Daylite Integrations

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,500+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

Daylite Integration Details

Launched on Zapier July 27, 2016

Zapier combines Triggers (like "New Appointment") 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 Company

Creates a new company.

Create Person

Creates a new person and optionally an associated company.

Create Note

Creates a new Note.

Create Opportunity

Creates a new Opportunity.

Create Project

Creates a new Project.

Create Task

Creates a new task.

Create Form

Creates a new form.

Create Opportunity for Person

Creates a new opportunity associated with a person or company.

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 Company

Modifies a company.

Update Person

Modifies a person.

Update Opportunity

Modifies an opportunity.

Update Project

Modifies a project.

Update Task

Modifies a task.

New Appointment

Triggers when a new appointment is created in Daylite.

New Company

Triggers when a new company is created in Daylite.

New Person

Triggers when a new person is created in Daylite.

New Opportunity

Triggers when a new opportunity is created in Daylite.

New Project

Triggers when a new project is created in Daylite.

New Task

Triggers when a new task is created in Daylite.

Appointment Updated

Triggers when an appointment is updated in Daylite.

Company Updated

Triggers when a company is updated in Daylite.

Person Updated

Triggers when a person is updated in Daylite.

Opportunity Updated

Triggers when an opportunity is updated in Daylite.

Project Updated

Triggers when a project is updated in Daylite.

Task Updated

Triggers when a task is updated in Daylite.

Get Object by ID

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

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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.

Learn More