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Daylite + Formidable Forms

Create new Daylite opportunities from Formidable Forms entries

Streamline your sales process by connecting Formidable Forms to Daylite. With this workflow, every time there's a new Formidable Forms entry, an opportunity will be created in Daylite. Save time and ensure potential clients don't slip through the cracks with this seamless integration.

Streamline your sales process by connecting Formidable Forms to Daylite. With this workflow, every time there's a new Formidable Forms entry, an opportunity will be created in Daylite. Save time and ensure potential clients don't slip through the cracks with this seamless integration.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

    Trigger
    Instant
    Try It
daylite logo
daylite logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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