Daylite Integrations

  • Add new MailChimp subscribers to Daylite

    Are you manually adding new contacts in Daylite when someone subscribes to your newsletter? Let Zapier do the work for you. With this integration, new subscribers that signup to your mailing list in MailChimp will automatically be created as new contacts in Daylite. This way you can keep up with leads more efficiently.

    How this MailChimp-Daylite integration works

    1. A new subscriber is added to a MailChimp list
    2. Zapier creates a new Daylite contact

    Apps involved

    • MailChimp
    • Daylite
  • Add new Facebook Lead Ad leads as new contacts in Daylite

    Are you manually uploading Facebook leads into Daylite? Let Zapier do the heavy lifting for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Daylite for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Daylite integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new contact in Daylite

    Apps involved

    • Facebook Lead Ads
    • Daylite
  • Create Daylite opportunities and people from new Google Forms entries

    The more new submissions come in, the harder it can be to keep them all organized. After you've set up this integration, it will trigger with every new submission on Google Forms, creating a new opportunity and contact on Daylite for you so you never have to enter them by hand again.

    How this Google Forms-Daylite integration works

    1. Someone submits a Google Forms entry online
    2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

    Apps involved

    • Google Forms
    • Daylite Cloud
  • Add new Asana Projects to Daylite

    Want to avoid double entry for your projects when working with Daylite and other Project Management tools? Using this Zapier integration, you can automate new projects being created in Daylite when a project is created in Asana so you don't have to worry about wasting time doing double entry. Spend less time doing data entry and more time getting projects done on time.

    How this Asana-Daylite integration works

    1. A new project is added in Asana
    2. Zapier creates a new project in Daylite

    Apps involved

    • Asana
    • Daylite
  • Create Daylite opportunities and people from new JotForm submissions

    You're too busy to waste time on manual exports. Let Zapier keep you focused on your leads by capturing them all for you. This integration will trigger with every new submission you get on a JotForm, automatically creating a new lead and opportunity on Daylite so your sales team can jump on them immediately.

    How this JotForm-Daylite integration works

    1. A new submission is received on JotForm
    2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

    Apps involved

    • JotForm
    • Daylite Cloud
  • Create Daylite opportunities and people from new 123FormBuilder submissions

    The faster you can act on your leads, the better. This integration can help with that by capturing everything for you. After you've set it up, whenever a 123FormBuilder submission is received on your website, Zapier will automatically copy the details into Daylite, creating a new opportunity and associated contact so you never waste any time with manual entry.

    How this 123FormBuilder-Daylite integration works

    1. A new submission is received on 123FormBuilder
    2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

    Apps involved

    • 123FormBuilder
    • Daylite Cloud
  • Create Daylite opportunities and people from new Wufoo entries

    Manual exports take up valuable time that you could apply to your lead pipeline. After you've set up this integration, Zapier will capture every new submission to your form on Wufoo, passing the information to Daylite so a new opportunity and contact can be created for you—letting you focus on work that matters.

    How this Wufoo-Daylite integration works

    1. Someone fills out your Wufoo form online
    2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

    Apps involved

    • Wufoo
    • Daylite Cloud
  • Create Daylite opportunities and people from new Typeform entries

    Who doesn’t love saving time and avoiding manual entry? With this Zapier integration, every time someone fills out a form powered by Typeform on your site, a new opportunity and contact will be created on Daylite for you, so you can get right to work.

    How this Typeform-Daylite integration works

    1. Someone submits a new Typeform entry online
    2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

    Apps involved

    • Typeform
    • Daylite Cloud
  • Add new Minute tasks to Daylite

    Monitoring your Minute meeting tasks assigned to you can be difficult if these don't directly incorporate into your everyday workflow. Once this integration is set up, Zapier automatically creates a new Daylite item each time a Minute task is assigned to you.

    Note: This Zap doesn't import Minute tasks that were previously assigned to you - only new Minute tasks assigned to you after you've set it up.

    How this Minute-Daylite integration works

    1. A new Minute task is assigned to you
    2. Zapier will automatically create a new Daylite item

    Apps involved

    • Minute
    • Daylite
  • Create new Daylite projects from new Basecamp Projects

    Spend less time doing data entry and more time getting projects done on time! Using this Zapier integration, you can automate the creation of new projects in Daylite when a project is added to Basecamp.

    How this Basecamp-Daylite integration works

    1. A new project is added to Basecamp
    2. Zapier creates the project in Daylite

    Apps involved

    • Basecamp
    • Daylite
  • Subscribe new Daylite contacts to Gro CRM

    Are you up until daybreak trying to move contacts between CRM apps? Let Zapier help you get some sleep and manage this task for you! This Daylite-Gro CRM integration automatically adds new Daylite contacts into Gro CRM. Sweet!

