Daylite + Mailshake Integrations

How to connect Daylite + Mailshake

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

When this happens...

Appointment Updated

Triggers when an appointment is updated in Daylite.

automatically do this!

Add Recipient by Email Address

Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

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
Mailshake
Triggers when a recipient clicks on a link.
Scheduled
Trigger
Mailshake
Triggers when a lead is created.
Scheduled
Trigger
Mailshake
Triggers when the status of a lead changes.
Scheduled
Trigger
Mailshake
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
Scheduled
Trigger
Mailshake
Triggers when a recipient opens an email.
Scheduled
Trigger
Mailshake
Triggers when a recipient replies to one of your messages.
Scheduled
Trigger
Mailshake
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
Scheduled
Action
Mailshake
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent.
Scheduled
Action
Mailshake
Adds a list of recipients to a campaign via a CSV file. Each column can be used as a text replacement. NOTE: This can cause emails to immediately be sent.
Scheduled
Action
Mailshake
Creates leads from existing recipients that match the given email addresses.
Scheduled
Action
Mailshake
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
Scheduled
Action
Mailshake
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
Scheduled
Action
Mailshake
Unsubscribes one or more recipients from all current and future campaigns for your team.
Scheduled
Action
Mailshake
Updates lead status to Won, Lost, Ignored, or Reopened.
Scheduled
Action

How Daylite + Mailshake Integrations Work

Step 1: Authenticate Daylite + Mailshake.
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 + Mailshake

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