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Daylite + Interact

Create Daylite projects for new Interact leads to streamline your workflow

Effortlessly manage new leads from Interact by setting up projects in your Daylite app using this efficient workflow. When a new lead is added in Interact, a corresponding project is automatically created in Daylite, helping you stay organized and on top of your workload. Focus on nurturing potential clients while this automation handles the administrative tasks, saving you time and effort.

Effortlessly manage new leads from Interact by setting up projects in your Daylite app using this efficient workflow. When a new lead is added in Interact, a corresponding project is automatically created in Daylite, helping you stay organized and on top of your workload. Focus on nurturing potential clients while this automation handles the administrative tasks, saving you time and effort.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    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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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

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