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Daylite + Formsite

Create Daylite opportunities from new Formsite form results

Effortlessly streamline your sales process with this automation that instantly creates new opportunities in Daylite when you receive new form results from Formsite. This seamless workflow saves you time on manual data entry, ensuring you never miss a potential opportunity and helps you efficiently stay on top of your sales pipeline.

Effortlessly streamline your sales process with this automation that instantly creates new opportunities in Daylite when you receive new form results from Formsite. This seamless workflow saves you time on manual data entry, ensuring you never miss a potential opportunity and helps you efficiently stay on top of your sales pipeline.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    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
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

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

    Deleted Project

    Triggers when a Daylite project is deleted.

    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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formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Related categories

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