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Create Daylite opportunities and people from new JotForm submissions

  1. When this happensStep 1: New Submission

  2. Then do thisStep 2: Create Opportunity for Person

You're too busy to waste time on manual exports. Let Zapier keep you focused on your leads by capturing them all for you. This integration will trigger with every new submission you get on a JotForm, automatically creating a new lead and opportunity on Daylite so your sales team can jump on them immediately.

How this JotForm-Daylite integration works

  1. A new submission is received on JotForm
  2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

Apps involved

  • JotForm
  • Daylite Cloud
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Connect Daylite + JotForm in Minutes

It's easy to connect Daylite + JotForm and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Appointment

Triggers when a new appointment is created in Daylite.

InstantNew Person

Triggers when a new person is created in Daylite.

InstantNew Note

Triggers when a new note is created in Daylite.

InstantNew Project

Triggers when a new project is created in Daylite.

InstantTrashed Person

Triggers when a person is sent to the Trash in Daylite.

InstantNew Company

Triggers when a new company is created in Daylite.

InstantNew Form

Triggers when a new form is created in Daylite.

InstantNew Opportunity

Triggers when a new opportunity is created in Daylite.

InstantNew Task

Triggers when a new task is created in Daylite.

InstantAppointment Updated

Triggers when an appointment is updated in Daylite.

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