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The following Daylite Triggers, Searches, Filters, and Actions are supported by Zapier:
Creates a new appointment.
Creates a new company.
Creates a new person and optionally an associated company.
Creates a new object.
Creates a new Email.
Creates a new form.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new Project.
Creates a new task.
Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Updates an existing object.
Modifies an appointment.
Modifies a company.
Modifies a person.
Modifies an opportunity.
Modifies a project.
Modifies a task.
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
Finds an existing object.
Finds an existing appointment.
Finds an existing company.
Finds an existing person.
Finds an existing note.
Finds an existing opportunity.
Finds an existing project.
Finds an existing task.