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Daylite + Klipfolio Integrations

How to connect Daylite + Klipfolio

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

When this happens...
DayliteDaylite
Appointment Updated

Triggers when an appointment is updated in Daylite.

automatically do this!
KlipfolioKlipfolio
Add to Data Source

Add data to a data source in Klipfolio.

Supported triggers and actions

What does this mean?

How Daylite + Klipfolio Integrations Work

  1. Step 1: Authenticate Daylite + Klipfolio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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

Related categories

  • CRM (Customer Relationship Management)

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About Klipfolio

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

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