Create new Daylite opportunities when keywords are added to a person in Daylite
When this happensStep 1: Person Updated
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
- A person in Daylite is modified and has a specific keyword
- Zapier creates a new opportunity that is linked to the person