Daylite Integrations

Do more with Daylite

Zapier lets you connect Daylite with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect Daylite to 4000+ apps

Or pick an app to pair with arrow pointing down

Google Calendar

Calendar, Google

Mailchimp

Email Newsletters

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Acuity Scheduling

Scheduling & Booking

Wufoo

Forms & Surveys

Slack

Team Chat

Google Forms

Forms & Surveys, Google

Microsoft Excel

Microsoft, Spreadsheets

Microsoft Outlook

Email, Microsoft

Trello

Project Management

Gmail

Email, Google

Asana

Project Management

Evernote

Notes

JotForm

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting, Premium

ActiveCampaign

Marketing Automation

OneDrive

File Management & Storage, Microsoft

Todoist

Task Management

RingCentral

Phone & SMS

OmniFocus

Task Management

Keap Max Classic

Marketing Automation, Premium

Twitter

Social Media Accounts

Google Contacts

Contact Management, Google

Smartsheet

Spreadsheets

WooCommerce

eCommerce, WordPress

Squarespace

Forms & Surveys

HubSpot

Marketing Automation

Airtable

Databases

Microsoft, Social Media Accounts

Things

Task Management

Basecamp 3

Project Management

Zendesk

Customer Support, Premium

WPForms

Forms & Surveys, WordPress

Direct Mail

Email Newsletters

Zoom

Video Conferencing

Box

File Management & Storage

Salesforce

CRM (Customer Relationship Management), Premium

Microsoft Office 365

Email, Microsoft

Microsoft Exchange

Email, Microsoft

Finmo

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

Shopify

eCommerce, Premium

Formstack

Forms & Surveys

Twilio

Phone & SMS

ScheduleOnce

Scheduling & Booking

Xero

Accounting, Premium

Seamless AI

Contact Management

SurveyMonkey

Forms & Surveys

YouCanBook.Me

Scheduling & Booking

ClickFunnels

Marketing Automation

ClickUp

Project Management

BombBomb.com

Drip Emails

TextMagic

Phone & SMS

Harvest

Time Tracking Software

Klick-Tipp

Marketing Automation

Toggl

Time Tracking Software

Microsoft Teams

Microsoft, Team Chat

Keap

CRM (Customer Relationship Management)

Mandrill

Transactional Email

Microsoft To Do

Microsoft, Task Management

Alfred

Beta, CRM (Customer Relationship Management)

Freshdesk

Customer Support

Ninja Forms

Forms & Surveys, WordPress

Mailparser

123FormBuilder

Forms & Surveys

Google Drive

File Management & Storage, Google

Constant Contact

Email Newsletters

Cognito Forms

Forms & Surveys

SharpSpring

Marketing Automation

Perspective

Marketing Automation

Basecamp 2

Project Management

Typeform

Forms & Surveys

Facebook Pages

Facebook, Social Media Accounts

OneNote

Microsoft, Notes

Teamwork

Project Management

Book Like A Boss

Scheduling & Booking

FreshBooks

Accounting

AWeber

Email Newsletters

Sendy

Email Newsletters

Pagico

Project Management

Eventbrite

Event Management

Formsite

Forms & Surveys

WhatConverts

CRM (Customer Relationship Management)

Google Tasks

Google, Task Management

Square

Payment Processing

Survey Anyplace

Forms & Surveys

Stripe

Payment Processing

monday.com

Project Management

Any.do

Task Management

Insightly

CRM (Customer Relationship Management)

FreshBooks Classic

Accounting

Proposify

Proposal & Invoice Management

bexio

Accounting

easyfeedback

Beta, Forms & Surveys

Wix Automations

CRM (Customer Relationship Management)

Formidable Forms

Forms & Surveys, WordPress

Feedly

Social Media Accounts

LiveChat

Customer Support

Zipwhip

Phone & SMS

MySQL

Databases, Premium

Pushover

Notifications

Invoice Ninja

Proposal & Invoice Management

PrimaFacie

Beta, Forms & Surveys

Close

CRM (Customer Relationship Management)

Wrike

Project Management

Jobber

Scheduling & Booking

Workable

HR Talent & Recruitment

Redmine

Project Management

Kanbanize

Project Management

Timing

Time Tracking Software

Evernote Business

Notes, Premium

Minute

Scheduling & Booking

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium

Clockify

Time Tracking Software

Mojo

CRM (Customer Relationship Management)

Jira Software Server

Project Management

Zoho Books

Accounting, Zoho

Clearbit

Contact Management

Pure Chat

Customer Support

Highrise

CRM (Customer Relationship Management)

Popular ways to use Daylite workflows

Add new Mailchimp subscribers to Daylite
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
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
Google Forms + Daylite
More details
When this happens
Step 1: New Response in Spreadsheet
Then do this
Step 2: Create Opportunity for Person
See Zap details Try it
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
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
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

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 or creates a specific find appointment.
Scheduled
Action
Daylite
Finds or creates a specific find company v2.
Scheduled
Action
Daylite
Finds or creates a specific find contact v4.
Scheduled
Action
Daylite
Finds or creates a specific find note v2.
Scheduled
Action
Daylite
Finds or creates a specific find opportunity v3.
Scheduled
Action
Daylite
Finds or creates a specific find project v2.
Scheduled
Action
Daylite
Finds or creates a specific find 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!

Learn More