Baton + Mojo

Create projects in Baton for new contacts in Mojo

Effortlessly manage your customer relationships with this Mojo and Baton integration. Whenever a new contact is added in Mojo, a project will be created in Baton, streamlining your workflow and ensuring you never miss a beat when it comes to organizing your client projects. Save time and stay on track with this seamless automation.

When this happens...
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Project
Creates a Project on Baton
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
- Project Status
Trigger
Polling
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- 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

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Templates
Triggers when a new template is created
Trigger
Polling
Try It
- Title contains
Action
Search