    How this Daylite-Gro CRM integration works

    1. A new contact is created on Daylite
    2. Zapier automatically creates a new lead in Gro CRM

    Apps involved

    • Daylite
    • Gro CRM
  • Subscribe new Daylite people to a MailChimp list

    Tired of having to manually update mailing list addresses? Keep your email campaign up-to-date with this Daylite to MailChimp integration. Once activated, Zapier will automatically subscribe each new person added to Daylite to a list in MailChimp.

    How this Daylite-Filter by Zapier-MailChimp integration works

    1. A new person is added to Daylite
    2. Zapier uses a filter to check for a specified keyword or category
    3. Zapier adds this person's email to a MailChimp list

    Apps involved

    • Daylite
    • Filter by Zapier
    • MailChimp
  • Create new Daylite opportunities when keywords are added to a person in Daylite

    Want to automate actions within Daylite? This integration will allow you to create a new Daylite opportunity whenever a new person is updated and has a specific keyword. That way, you can better stay organized and track your opportunities.

    How this Daylite-Daylite integration works

    1. A person in Daylite is modified and has a specific keyword
    2. Zapier creates a new opportunity that is linked to the person

    Apps involved

    • Daylite
    • Daylite
  • Log new Daylite tasks to a Google Sheet

    Want to export your newly created Daylite tasks to a Google Sheets? With this Zapier integration, you'll be able to automatically populate your Google Sheets with Daylite task info and easily make it available to colleagues.

    How this Daylite-Google Sheets integration works

    1. A new task is added to Daylite
    2. Zapier adds a new row to a Google Sheets with the task details

    Apps involved

    • Daylite
    • Google Sheets
  • Get Slack notifications when Daylite projects are created

    Keep your team in the loop as your projects take shape. With this integration, whenever a new project is added to Daylite, your chosen Slack channel will get notified. That way, your team is poised and ready to kick off project.

    How this Daylite-Slack integration works

    1. A project is added to Daylite
    2. Zapier sends a customized notification to a Slack channel

    Apps involved

    • Daylite
    • Slack
  • Add Twitter users to a list when new Daylite contacts are added

    Help your sales team become familiar with your newest contacts by following them on Twitter. Use this integration to keep tabs on these contacts with no extra effort on your part. This integration will allow you to automatically add new members to a Twitter list if they meet the filter conditions that you set.

    How this Daylite-Twitter integration works

    1. A new Person is added to Daylite
    2. Zapier adds this person to a designated Twitter list

    Apps involved

    • Daylite
    • Twitter
  • Add new AWeber subscribers to Daylite

    Automatically add your newsletter subscribers from AWeber to Daylite without the need to manually copy their information over. This Zapier integration will create a new Daylite user whenever a subscriber is created in AWeber.

    How it works

    1. A subscriber is created in AWeber
    2. Zapier creates a new Daylite user based on the subscriber's information.

    What you need

    • AWeber account
    • Wise Agent account
  • Add new Bookafy customers to Daylite CRM as people

    Share with your team across your Macs, iPhones, and iPads and manage schedules, projects, sales opportunities and more in one place. Daylite CRM provides all those features for you. This Bookafy-Daylite integration allows you to create contacts automatically in Daylite CRM for every new Bookafy customers.

    How this Bookafy-Daylite integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that customer to Daylite as a new person

    Apps involved

    • Bookafy
    • Daylite

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Daylite Integration Details

Launched on Zapier May 10, 2016

Zapier combines Triggers (like "New Person") and Actions (like "Create Appointment") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Create Appointment

Creates a new appointment.

Create Person

Creates a new person and optionally an associated company.

Create Company

Creates a new company.

Create Opportunity

Creates a new Opportunity.

Create Task

Creates a new task.

Create Note

Creates a new Note.

Create Project

Creates a new Project.

Create Form

Creates a new form.

Update Company

Modifies a company.

Update Appointment

Modifies an appointment.

Update Opportunity

Modifies an opportunity.

Update Person

Modifies a person.

Update Task

Modifies a task.

Update Project

Modifies a project.

Create Opportunity for Person

Creates a new opportunity associated with a person or company.

New Person

Triggers when a new person is created in Daylite.

New Appointment

Triggers when a new appointment is created in Daylite.

New Project

Triggers when a new project is created 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 Company

Triggers when a new company is created in Daylite.

Project Updated

Triggers when a project is updated in Daylite.

Opportunity Updated

Triggers when an opportunity is updated in Daylite.

Person Updated

Triggers when a person is updated in Daylite.

Appointment Updated

Triggers when an appointment is updated in Daylite.

Task Updated

Triggers when a task is updated in Daylite.

Company Updated

Triggers when a company is updated in Daylite.

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.

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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.