Daylite + Microsoft Excel Integrations
How to connect Daylite + Microsoft Excel
Zapier lets you send info between Daylite and Microsoft Excel automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Deleted AppointmentTriggers when a Daylite appointment is deleted.Trigger- Deleted CompanyTriggers when a Daylite company is deleted.Trigger
- Deleted PersonTriggers when a Daylite person is deleted.Trigger
- Deleted FormTriggers when a Daylite form is deleted.Trigger
- Deleted OpportunityTriggers when a Daylite opportunity is deleted.Trigger
- Deleted ProjectTriggers when a Daylite project is deleted.Trigger
- Deleted TaskTriggers when a Daylite task is deleted.Trigger
- New AppointmentTriggers when a new appointment is created in Daylite.Trigger
- 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 an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Task
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
How Daylite + Microsoft Excel Integrations Work
- Step 1: Authenticate Daylite and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Microsoft Excel Tutorials
Related categories
Similar apps
Highrise
CRM (Customer Relationship Management)
Contactually
CRM (Customer Relationship Management)
Pagico
Project Management
About Microsoft Excel
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
DocumentsGet started for free
You can't add more hours to the day. Zapier is the next best thing.