Daylite + Kanban Tool Integrations

How to connect Daylite + Kanban Tool

Zapier lets you send info between Daylite and Kanban Tool automatically—no code required.

When this happens...

Appointment Updated

Triggers when an appointment is updated in Daylite.

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Archive Task

Archives a specific task.

Supported triggers and actions

What does this mean?

Deleted Appointment
Triggers when a Daylite appointment is deleted.
Trigger
Instant
Deleted Company
Triggers when a Daylite company is deleted.
Trigger
Instant
Deleted Person
Triggers when a Daylite person is deleted.
Trigger
Instant
Deleted Form
Triggers when a Daylite form is deleted.
Trigger
Instant
Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Trigger
Instant

Deleted Project
Triggers when a Daylite project is deleted.
Trigger
Instant
Deleted Task
Triggers when a Daylite task is deleted.
Trigger
Instant

New Appointment
Triggers when a new appointment is created in Daylite.
Trigger
Instant

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 or creates a specific find appointment.
Scheduled
Action
Daylite
Finds or creates a specific find company v2.
Scheduled
Action
Daylite
Finds or creates a specific find contact v4.
Scheduled
Action
Daylite
Finds or creates a specific find note v2.
Scheduled
Action
Daylite
Finds or creates a specific find opportunity v3.
Scheduled
Action
Daylite
Finds or creates a specific find project v2.
Scheduled
Action
Daylite
Finds or creates a specific find 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 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 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 + 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.

Connect apps

Connect Daylite + Kanban Tool

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 More

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CRM (Customer Relationship Management)

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About Kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.