Add new Mailchimp subscribers to Daylite
Mailchimp + Daylite
Add new Facebook Lead Ad leads as new contacts in Daylite
Facebook Lead Ads + Daylite
Create Daylite opportunities and people from new Google Forms entries
Google Forms + Daylite
Add new Asana Projects to Daylite
Asana + Daylite
Create Daylite opportunities and people from new JotForm submissions
JotForm + Daylite

The following Daylite Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

InstantNew Appointment

Triggers when a new appointment is created in Daylite.

InstantNew Person

Triggers when a new person is created in Daylite.

InstantDeleted Company

Triggers when a Daylite company is deleted.

InstantDeleted Form

Triggers when a Daylite form is deleted.

InstantDeleted Project

Triggers when a Daylite project is deleted.

InstantNew Form

Triggers when a new form is created in Daylite.

InstantNew Opportunity

Triggers when a new opportunity is created in Daylite.

InstantNew Task

Triggers when a new task is created in Daylite.

InstantAppointment Updated

Triggers when an appointment is updated in Daylite.

InstantPerson Updated

Triggers when a person is updated in Daylite.

InstantUpdated Note

Triggers when a note is updated in Daylite.

InstantProject Updated

Triggers when a project is updated in Daylite.

InstantNew Company

Triggers when a new company is created in Daylite.

InstantDeleted Appointment

Triggers when a Daylite appointment is deleted.

InstantDeleted Person

Triggers when a Daylite person is deleted.

InstantDeleted Opportunity

Triggers when a Daylite opportunity is deleted.

InstantDeleted Task

Triggers when a Daylite task is deleted.

InstantNew Note

Triggers when a new note is created in Daylite.

InstantNew Project

Triggers when a new project is created in Daylite.

InstantTrashed Person

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

InstantCompany Updated

Triggers when a company is updated in Daylite.

InstantForm Updated

Triggers when a Daylite form is updated.

InstantOpportunity Updated

Triggers when an opportunity is updated in Daylite.

InstantTask Updated

Triggers when a task is updated in Daylite.

Actions

Create Appointment

Creates a new appointment.

Create Person

Creates a new person and optionally an associated company.

Create Email

Creates a new Email.

Create Note

Creates a new Note.

Create Opportunity for Person

Creates a new opportunity associated with a person or company.

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 Appointment

Modifies an appointment.

Update Person

Modifies a person.

Update Project

Modifies a project.

Create Company

Creates a new company.

Create Object

Creates a new object.

Create Form

Creates a new form.

Create Opportunity

Creates a new Opportunity.

Create Project

Creates a new Project.

Remove Object

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

Update Object

Updates an existing object.

Update Company

Modifies a company.

Update Opportunity

Modifies an opportunity.

Update Task

Modifies a task.

Searches

Get Object by ID

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

Find Appointment

Finds an existing appointment.

Find Person

Finds an existing person.

Find Opportunity

Finds an existing opportunity.

Find Task

Finds an existing task.

Find Object

Finds an existing object.

Find Company

Finds an existing company.

Find Note

Finds an existing note.

Find Project

Finds an existing project.

Connect Daylite to 2,000+ Apps

Daylite

Daylite Integrations

Do more with Daylite

Choose an app to connect with Daylite

Google Sheets

Mailchimp

Google Calendar

Acuity Scheduling

Facebook Lead Ads

Wufoo

Calendly

Microsoft Excel

Slack

Google Forms

Microsoft Office 365

Trello

Evernote

Gmail

Microsoft Outlook

Gravity Forms

Asana

JotForm

QuickBooks Online

Infusionsoft by Keap

OmniFocus

Twitter

OneDrive

Todoist

ActiveCampaign

Typeform

Google Contacts

Dropbox

LinkedIn

Zendesk

Things

RingCentral

Box

Airtable

Direct Mail

Squarespace

Basecamp 3

ScheduleOnce

ClickFunnels

Harvest

YouCanBook.Me

TextMagic

Formstack

ClickUp

WooCommerce

123FormBuilder

Shopify

Klick-Tipp

Twilio

BombBomb.com

Seamless AI

Smartsheet

Ninja Forms

Formsite

Basecamp 2

Zoho CRM

Toggl

SurveyMonkey

OneNote

Book Like A Boss

Google Drive

Eventbrite

WPForms

Invoice Ninja

Microsoft Exchange

Pipedrive

Microsoft Teams

Salesforce

Cognito Forms

AWeber

Mailparser

FreshBooks Classic

Zipwhip

FreshBooks New

Microsoft To-Do

Facebook Pages