How to connect Daylite + Kanban Tool
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- Deleted AppointmentTriggers when a Daylite appointment is deleted.Trigger
- Deleted CompanyTriggers when a Daylite company is deleted.Trigger
- Deleted PersonTriggers when a Daylite person is deleted.Trigger
- Deleted FormTriggers when a Daylite form is deleted.Trigger
- Deleted OpportunityTriggers when a Daylite opportunity is deleted.Trigger
- Deleted ProjectTriggers when a Daylite project is deleted.Trigger
- Deleted TaskTriggers when a Daylite task is deleted.Trigger
- New AppointmentTriggers when a new appointment is created in Daylite.Trigger
- Daylite
Triggers when a new company is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new person is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new form is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new note is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new opportunity is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new project is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new task is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a person is sent to the Trash in Daylite.
Instant
Trigger
- Daylite
Triggers when an appointment is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a company is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a person is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a Daylite form is updated.
Instant
Trigger
- Daylite
Triggers when a note is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when an opportunity is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a project is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a task is updated in Daylite.
Instant
Trigger
- Daylite
Creates a new object.
Scheduled
Action
- Daylite
Creates a new appointment.
Scheduled
Action
- Daylite
Creates a new company.
Scheduled
Action
- Daylite
Creates a new person and optionally an associated company.
Scheduled
Action
- Daylite
Creates a new Email.
Scheduled
Action
- Daylite
Creates a new form.
Scheduled
Action
- Daylite
Creates a new Note.
Scheduled
Action
- Daylite
Creates a new Opportunity.
Scheduled
Action
- Daylite
Creates a new opportunity associated with a person or company.
Scheduled
Action
- Daylite
Creates a new Project.
Scheduled
Action
- Daylite
Creates a new task.
Scheduled
Action
- Daylite
Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
Scheduled
Action
- Daylite
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Scheduled
Action
- Daylite
Updates an existing object.
Scheduled
Action
- Daylite
Modifies an appointment.
Scheduled
Action
- Daylite
Modifies a company.
Scheduled
Action
- Daylite
Modifies a person.
Scheduled
Action
- Daylite
Modifies an opportunity.
Scheduled
Action
- Daylite
Modifies a project.
Scheduled
Action
- Daylite
Modifies a task.
Scheduled
Action
- Daylite
Finds an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Finds an existing company.
Scheduled
Action
- Daylite
Finds an existing person.
Scheduled
Action
- Daylite
Finds an existing note.
Scheduled
Action
- Daylite
Finds an existing opportunity.
Scheduled
Action
- Daylite
Finds an existing project.
Scheduled
Action
- Daylite
Finds an existing task.
Scheduled
Action
- Daylite
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
Scheduled
Action
- Daylite
Finds an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Task
Scheduled
Action
- Kanban Tool
Triggers when a new activity on a board is made.
Scheduled
Trigger
- Kanban Tool
Triggers when a new board is created.
Scheduled
Trigger
- Kanban Tool
Triggers when a new collaborator is added to a board.
Scheduled
Trigger
- Kanban Tool
Triggers when a new card type is defined for a board.
Scheduled
Trigger
- Kanban Tool
Triggers when a new checklist item is added to a task.
Scheduled
Trigger
- Kanban Tool
Triggers when a new comment is added to a task.
Scheduled
Trigger
- Kanban Tool
Triggers when a new swimlane is created for a board.
Scheduled
Trigger
- Kanban Tool
Triggers when a new task is added.
Scheduled
Trigger
- Kanban Tool
Triggers when a new workflow stage is created for a board.
Scheduled
Trigger
- Kanban Tool
Triggers when a task is archived.
Scheduled
Trigger
- Kanban Tool
Triggers when a task is moved to another workflow stage or swimlane.
Scheduled
Trigger
- Kanban Tool
Triggers when a task is updated.
Scheduled
Trigger
- Kanban Tool
Archives a specific task.
Scheduled
Action
- Kanban Tool
Completes an existing checklist item on a task.
Scheduled
Action
- Kanban Tool
Creates a new checklist item on a task.
Scheduled
Action
- Kanban Tool
Writes a new comment on a specific task.
Scheduled
Action
- Kanban Tool
Creates a new task on a specific board.
Scheduled
Action
- Kanban Tool
Deletes a checklist item from a task.
Scheduled
Action
- Kanban Tool
Deletes a specific task.
Scheduled
Action
- Kanban Tool
Moves a specific task between workflow stages and swimlanes.
Scheduled
Action
- Kanban Tool
Updates a checklist item's name or assigned user.
Scheduled
Action
- Kanban Tool
Updates a task's name, description, due date or other details.
Scheduled
Action
- Kanban Tool
Finds a task on a selected board given task's name, location, or with advanced search query. Does not search for archived tasks. Optionally, creates a new task if none are not found.
Scheduled
Action
- Kanban Tool
Gets task details (ex. description, custom fields)
Scheduled
Action
- Kanban Tool
Finds a task on a selected board given task's name, location, or with advanced search query. Does not search for archived tasks. Optionally, creates a new task if none are not found.
Scheduled
Action
How Daylite + Kanban Tool Integrations Work
- Step 1: Authenticate Daylite and Kanban Tool.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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