Baton’s mission is the be the source of truth for implementations, and seamlessly integrating with your other systems can make sharing accurate information easier than ever. While we have native Jira and Salesforce integrations today, there are many other potential data sources and repositories you may want to sync with. Enter our new Zapier integration- where you can easily integrate Baton with hundreds of other applications using the simple, no-code Zapier platform. The Zapier Integration is available with our Accelerate & Enterprise plans. Please contact your CSM for additional information. To learn more about Zapier, click here.
-
Functionality
-
Setting up Zapier in your Baton Workspace
Functionality
Today, Baton can interact with Zapier on the project level. New projects can be created via a Zap, or additional triggers/actions can be created relating to a Baton project's status change. For example, a Slack channel can be created when a project is created and is in Draft status, or an email can be automatically sent from Gmail when a project is paused. To learn how other customers are using Zapier, click here.
Setting up Zapier in your Baton Workspace
In your instance of Baton, navigate to Workplace Settings > Connected Apps. Select the Zapier tab.
When enabling a zap, Zapier will request an API key. To generate this, click "Create API Key" at the top of that page.
Scrolling down the page, you'll be prompted to log in to Zapier. Additionally, you'll see a number of suggested Zaps that other customers are using with Baton. To learn more about which other Baton templates exist, click here.
Zapier Updates - August 5th
As of August 5th 2024, our team has made updates to improve your teams experience with Zapier. You can find more information about these udpates below:
🔵 Bi-directional custom field data mapping between projects in Baton and Zapier
Our Baton <> Zapier integration now allows users to update their custom fields in Baton from any connected Zapier app. To connect this, create your zap and select the custom field to be mapped to.
🔵 Zapier designated default project lead is now correctly mapped to the project lead and project creator in Baton for projects created through Zapier.
Other updates include:
-
Description is now properly mapped when creating projects from Zapier to Baton
-
Simplified client name and creator data structure to improve mapping connections (NOTE: As part of this improvement, connections relying on client and creator properties may break and will need to be updated)
-
Performance improvements to minimize loading and sync times
Comments
0 comments
Please sign in to leave a comment.