Baton + ClientSuccess

Baton + ClientSuccess integrations

Create new Baton projects from new ClientSuccess clients

When a new client is added in ClientSuccess, kick off a seamless workflow that creates a project for them in the Baton app. This efficient process saves you manual data entry time and ensures consistent project setup for each new client you onboard. Maintain optimal organization within your tasks and focus on moving your business forward with this quick and easy setup.

When this happens...
New ClientTriggers when a new client is added.
TriggerPolling
automatically do this!
Create ProjectCreates a Project on Baton
ActionWrite

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More things you can do with ClientSuccess and Baton

Discover other triggers and actions you can use with ClientSuccess and Baton

New Client
Triggers when a new client is added.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Client
- Disposition
Trigger
Polling
Try It
- Client
Trigger
Instant
Try It
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Write

- Client
  Required
- Interaction Type
  Required
- Contact ID
- Employee
- Note
- Subject
- Created Date
Action
Write
- Product
  Required
- Client
  Required
- Note
  Required
- Amount
  Required
- Quantity
  Required
- Start Date
  Required
- End Date
  Required
- Is Recurring?
  Required
- Auto Renew?
  Required
Action
Write

- Task UUID
  Required
- Assign to Employee
- Name
- Note
- Due Date
- Completed
- Start Date
- Attributes
Action
Write
- Client ID
  Required
Action
Search
- External ID
  Required
- Name
  Required
- Status
  Required
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
Action
Search or write
- Project Status
Trigger
Polling
Try It
- Project Title
  Required
- Project Description
- Client Name
- Start Date
- Estimated Completion Date
- Annual Contract Value
- Implementation Budget
- Budget Shown to Client
- Estimated Duration
- Template
- Custom Fields
Action
Write

- Client
  Required
Trigger
Polling
Try It
New User
Triggers when a new user/employee is added to your organization.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Name
  Required
- Status
  Required
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
Action
Write
- Client
  Required
- Contract Name
  Required
- Description
- Note
- Booking Date
- Close Lost Date
- Probability
- Currency
- Assigned ARR
- Assigned MRR
- Terminated Date
- Terminated Effective Date
- External ID
- Auto Renewal
- Booked By Employee ID
- Closed Lost By Employee ID
- Terminated Lost By Employee ID
- Type Value
- Stage Value
  Required
- Forecast Type Value
- Tenant Product ID
  Required
- Line Number
- Product Code
- Description
- Quantity
  Required
- Total
  Required
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
Action
Write
- Client
  Required
- Risk Level
  Required
- Employee
- Note
- Created Date
Action
Write
- Client
  Required
- Employee
  Required
- Name
  Required
- Note
- Due Date
- Start Date
- Attributes
Action
Write
- External ID
  Required
Action
Search
- Email
  Required
Action
Search
- Email Address
  Required
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Search or write
Templates
Triggers when a new template is created
Trigger
Polling
Try It
- Title contains
Action
Search

About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

HelpHelp

Related categories

Project Management

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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Related Zap Templates

Create engagement interactions in ClientSuccess for new projects based on status in Baton

Related Zap Templates

Create engagement interactions in ClientSuccess for new projects based on status in Baton