Baton and RowShare

Easily integrate Baton and RowShare without any code.
Baton
Baton is the leading platform for managing software implementations and customer onboarding.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Baton through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Baton
Or the other way round:
When this happens in Baton
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Automatically do that in RowShare

Baton Triggers and Actions

Below is a list of triggers and actions available on Baton via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Search Template
Search a template from the list of templates
Create Project
Creates a Project on Baton
and more triggers
Baton doesn't offer (yet) any Trigger on Zapier.

Actions

Templates
Triggers when a new template is created
New Projects Based on Status
Triggers when a project appears under certain status.
and more actions
Baton doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.