• Copper logoCopper logo
  • Daylite logoDaylite logo

Copper + Daylite Integrations

How to connect Copper + Daylite

Zapier lets you send info between Copper and Daylite automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Copper triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Company
    Triggers when a new Company is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Person
    Triggers when a new Person is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Opportunity
    Triggers when an Opportunity is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Lead
    Triggers when a Lead is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Project
    Triggers when a new Project is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Task
    Triggers when a new Task is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    Updated Company
    Triggers when a Person's Company is changed.
    Trigger
    Instant
  • Copper

    Triggers when a Person's Contact Type is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Person is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's stage is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Project is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Task is changed.

    Instant

    Trigger

  • Copper

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

    Scheduled

    Action

  • Copper

    This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

    Scheduled

    Action

  • Copper

    Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Company.

    Scheduled

    Action

  • Copper

    Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Person.

    Scheduled

    Action

  • Copper

    Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Lead.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of Opportunity ID.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Opportunity.

    Scheduled

    Action

  • Copper

    Creates a new Project.

    Scheduled

    Action

  • Copper

    Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Task.

    Scheduled

    Action

  • Copper

    Searches for an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing project in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing project in Copper.

    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 Copper + Daylite Integrations Work

  1. Step 1: Authenticate Copper 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.
copper logo
copper logo

About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn more

Similar apps

Highrise integrations

Highrise

CRM (Customer Relationship Management)
Capsule CRM integrations

Capsule CRM

CRM (Customer Relationship Management)
Streak integrations

Streak

CRM (Customer Relationship Management)
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

Similar apps

Highrise integrations

Highrise

CRM (Customer Relationship Management)
Contactually integrations

Contactually

CRM (Customer Relationship Management)
Pagico integrations

Pagico

Project Management

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy