If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how baton integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in baton
Login -> Create new flow -> Select trigger -> Search baton -> Choose the trigger from the list
Take action in baton when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search baton -> Choose the action from the list
Trigger
Action

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Common automations include creating Baton projects from closed deals, syncing task and milestone updates to CRM and support tools, auto-escalating stalled implementations, generating status reports, and triggering billing events when milestones complete.
Basic automations (e.g., creating projects from deals or updating status across tools) can be set up in minutes to hours. More advanced flows that combine multiple systems and business rules typically take a few days to configure and test.
Yes — viaSocket supports AI-enabled automation that can summarize project progress, surface risks, and suggest next steps. Those AI outputs can be turned into Baton tasks, owner assignments, or stakeholder messages automatically.
Yes. viaSocket uses encrypted API connections and granular permissions to access only the data needed for each automated workflow. Access is controlled by your credentials and can be scoped per integration.
Baton is the leading platform for managing software implementations and customer onboarding.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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