Daylite Integrations

CRM (Customer Relationship Management)

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Connect Daylite to 4000+ apps

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Developer Tools, Zapier

Google Calendar

Calendar, Google

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Developer Tools, Zapier

Mailchimp

Email Newsletters

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Documents, Zapier

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

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Developer Tools, Zapier

Google Calendar

Calendar, Google

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Developer Tools, Zapier

Mailchimp

Email Newsletters

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Documents, Zapier

Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

Google Calendar

Calendar, Google

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Developer Tools, Zapier

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Popular ways to use Daylite workflows

Add new Mailchimp subscribers to Daylite
Try it
Mailchimp + Daylite
More details
When this happens
Step 1: New Subscriber
Then do this
Step 2: Create Person
See Zap details Try it
Add new Mailchimp subscribers to Daylite
Add new Mailchimp subscribers to Daylite
Mailchimp + Daylite
Add new Facebook Lead Ad leads as new contacts in Daylite
Premium
Try it
Facebook Lead Ads + Daylite
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Person
See Zap details Try it
Add new Facebook Lead Ad leads as new contacts in Daylite
Premium
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
Try it
Google Forms + Daylite
More details
When this happens
Step 1: New Response in Spreadsheet
Then do this
Step 2: Create Opportunity for Person
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Create Daylite opportunities and people from new Google Forms entries
Create Daylite opportunities and people from new Google Forms entries
Google Forms + Daylite
Add new Asana Projects to Daylite
Try it
Asana + Daylite
More details
When this happens
Step 1: New Project
Then do this
Step 2: Create Project
See Zap details Try it
Add new Asana Projects to Daylite
Add new Asana Projects to Daylite
Asana + Daylite
Create Daylite opportunities and people from new Jotform submissions
Try it
Jotform + Daylite
More details
When this happens
Step 1: New Submission
Then do this
Step 2: Create Opportunity for Person
See Zap details Try it
Create Daylite opportunities and people from new Jotform submissions
Create Daylite opportunities and people from new Jotform submissions
Jotform + Daylite
Create Daylite opportunities and people from new Wufoo entries
Try it
Wufoo + Daylite
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Opportunity for Person
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Create Daylite opportunities and people from new Wufoo entries
Create Daylite opportunities and people from new Wufoo entries
Wufoo + Daylite
Create opportunities for Daylite contacts with new Typeform entries
Try it
Typeform + Daylite
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Opportunity for Person
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Create opportunities for Daylite contacts with new Typeform entries
Create opportunities for Daylite contacts with new Typeform entries
Typeform + Daylite
Create Daylite opportunities and people from new 123FormBuilder submissions
Try it
123FormBuilder + Daylite
More details
When this happens
Step 1: New Submission
Then do this
Step 2: Create Opportunity for Person
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Create Daylite opportunities and people from new 123FormBuilder submissions
Create Daylite opportunities and people from new 123FormBuilder submissions
123FormBuilder + Daylite

Supported triggers and actions

What does this mean?

Deleted Appointment
Triggers when a Daylite appointment is deleted.
Trigger
Instant
Deleted Company
Triggers when a Daylite company is deleted.
Trigger
Instant
Deleted Person
Triggers when a Daylite person is deleted.
Trigger
Instant
Deleted Form
Triggers when a Daylite form is deleted.
Trigger
Instant
Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Trigger
Instant
Deleted Project
Triggers when a Daylite project is deleted.
Trigger
Instant
Deleted Task
Triggers when a Daylite task is deleted.
Trigger
Instant
New Appointment
Triggers when a new appointment is created in Daylite.
Trigger
Instant
Daylite
Triggers when a new company is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new person is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new form is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new note is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new opportunity is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new project is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new task is created in Daylite.
Instant
Trigger
Daylite
Triggers when a person is sent to the Trash in Daylite.
Instant
Trigger
Daylite
Triggers when an appointment is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a company is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a person is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a Daylite form is updated.
Instant
Trigger
Daylite
Triggers when a note is updated in Daylite.
Instant
Trigger
Daylite
Triggers when an opportunity is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a project is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a task is updated in Daylite.
Instant
Trigger
Daylite
Creates a new object.
Scheduled
Action
Daylite
Creates a new appointment.
Scheduled
Action
Daylite
Creates a new company.
Scheduled
Action
Daylite
Creates a new person and optionally an associated company.
Scheduled
Action
Daylite
Creates a new Email.
Scheduled
Action
Daylite
Creates a new form.
Scheduled
Action
Daylite
Creates a new Note.
Scheduled
Action
Daylite
Creates a new Opportunity.
Scheduled
Action
Daylite
Creates a new opportunity associated with a person or company.
Scheduled
Action
Daylite
Creates a new Project.
Scheduled
Action
Daylite
Creates a new task.
Scheduled
Action
Daylite
Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
Scheduled
Action
Daylite
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Scheduled
Action
Daylite
Updates an existing object.
Scheduled
Action
Daylite
Modifies an appointment.
Scheduled
Action
Daylite
Modifies a company.
Scheduled
Action
Daylite
Modifies a person.
Scheduled
Action
Daylite
Modifies an opportunity.
Scheduled
Action
Daylite
Modifies a project.
Scheduled
Action
Daylite
Modifies a task.
Scheduled
Action
Daylite
Finds an existing object.
Scheduled
Action
Daylite
Finds an existing appointment.
Scheduled
Action
Daylite
Finds an existing company.
Scheduled
Action
Daylite
Finds an existing person.
Scheduled
Action
Daylite
Finds an existing note.
Scheduled
Action
Daylite
Finds an existing opportunity.
Scheduled
Action
Daylite
Finds an existing project.
Scheduled
Action
Daylite
Finds an existing task.
Scheduled
Action
Daylite
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
Scheduled
Action
Daylite
Finds an existing object.
Scheduled
Action
Daylite
Finds an existing appointment.
Scheduled
Action
Daylite
Find or Create Company
Scheduled
Action
Daylite
Find or Create Company
Scheduled
Action
Daylite
Find or Create Contact
Scheduled
Action
Daylite
Find or Create Contact
Scheduled
Action
Daylite
Find or Create Person
Scheduled
Action
Daylite
Find or Create Person
Scheduled
Action
Daylite
Find or Create Note
Scheduled
Action
Daylite
Find or Create Note
Scheduled
Action
Daylite
Find or Create Opportunity
Scheduled
Action
Daylite
Find or Create Opportunity
Scheduled
Action
Daylite
Find or Create Opportunity
Scheduled
Action
Daylite
Find or Create Project
Scheduled
Action
Daylite
Find or Create Project
Scheduled
Action
Daylite
Find or Create Task
Scheduled
Action

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

Related categories

CRM (Customer Relationship Management)

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Popular Daylite Integrations