Daylite + DeltaNet CRM
Create Daylite tasks for new DeltaNet CRM requests
Stay on top of your CRM tasks with this seamless workflow between DeltaNet CRM and Daylite. When a new request arrives in DeltaNet CRM, this automation creates a task in Daylite, enabling you to handle customer requests efficiently and effectively. Eliminate manual data entry and ensure consistency in your task management process with this efficient integration.
Stay on top of your CRM tasks with this seamless workflow between DeltaNet CRM and Daylite. When a new request arrives in DeltaNet CRM, this automation creates a task in Daylite, enabling you to handle customer requests efficiently and effectively. Eliminate manual data entry and ensure consistency in your task management process with this efficient integration.
- When this happens...
New RequestTriggers when a new request in DeltaNet is created
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.customer_emailRequired
Blog IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer EmailRequired
First Name
Last Name
Phone
Assign to Agent
Request Source
Broadcast Lead
Comments
MLSID
Property Address
City
State
Zip code
Services of Interest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer emailRequired
Property AddressRequired
CityRequired
StateRequired
Zip codeRequired
Showing Date And TimeRequired
Showing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Deleted Appointment
Triggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Task
Triggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Form
Triggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Updated
Triggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Note
Triggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a project is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message IDRequired
FromRequired
ToRequired
HTML Email BodyRequired
DateRequired
Category
Keywords
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Category
Keywords
Details
First NameRequired
Last NameRequired
Email Address
Phone Number
Company Name
Company Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Object ReferenceRequired
Linked Object ReferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Subject
Details
Show As
Timezone
Start Date
End Date
Category
Edit Mode
Keywords
Resources
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
First Name
Middle Name
Last Name
Prefix
Suffix
Nickname
Category
Edit Mode
Keywords
Birthday
Anniversary
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Group Edit Mode
Linked Group
Linked Contact Edit Mode
Relationship Type (Recipient)
Relationship Type (Source)
Contacts
Linked Company Edit Mode
Company
Company Role
Project Edit Mode
Project
Project Role
Project Title
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Status
Priority
Name
Start Date
End Date
Due Date
Category
Edit Mode
Keywords
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Task Edit Mode
Linked Task
Linked Note Edit Mode
Linked Note
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object TypeRequired
Search BodyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appReference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Email Search OperatorRequired
EmailRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Name Search OperatorRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Name Search OperatorRequired
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plancustomer_emailRequired
NoteRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start dateRequired
End dateRequired
Event TitleRequired
Event Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer EmailRequired
Group IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer emailRequired
Blog IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.emailRequired
First NameRequired
Last NameRequired
Cell Phone
Daytime phone
Evening Phone
Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeleted Company
Triggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Form
Triggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Project
Triggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a task is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form TemplateRequired
Linked Person
Linked Company
Linked Opportunity
Linked Project
Linked Note
Linked Task
Linked Appointment
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Company Name
Type
Region
Industry
Category
Edit Mode
Keywords
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Person Title
Linked Person Edit Mode
Person
Person Role
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Number of Employees
Relationship Type (Source)
Relationship Type (Recipient)
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Project Edit Mode
Project
Project Role
Project Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Opportunity Name
State
Probability
Start Date
End Date
Forecasted Date
Edit Mode
Keywords
Category
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Title
Details
Priority
Due Date
Start Date
End Date
Category
Edit Mode
Keywords
Estimated Time
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
BodyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name Search Operator
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Email Search OperatorRequired
Email AddressRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Name Search OperatorRequired
Opportunity NameRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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!
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