Daylite

Daylite Integrations

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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.

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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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