and integrating appropriately respects team preferences while maintaining visibility.

The practical approach combines both strategies. Use Asana’s native automation for what happens inside Asana. Use integration platforms for what needs to cross tool boundaries. The combination provides comprehensive automation without forcing tool consolidation that teams will resist.

This layered approach also scales better than trying to make one solution do everything. Asana’s native automation improves continuously as Asana adds features. Integration platforms handle the cross-tool complexity that Asana isn’t designed to address. Each component does what it’s built for.

For teams coordinating between Asana and tools like Jira, Salesforce, or HubSpot, two-way sync platforms enable bidirectional data flow that keeps everyone working in their preferred environment while maintaining the shared visibility that effective collaboration requires.

View the full article

Overview

Tools: Wrike and Asana

Use cases: Task management, project reporting, marketing reporting

Great for: Project managers, consultants, marketers

Unito’s two-way sync integration for Wrike and Asana allows users of any technical background, from product managers to software developers and team leads, to sync Wrike tasks with Asana tasks, projects, and portfolios. This integration syncs updates back and forth between both tools, creates new work items, and can even automate repetitive actions. This in-depth guide shows you how that’s done.

Step 1: Connect Wrike and Asana to Unito

1. Sign up for Unito.
2. Click +Create Flow in the Unito app.
3. Click Start Here to connect Wrike and Asana.
4. Click +Choose Account for each tool and complete the authorization process.
5. Click Confirm.

Connecting tools to Unito for the first time? Here’s a quick guide to doing that.

Step 2: Choose flow direction for new work items

With flow direction, you determine where Unito automatically creates work items to match the tasks you open manually in Wrike or the work items you create in Asana. You have three flow direction options:

• 2-way: Both Wrike tasks and Asana work items are automatically created by your Unito flow to match the items you create manually in each tool.
• 1-way from Wrike to Asana: Asana work items will be automatically created by Unito to match the Wrike tasks you create manually. Unito won’t create new Wrike tasks.
• 1-way from Asana to Wrike: Wrike tasks will be automatically created by Unito to match the Asana work items you create manually. Unito won’t create new Asana work items.

Want to know more? Here’s a guide to flow direction.

Step 3: Build rules to sync specific work items

Unito rules can do two things:

1. Filter out work items you don’t want synced. For example, you could create a rule that only syncs Wrike tasks with a certain status.
2. Automate certain actions. For example, you could create a rule that automatically assigns new Asana tasks to a certain person on your team.

To start building your rule, click Add new rule, then choose a trigger and action.

Need to learn more about rules? Check out this guide.

Step 4: Map fields between Wrike and Asana

When you map fields, you pair fields in Wrike with fields in Asana so data goes exactly where it needs to. Unito can usually map most fields automatically, whether they’re exactly the same (Assignee→Assignee) or just compatible (URL→Text). You can also choose to map fields manually to fully customize your flow.

Here’s what you’ll see when Unito maps your fields automatically.

You can add a field mapping by clicking +Add mapping, then Select a field. When you choose the field you want to map in one tool, Unito automatically recommends compatible fields in a dropdown under the other tool.

Some fields have a cog icon. They can be customized once they’re mapped. For example, a Status field can be customized so its options match those in another field.

Step 5: Launch your Wrike-Asana integration

That’s it! You’re ready to launch your flow. Unito will automatically keep Wrike tasks and Asana work items in sync. This will allow your teams to collaborate more effectively without copying and pasting data or constantly switching tools.

FAQ: Wrike-Asana integration

Why should I integrate Wrike and Asana?

Syncing Wrike tasks with Asana work items allows your teams to collaborate more efficiently without needing to constantly switch back and forth between tools. This allows:

• Leaders who plan strategies in Asana projects and portfolios to dispatch tasks to Wrike projects where individual collaborators work.
• Teams working in Asana can sync updates to Wrike so stakeholders have up-to-date reports in the platform they use regularly.
• Project managers working in Wrike can collaborate with freelancers and consultants using Asana.

How do I add a Wrike task to Asana?

While many teams transfer data between Wrike and Asana manually by copying and pasting or using spreadsheets, the best way to add a Wrike task to Asana is to use Unito’s two-way integration. A single flow can turn tasks in Wrike projects to work items in Asana automatically, syncing any updates between tools as you work.

How much does a Wrike-Asana integration cost?

The cost of a Wrike-Asana integration depends on the platform you use. Unito’s plans, for example, start at $49 a month, scaling up in price for custom enterprise plans. Other integration solutions, like Workato, can cost thousands of dollars a year or more.

Why should I use Unito’s Wrike-Asana integration?

Unito integrations offer the best of both worlds: deep two-way integrations with a setup that only takes minutes.

When you connect Asana with Wrike, Asana work items become Wrike tasks and vice versa. That means everything from comments to due dates and assignees can get synced across with no extra work. Eliminate copying and pasting, reduce data entry errors, and never miss an update again. A Unito integration is as close as you can get to working in a single tool with forcing anyone out of their preferred platform.

What’s next after integrating Wrike with Asana?

Need to integrate Wrike or Asana with other tools in your stack? Check out our other guides:

• Syncing Smartsheet with Asana
• Syncing Wrike and Microsoft Excel
• Integrating Jira and Wrike
• Integrating Asana and Rovo
• Connecting Wrike and Salesforce
• Connecting Asana and Salesforce

View the full article