Daylite Help & Support

What Daylite Triggers and Actions are Supported?

Supported Triggers#

  • Project Updated - Triggers when a project is updated in Daylite.
  • New Form - Triggers when a new form is created in Daylite.
  • New Appointment - Triggers when a new appointment is created in Daylite.
  • New Note - Triggers when a new note is created in Daylite.
  • Person Updated - Triggers when a person is updated in Daylite.
  • Updated Note - Triggers when a note is updated in Daylite.
  • Appointment Updated - Triggers when an appointment is updated in Daylite.
  • Company Updated - Triggers when a company is updated in Daylite.
  • Opportunity Updated - Triggers when an opportunity is updated in Daylite.
  • New Opportunity - Triggers when a new opportunity is created in Daylite.
  • New Task - Triggers when a new task is created in Daylite.
  • New Project - Triggers when a new project is created in Daylite.
  • New Person - Triggers when a new person is created in Daylite.
  • Trashed Person - Triggers when a person is sent to the Trash in Daylite.
  • Task Updated - Triggers when a task is updated in Daylite.
  • New Company - Triggers when a new company is created in Daylite.

Supported Searches#

  • Find Appointment - Finds an existing appointment.
  • Find Opportunity - Finds an existing opportunity.
  • Find Note - Finds an existing note.
  • Get Object by ID - Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
  • Find Project - Finds an existing project.
  • Find Task - Finds an existing task.
  • Find Person - Finds an existing person.
  • Find Company - Finds an existing company.
  • Find Object - Finds an existing object.

Supported Actions#

  • Create Appointment - Creates a new appointment.
  • Create Project - Creates a new Project.
  • Create Form - Creates a new form.
  • Create Person - Creates a new person and optionally an associated company.
  • Update Company - Modifies a company.
  • Create Company - Creates a new company.
  • Update Appointment - Modifies an appointment.
  • Update Person - Modifies a person.
  • Create Object - Creates a new object.
  • Create Task - Creates a new task.
  • Link Objects - Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
  • Update Object - Updates an existing object.
  • Create Opportunity - Creates a new Opportunity.
  • Update Opportunity - Modifies an opportunity.
  • Update Task - Modifies a task.
  • Update Project - Modifies a project.
  • Create Note - Creates a new Note.
  • Create Opportunity for Person - Creates a new opportunity associated with a person or company.
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How to Get Started with Daylite on Zapier

To get started with Daylite on Zapier, first you will need to click to connect your Daylite account to use with your Zap.

Click to connect Daylite

You’ll now be asked to log into your Daylite account (unless you are already logged in).

Login to Daylite

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.

Authorize Daylite on Zapier

If all steps were successful your Daylite account will now be successfully connected.

Daylite connection successfull

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Common Problems with Daylite on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Daylite is a business productivity app that helps you focus more on doing what you love. Manage your contacts, schedules, projects, tasks, sales opportunities, and more – in one place. Share with your team across your Macs, iPhones, and iPads.

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