Baton Gainsight

When new projects based on status in Baton, sync it to Gainsight.

When new projects reach milestone statuses in Baton, update customer success metrics in Gainsight.

Try:

See all Baton + Gainsight integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Baton Explore Baton →

Triggers
New task created

Fires when a new task or card is created in Baton.

Task completed

Fires when a task in Baton is marked complete.

Due date approaching

Fires when a task's due date in Baton is coming up.

Comment added

Fires when a comment is added to a task in Baton.

Actions
Create task

Creates a new task in Baton.

Update task

Updates a task's status or assignee in Baton.

Add comment

Posts a comment on a task in Baton.

Move task

Moves a task in Baton to a different board or list.

Gainsight Explore Gainsight →

Triggers
New lead created

Fires when a new lead or contact is created in Gainsight.

Deal stage changed

Fires when a deal moves to a new stage in Gainsight.

Deal won

Fires when a deal is marked won in Gainsight.

Contact updated

Fires when a field on a contact changes in Gainsight.

Actions
Create or update contact

Creates or updates a contact in Gainsight.

Create deal

Creates a new deal in Gainsight.

Update deal stage

Moves a deal to a new stage in Gainsight.

Log activity

Logs a call, email, or note against a record in Gainsight.

Generate project tasks when deals are won When a deal is won in Gainsight, automatically create a project task in Baton to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Baton, automatically update the deal stage in Gainsight to keep sales reps informed. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Baton, automatically log the activity in Gainsight on the customer record. See details

See all Baton + Gainsight integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new projects based on status in Baton, sync it to Gainsight.” between Baton and Gainsight?

Yes — describe it in the box above and Knit's Integrations Agent researches Baton and Gainsight's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Baton and Gainsight help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Gainsight automatically spin up project tasks?

Yes, when a deal is won or changes stages in Gainsight, you can instantly create initial project tasks in Baton.

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