Baton and Salesflare
How to connect Baton
- Via Zapier — 4 operations available. Set it up ↗
About Baton
Baton is the leading platform for managing software implementations and customer onboarding.
Baton operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Projects Based on Status — Triggers when a project appears under certain status.
- Templates — Triggers when a new template is created
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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