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Daylite
Daylite Integrations
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Daylite Integration Details
Launched on Zapier:
The following Daylite Triggers, Searches, 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 Object
Finds an existing object.
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