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AppointmentCore + Daylite

Update persons in Daylite CRM using guest information for new AppointmentCore bookings

Daylite CRM provides all great features from managing schedules, projects, sales opportunities, and more. Now it's even easier with this integration, which allows you to create contacts automatically in Daylite. When guests use your AppointmentCore booking link to make a booking, a new contact will be automatically generated from those details in Daylite.

Daylite CRM provides all great features from managing schedules, projects, sales opportunities, and more. Now it's even easier with this integration, which allows you to create contacts automatically in Daylite. When guests use your AppointmentCore booking link to make a booking, a new contact will be automatically generated from those details in Daylite.

  1. When this happens...
    AppointmentCoreAppointmentCore
    New Booking

    Triggers when a booking is created in AppointmentCore.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Update Person

    Modifies a person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Booking LinkRequired

    Trigger
    Instant
    Try It
    • Booking LinksRequired

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

    Trigger
    Instant
    Try It
    • Booking Link SummaryRequired

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

    Trigger
    Instant
    Try It
appointmentcore logo
appointmentcore logo

About AppointmentCore

AppointmentCore's integration allows you to trigger actions in your trusted systems whenever prospects or customers book appointments with your AppointmentCore account!

Related categories

  • Scheduling & Booking
daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn moreHelp

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