ClientSuccess

Learn how to connect HubSpot to Baton to auto-import projects from deals, configure import rules, field mapping, template mapping, and link companies.

Hubspot Integration

Learn how to explore the Baton API using Postman by importing the Swagger file, setting baseUrl and apiKey variables, and configuring authorization.

Explore Baton's API with Postman

Learn how to connect Salesforce to Baton to auto-create projects from Opportunities, set import rules, sync fields both ways, and map templates.

Baton Salesforce Integration

Learn how to set up the Baton Jira Cloud integration to create Jira issues from Baton tasks, sync statuses two-way, and link tickets to projects.

Jira Cloud Integration

Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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