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Create new Daylite opportunities when keywords are added to a person in Daylite

  1. When this happensStep 1: Person Updated

  2. Then do thisStep 2: Create Opportunity

Want to automate actions within Daylite? This integration will allow you to create a new Daylite opportunity whenever a new person is updated and has a specific keyword. That way, you can better stay organized and track your opportunities.

How this Daylite-Daylite integration works

  1. A person in Daylite is modified and has a specific keyword
  2. Zapier creates a new opportunity that is linked to the person

Apps involved

  • Daylite
  • Daylite
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Connect Daylite + Daylite in Minutes

It's easy to connect Daylite + Daylite and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

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.

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.

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