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

    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

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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