Daylite
When this happens...
DaylitePerson Updated
Then do this...
DayliteCreate 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

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Appointment

Triggers when a new appointment is created in Daylite.

Create Appointment

Creates a new appointment.

New Opportunity

Triggers when a new opportunity is created in Daylite.

Create Person

Creates a new person and optionally an associated company.

New Task

Triggers when a new task is created in Daylite.

Create Company

Creates a new company.

New Company

Triggers when a new company is created in Daylite.

Create Opportunity

Creates a new Opportunity.

New Project

Triggers when a new project is created in Daylite.

Create Task

Creates a new task.

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Daylite is a business productivity app that helps you focus more on doing what you love. Manage your contacts, schedules, projects, tasks, sales opportunities, and more – in one place. Share with your team across your Macs, iPhones, and iPads.

Learn More

Daylite is a business productivity app that helps you focus more on doing what you love. Manage your contacts, schedules, projects, tasks, sales opportunities, and more – in one place. Share with your team across your Macs, iPhones, and iPads.

See Daylite Integrations