Connect neoncrm and baton to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between neoncrm and baton?

To start, connect both your neoncrm and baton accounts to viaSocket. Once connected, you can set up a workflow where an event in neoncrm triggers actions in baton (or vice versa).

Can we customize how data from neoncrm is recorded in baton?

Absolutely. You can customize how neoncrm data is recorded in baton. This includes choosing which data fields go into which fields of baton, setting up custom formats, and filtering out unwanted information.

How often does the data sync between neoncrm and baton?

The data sync between neoncrm and baton typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from neoncrm to baton?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between neoncrm and baton?

Yes, you can set conditional logic to control the flow of data between neoncrm and baton. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

neoncrm

About neoncrm

Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.

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baton

About baton

Baton is the leading platform for managing software implementations and customer onboarding.

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