Daylite Integrations

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Google Sheets

Google +1Google, Spreadsheets

128 Integrations

Mailchimp

Email Newsletters

128 Integrations

Google Calendar

Calendar +1Calendar, Google

96 Integrations

Connect Daylite to 2,000+ Apps

  • Add new MailChimp subscribers to Daylite

    Mailchimp + Daylite

    Try It
  • 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

Daylite Integration Details

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.

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.

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.

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.

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 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.

Create Company

Creates a new company.

Create Object

Creates a new object.

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.

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