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Set up your first integration

Quickly connect Daylite to Formidable Forms with a Zapier template.

Our most popular template

Create new Daylite opportunities from Formidable Forms entries
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Formidable Forms + Daylite
Create new Daylite companies from new entries in Formidable Forms
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Formidable Forms + Daylite

Create new Daylite opportunities from Formidable Forms entries

Formidable Forms + Daylite

Create new Daylite companies from new entries in Formidable Forms

Formidable Forms + Daylite

How Zapier works

Zapier makes it easy to integrate Daylite with Formidable Forms - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "API Request (Beta)" in Formidable Forms.

You’re connected!

Zapier seamlessly connects Daylite and Formidable Forms, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Daylite to Formidable Forms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Daylite and Formidable Forms 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

Deleted Appointment
Triggers when a Daylite appointment is deleted.
Trigger
Instant
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Deleted Person
Triggers when a Daylite person is deleted.
Trigger
Instant
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Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Trigger
Instant
Try It
Deleted Task
Triggers when a Daylite task is deleted.
Trigger
Instant
Try It
New Company
Triggers when a new company is created in Daylite.
Trigger
Instant
Try It
New Form
Triggers when a new form is created in Daylite.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created in Daylite.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in Daylite.
Trigger
Instant
Try It
Appointment Updated
Triggers when an appointment is updated in Daylite.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated in Daylite.
Trigger
Instant
Try It
Updated Note
Triggers when a note is updated in Daylite.
Trigger
Instant
Try It
Project Updated
Triggers when a project is updated in Daylite.
Trigger
Instant
Try It
- Type
- Body
Action
Write
- Name
  Required
- Category
- Keywords
- Details
- 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
Action
Write
- Subject
  Required
- Message ID
  Required
- From
  Required
- To
  Required
- Body
- Date
  Required
- Category
- Keywords
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
Action
Write
- Title
  Required
- Details
- Category
- Keywords
- Owner
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
Action
Write
- Name
  Required
- Category
- Keywords
- Details
- First Name
  Required
- Last Name
  Required
- Email Address
- Phone Number
- Company Name
- Company Website
Action
Write
- Owner
- Keywords
- Category
- Title
  Required
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Companies
- Note
- Opportunity
- Project
- Source Import ID
Action
Write
- Primary Object Reference
  Required
- Linked Object References
  Required
Action
Write
- Reference ID
- Subject
  Required
- Details
- Show As
- Timezone
  Required
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Owner
Action
Write
- Reference ID
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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
- Linked Group Edit Mode
- Group
- Linked Person Edit Mode
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Linked Company Edit Mode
- Companies
- Company Role
- Linked Project Edit Mode
- Project
- Project Role
- Project Title
- Linked Opportunity Edit Mode
- Opportunity
- Opportunity Role
- Opportunity Title
- Linked Note Edit Mode
- Note
- Linked Task Edit Mode
- Task
- Linked Appointment Edit Mode
- 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
Action
Write
- Reference ID
- Status
- Priority
- Name
  Required
- Start Date
- End Date
- Due Date
- Category
- Edit Mode
- Keywords
- Linked Person Edit Mode
- Person
- Linked Company Edit Mode
- Companies
- Linked Opportunity Edit Mode
- Opportunity
- Linked Task Edit Mode
- Task
- Linked Note Edit Mode
- Note
- Linked Appointment Edit Mode
- Appointment
- Linked Group Edit Mode
- 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
Action
Write
- Type
- Body
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Reference ID
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Subject
  Required
- Details
- Timezone
  Required
- Start Date
- End Date
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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)
- Person
- Companies
- 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
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- Name
  Required
- Category
- Keywords
- Details
- State
  Required
- Probability
- Forecasted Date
- End Date
- Start Date
- Companies
- Person
- 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
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Owner
- Keywords
- Category
- Title
  Required
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Companies
- Note
- Opportunity
- Project
- Source Import ID
Action
Search or write
- Form
  Required
Trigger
Instant
Try It

Deleted Company
Triggers when a Daylite company is deleted.
Trigger
Instant
Try It
Deleted Form
Triggers when a Daylite form is deleted.
Trigger
Instant
Try It
Deleted Project
Triggers when a Daylite project is deleted.
Trigger
Instant
Try It
- zapnote
Trigger
Instant
Try It
New Person
Triggers when a new person is created in Daylite.
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Daylite.
Trigger
Instant
Try It
New Project
Triggers when a new project is created in Daylite.
Trigger
Instant
Try It
Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated in Daylite.
Trigger
Instant
Try It
- Form Template
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated in Daylite.
Trigger
Instant
Try It
- Subject
  Required
- Details
- Timezone
  Required
- Start Date
- End Date
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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)
- Person
- Companies
- 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
Action
Write
- Form Template
  Required
- Person
- Companies
- Opportunity
- Project
- Note
- Task
- Appointment
- Owner
Action
Write
- Name
  Required
- Category
- Keywords
- Details
- State
  Required
- Probability
- Forecasted Date
- End Date
- Start Date
- Companies
- Person
- 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
Action
Write
- Name
  Required
- Category
- Keywords
- Details
- Owner
- Status
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked 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
Action
Write
- Reference ID
Action
Write
- Reference ID
- Body
Action
Write
- Reference ID
- Name
  Required
- 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
- Companies
- Linked Opportunity Edit Mode
- Opportunity
- Opportunity Role
- Opportunity Title
- Linked Project Edit Mode
- Project
- Project Role
- Project Title
- Linked Note Edit Mode
- Note
- Linked Task Edit Mode
- Task
- Linked Appointment Edit Mode
- Appointment
- Linked Group Edit Mode
- 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
Action
Write
- Reference ID
- Name
  Required
- State
  Required
- Probability
- Start Date
- End Date
- Forecasted Date
- Edit Mode
- Keywords
- Category
- Linked Person Edit Mode
- Person
- Linked Company Edit Mode
- Companies
- Linked Opportunity Edit Mode
- Opportunity
- Linked Note Edit Mode
- Note
- Linked Task Edit Mode
- Task
- Linked Appointment Edit Mode
- Appointment
- Linked Group Edit Mode
- 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
Action
Write
- Reference ID
- Title
  Required
- Details
- Priority
- Due Date
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Estimated Time
- Location
- Type
- Status
- All Day
- Owner
Action
Write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
Action
Search
- Text Field
- Text Field Value
- Date Field
- Date Field Value
Action
Search
- Type
- Body
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- Name
  Required
- Category
- Keywords
- Details
- 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
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Title
  Required
- Details
- Category
- Keywords
- Owner
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
Action
Search or write
- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- Name
  Required
- Category
- Keywords
- Details
- Owner
- Status
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked 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
Action
Search or write
- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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!

Learn moreLearn moreHelpHelp

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