Triggers when a Daylite form is updated.

Creates a new appointment.

Creates a new person and optionally an associated company.

Creates a new form.

Creates a new Opportunity.

Creates a new Project.

Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.

Updates an existing object.

Modifies a company.

Modifies an opportunity.

Modifies a task.

Finds an existing appointment.

Finds an existing person.

Finds an existing opportunity.

Finds an existing task.

Finds an existing object.

Find or Create Company

Find or Create Note

Find or Create Project

Triggers when any new file is added (inside of any folder).

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

Create a copy of the specified file.

Export Google Workspace files (Docs, Sheets, Slides) to different formats like PDF, Word, Excel, etc.

Create a new, empty folder.

Create a new file from plain text.

Upload a file to Drive, that replaces an existing file.

Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

Update file or folder metadata including name, description, starred status, folder color, and custom properties.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

List all users who have access to a file.

Search for a specific folder by name.

Finds or creates a specific folder v2.

Creates a new object.

Creates a new company.

Creates a new Email.

Creates a new Note.

Creates a new opportunity associated with a person or company.

Creates a new task.

Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.

Modifies an appointment.

Modifies a person.

Modifies a project.

Finds an existing object.

Finds an existing company.

Finds an existing note.

Finds an existing project.

Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.

Finds an existing appointment.