Baton + ClientSuccess

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

Streamline your project management process with this intuitive workflow. Whenever a new project is updated with a specific status in the Baton, it promptly initiates an interaction to create engagement in the ClientSuccess application. This active connection ensures you never miss any changes and can immediately respond, enhancing your client-success management and improving team productivity.

When this happens...
New Projects Based on Status
Triggers when a project appears under certain status.
TriggerPolling
automatically do this!
Create Engagement Interaction
Creates a new engagement interaction on a client.
ActionWrite

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Supported triggers and actions

- Project Status
Trigger
Polling
Try It
- Project TitleRequired
- 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
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
- ClientRequired
Trigger
Polling
Try It
- Client
- Disposition
Trigger
Polling
Try It

- Client
Trigger
Instant
Try It
- ClientRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Write

- ClientRequired
- Interaction TypeRequired
- Contact ID
- Employee
- Note
- Subject
- Created Date
Action
Write
- ProductRequired
- ClientRequired
- NoteRequired
- AmountRequired
- QuantityRequired
- Start DateRequired
- End DateRequired
- Is Recurring?Required
- Auto Renew?Required
Action
Write
- Task UUIDRequired
- Assign to Employee
- Name
- Note
- Due Date
- Completed
- Start Date
- Attributes
Action
Write
- Client IDRequired
Action
Search
- External IDRequired
- NameRequired
- StatusRequired
- 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

Templates
Triggers when a new template is created
Trigger
Polling
Try It
- Title contains
Action
Search
- ClientRequired
Trigger
Polling
Try It
New User
Triggers when a new user/employee is added to your organization.
Trigger
Polling
Try It
- ClientRequired
Trigger
Polling
Try It
- NameRequired
- StatusRequired
- 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
- ClientRequired
- Contract NameRequired
- 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 ValueRequired
- Forecast Type Value
- Tenant Product IDRequired
- Line Number
- Product Code
- Description
- QuantityRequired
- TotalRequired
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
Action
Write
- ClientRequired
- Risk LevelRequired
- Employee
- Note
- Created Date
Action
Write
- ClientRequired
- EmployeeRequired
- NameRequired
- Note
- Due Date
- Start Date
- Attributes
Action
Write
- External IDRequired
Action
Search
- EmailRequired
Action
Search
- Email AddressRequired
- ClientRequired
- First NameRequired
- Last NameRequired
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Search or write