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How Zapier works
Zapier makes it easy to integrate Daylite with Float - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Appointment" from Daylite.
Add your action
An action happens after the trigger—such as "Create Client" in Float.
You’re connected!
Zapier seamlessly connects Daylite and Float, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Deleted AppointmentTriggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted PersonTriggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted OpportunityTriggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted TaskTriggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CompanyTriggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New FormTriggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OpportunityTriggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskTriggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Trashed PersonTriggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Company UpdatedTriggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity UpdatedTriggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task UpdatedTriggers 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 app- Text 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 app- Text 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 app- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- 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 found- Text 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 found- Text 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 found- Text 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
New ClientTriggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New PersonTriggers when a new person is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ProjectTriggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New AllocationTriggers when a new allocation is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated ProjectTriggers when a project is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated AllocationTriggers when an allocation is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project IDRequired
- DateRequired
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Billable
- Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- People IDsRequired
- Time Off Type IDRequired
- Start DateRequired
- End DateRequired
- Hours
- Full Day
- Additional notes about the time off
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Milestone IDRequired
- NameRequired
- Project IDRequired
- DateRequired
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Task IDRequired
- Project IDRequired
- NameRequired
- Billable
- Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project ID (priority over project_code and tags)
- Project Code (priority over tags)
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
- DateRequired
- HoursRequired
- Allocation ID
- Task Name
- Notes
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- Project ID (priority over project_code and tags)
- Project Code
- Tags
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Budget Priority
- Locked Task List
- Default Hourly Rate
- Start Date
- End Date
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
Deleted CompanyTriggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted FormTriggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted ProjectTriggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New NoteTriggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Trashed AppointmentTriggers when an appointment is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment UpdatedTriggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Person UpdatedTriggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated NoteTriggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project UpdatedTriggers 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 app- Text 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 app- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text 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 app- Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text 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 found- Text 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 found- Text 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 found- Text 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
New DepartmentTriggers when a new department is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New MilestoneTriggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New PhaseTriggers when a new phase is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Project TaskTriggers when a new project task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Time OffTriggers when a new time off is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated PhaseTriggers when a phase is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated Project TaskTriggers when a project task is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- HoursRequired
- Person IDRequired
- Project IDRequired
- Allocation ID
- Task Name
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Budget Priority
- Locked Task List
- Default Hourly Rate
- Tags
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- People IDsRequired
- Status
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Logged Time IDRequired
- Date
- HoursRequired
- Person ID
- Task Name
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- NameRequired
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Budget Priority
- Locked Task List
- Default Hourly Rate
- Tags
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allocation IDRequired
- Project ID
- People IDs
- Status
- HoursRequired
- Start Date
- End Date
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person ID (priority over email and tags)
- Email (priority over tags)
- Tag Names
ActionThis is an event a Zap performs.SearchFind existing data in your app- Allocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person ID (priority over email and tags)
- Email
- Tag Names
- NameRequired
- People Type
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Start Date
- End Date
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- Allocation IDRequired
- Project IDRequired
- People IDsRequired
- Status
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
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
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Connect Daylite and Float to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.




