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Connect Baton and Microsoft Teams to power AI-driven automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Baton with Microsoft Teams - no code necessary. See how you can get setup in minutes.

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Baton logo
Baton
Baton logo
Baton
1. Choose trigger event
Microsoft Teams logo
Microsoft Teams
Microsoft Teams logo
Microsoft Teams
2. Choose action
Baton logo
1. Select the event
Setup
Test
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Baton
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Projects Based on Status" from Baton.

Add your action

An action happens after the trigger—such as "Create Channel" in Microsoft Teams.

You’re connected!

Zapier seamlessly connects Baton and Microsoft Teams, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • 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
    • Team
      Required
    Trigger
    Polling
    Try It
    • Chat
      Required
    • Exclude messages by you?
    Trigger
    Polling
    Try It
  • Baton triggers, actions, and search
    Templates

    Triggers when a new template is created

    Trigger
    Polling
    Try It
    • Title contains
    Action
    Search
    • Team
      Required
    • Channel
      Required
    • Member
    • Highlight Word
    Trigger
    Polling
    Try It
  • Microsoft Teams triggers, actions, and search
    New Chat

    Triggers when a new chat is created.

    Trigger
    Polling
    Try It

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Baton and Microsoft Teams to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Teams on the Zapier blog

Make work flow with AI

Level up your Baton to Microsoft Teams integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Baton
Baton is the leading platform for managing software implementations and customer onboarding.
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Related categories
Project Management
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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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