• CircleLoop logoCircleLoop logo
  • Daylite logoDaylite logo

CircleLoop + Daylite Integrations

How to connect CircleLoop + Daylite

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  • CircleLoop triggers, actions, and search
    Answered Call
    Trigger when a call is answered.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Made Call
    Trigger when a call is made.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Missed Call
    Trigger when a call is missed.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Received Call
    Trigger when a call is received.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Chat Message Received
    Trigger when a chat message is received.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Chat Message Sent
    Trigger when a chat message is sent.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Voicemail Received
    Trigger when a voicemail is received.
    Trigger
    Instant
  • CircleLoop triggers, actions, and search
    Create Contact
    Creates a CircleLoop contact.
    Action
    Write
  • Daylite

    Triggers when a Daylite appointment is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite company is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite person is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite form is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite opportunity is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite project is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite task is deleted.

    Instant

    Trigger

  • Daylite

    Triggers when a new appointment is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new company is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new person is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new form is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new note is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new opportunity is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new project is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a new task is created in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a person is sent to the Trash in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when an appointment is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a company is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a person is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a Daylite form is updated.

    Instant

    Trigger

  • Daylite

    Triggers when a note is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when an opportunity is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a project is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Triggers when a task is updated in Daylite.

    Instant

    Trigger

  • Daylite

    Creates a new object.

    Scheduled

    Action

  • Daylite

    Creates a new appointment.

    Scheduled

    Action

  • Daylite

    Creates a new company.

    Scheduled

    Action

  • Daylite

    Creates a new person and optionally an associated company.

    Scheduled

    Action

  • Daylite

    Creates a new Email.

    Scheduled

    Action

  • Daylite

    Creates a new form.

    Scheduled

    Action

  • Daylite

    Creates a new Note.

    Scheduled

    Action

  • Daylite

    Creates a new Opportunity.

    Scheduled

    Action

  • Daylite

    Creates a new opportunity associated with a person or company.

    Scheduled

    Action

  • Daylite

    Creates a new Project.

    Scheduled

    Action

  • Daylite

    Creates a new task.

    Scheduled

    Action

  • Daylite

    Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.

    Scheduled

    Action

  • Daylite

    Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.

    Scheduled

    Action

  • Daylite

    Updates an existing object.

    Scheduled

    Action

  • Daylite

    Modifies an appointment.

    Scheduled

    Action

  • Daylite

    Modifies a company.

    Scheduled

    Action

  • Daylite

    Modifies a person.

    Scheduled

    Action

  • Daylite

    Modifies an opportunity.

    Scheduled

    Action

  • Daylite

    Modifies a project.

    Scheduled

    Action

  • Daylite

    Modifies a task.

    Scheduled

    Action

  • Daylite

    Finds an existing object.

    Scheduled

    Action

  • Daylite

    Finds an existing appointment.

    Scheduled

    Action

  • Daylite

    Finds an existing company.

    Scheduled

    Action

  • Daylite

    Finds an existing person.

    Scheduled

    Action

  • Daylite

    Finds an existing note.

    Scheduled

    Action

  • Daylite

    Finds an existing opportunity.

    Scheduled

    Action

  • Daylite

    Finds an existing project.

    Scheduled

    Action

  • Daylite

    Finds an existing task.

    Scheduled

    Action

  • Daylite

    Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.

    Scheduled

    Action

  • Daylite

    Finds an existing object.

    Scheduled

    Action

  • Daylite

    Finds an existing appointment.

    Scheduled

    Action

  • Daylite

    Find or Create Company

    Scheduled

    Action

  • Daylite

    Find or Create Company

    Scheduled

    Action

  • Daylite

    Find or Create Contact

    Scheduled

    Action

  • Daylite

    Find or Create Contact

    Scheduled

    Action

  • Daylite

    Find or Create Person

    Scheduled

    Action

  • Daylite

    Find or Create Person

    Scheduled

    Action

  • Daylite

    Find or Create Note

    Scheduled

    Action

  • Daylite

    Find or Create Note

    Scheduled

    Action

  • Daylite

    Find or Create Opportunity

    Scheduled

    Action

  • Daylite

    Find or Create Opportunity

    Scheduled

    Action

  • Daylite

    Find or Create Opportunity

    Scheduled

    Action

  • Daylite

    Find or Create Project

    Scheduled

    Action

  • Daylite

    Find or Create Project

    Scheduled

    Action

  • Daylite

    Find or Create Task

    Scheduled

    Action

How CircleLoop + Daylite Integrations Work

  1. Step 1: Authenticate CircleLoop and Daylite.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
circleloop logo
circleloop logo

About CircleLoop

CircleLoop is a cloud-based business phone system, which allows you to make and receive calls on any device, anywhere.

Related categories

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 more

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