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  • Daylite logoDaylite logo

Contactually + Daylite Integrations

How to connect Contactually + Daylite

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  • Contactually triggers, actions, and search
    New Bucketed Contact
    Triggered when a contact is added to the specified bucket.
    Trigger
    Scheduled
  • Contactually triggers, actions, and search
    New Contact
    Triggers when a new Contact is created.
    Trigger
    Scheduled
  • Contactually triggers, actions, and search
    Bucket Contact
    Add the contact to a bucket.
    Action
    Write
  • Contactually triggers, actions, and search
    Create/Update Contact
    Creates a new contact or updates an existing contact.
    Action
    Write
  • Contactually triggers, actions, and search
    Create Interaction
    Creates a new interaction for with a contact.
    Action
    Write
  • Contactually triggers, actions, and search
    Bucket Partner User's Contact
    Adds a partner user's contact to a bucket.
    Action
    Write
  • Contactually triggers, actions, and search
    Create Partner User's Contact
    Creates a new contact for the given partner user.
    Action
    Write
  • Contactually triggers, actions, and search
    Create Partner User Contact's Interaction
    Creates a new partner user contact's interaction for with a contact.
    Action
    Write
  • Contactually

    Creates a note for a partner user's contact.

    Scheduled

    Action

  • Contactually

    Creates a user under the current partner (requires permissions).

    Scheduled

    Action

  • Contactually

    Create a new Task.

    Scheduled

    Action

  • Contactually

    Finds an existing bucket.

    Scheduled

    Action

  • Contactually

    Finds an existing contact by their email address.

    Scheduled

    Action

  • Contactually

    Finds all of partner user's buckets.

    Scheduled

    Action

  • Contactually

    Finds a partner's users.

    Scheduled

    Action

  • 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 Contactually + Daylite Integrations Work

  1. Step 1: Authenticate Contactually 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.
contactually logo
contactually logo

About Contactually

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.
Learn more

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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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