Baton and Salesflare
How to connect Baton
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Project Note in Baton, create internal note in Salesflare.
About Baton
Baton is the leading platform for managing software implementations and customer onboarding.
Baton operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Project Note — Triggers when someone adds a note to a project.
- New Projects Based on Status — Triggers when a project appears under certain status.
- Templates — Triggers when a new template is created
- Updated Project Note — Triggers when someone updates a note on a project.
Actions (1)
Things Salesflare can make it do
- Create Project — Creates a Project on Baton
Searches (1)
Look up existing records
- Search Template — Search a template from the list of templates
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