Daylite Integrations

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Daylite Integration Details

Launched on Zapier July 27, 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.

Link Objects

Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.

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.

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