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Need to keep copied cards to be connected and updated - is it possible?

I have two trello boards - one from a client, one is mine. When the client adds a card and assigns it to me, I have an automation in place that copies it to my board so that I only see my stuff...well what happens is that sometimes the client changes the card on their board and I miss the change in MY board, because it doesn't update!

How can I link the two cards? How can I make it work that if they change something in their board, I see it as well? If this isn't an option in Trello, i figure it's super important for Trello to add it please!

Thanks for your help!

2 answers

0 votes
Hannah Morgan Community Leader Jan 23, 2022

Hi, @ilaria cazziol ! Just mirroring what Svenja recommended - it sounds like Unito will be your best bet depending on what information you need to be synced. Unito allows a full 2-way sync of cards, so any change your client makes (dates, descriptions, comments, custom fields, etc.) will update your card - and vice versa. I'd recommend giving Unito a trial on a couple of test boards - the way I'd set it up is using the board sync power up. It's more automated so you can set triggers to determine what cards should sync. For example - only cards in your client's board with the "Ilaria" label should sync to your board. Happy to provide more detail if you need! 

0 votes
Svenja Rising Star Jan 21, 2022

Hi @ilaria cazziol,

Welcome to the Community!

Two way sync allows you to keep two cards mirroring each other. When one is updated, the other also receives the update. There are two great options for setting up varying levels of two way sync between boards and cards.

Unito: With Unito you can mirror cards or entire boards two-ways, meaning updates made on any one version of a card are automatically reflected on all other duplicates.

Placker: The Placker integration allows you to setup various types of syncs across boards and cards. Check out how to get started with Placker here.

CardSync: The CardSync integration allows you to create and manage groups of cards that sync with each other across multiple boards.

I hope this helps!

Kind regards,

Svenja

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