Daylite + Microsoft Dynamics 365 CRM
Create Daylite forms for new Microsoft Dynamics 365 CRM leads
Streamline your lead management process with this Microsoft Dynamics 365 CRM and Daylite integration. When a new lead is added to Dynamics 365 CRM, this workflow creates a corresponding entry in Daylite, ensuring consistent information and saving time on data entry. Keep your team focused on nurturing leads instead of manually transferring data between systems.
Streamline your lead management process with this Microsoft Dynamics 365 CRM and Daylite integration. When a new lead is added to Dynamics 365 CRM, this workflow creates a corresponding entry in Daylite, ensuring consistent information and saving time on data entry. Keep your team focused on nurturing leads instead of manually transferring data between systems.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create FormCreates a new form.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Case/Incident
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Opportunity
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Campaign Response
Updates an existing campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Deleted Appointment
Triggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Task
Triggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Form
Triggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Updated
Triggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Note
Triggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a project is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message IDRequired
FromRequired
ToRequired
HTML Email BodyRequired
DateRequired
Category
Keywords
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Category
Keywords
Details
First NameRequired
Last NameRequired
Email Address
Phone Number
Company Name
Company Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Object ReferenceRequired
Linked Object ReferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Subject
Details
Show As
Timezone
Start Date
End Date
Category
Edit Mode
Keywords
Resources
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
First Name
Middle Name
Last Name
Prefix
Suffix
Nickname
Category
Edit Mode
Keywords
Birthday
Anniversary
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Group Edit Mode
Linked Group
Linked Contact Edit Mode
Relationship Type (Recipient)
Relationship Type (Source)
Contacts
Linked Company Edit Mode
Company
Company Role
Project Edit Mode
Project
Project Role
Project Title
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Status
Priority
Name
Start Date
End Date
Due Date
Category
Edit Mode
Keywords
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Task Edit Mode
Linked Task
Linked Note Edit Mode
Linked Note
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object TypeRequired
Search BodyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appReference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Email Search OperatorRequired
EmailRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Name Search OperatorRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Name Search OperatorRequired
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Updated Account
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeleted Company
Triggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Form
Triggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Project
Triggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a task is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form TemplateRequired
Linked Person
Linked Company
Linked Opportunity
Linked Project
Linked Note
Linked Task
Linked Appointment
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Company Name
Type
Region
Industry
Category
Edit Mode
Keywords
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Person Title
Linked Person Edit Mode
Person
Person Role
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Number of Employees
Relationship Type (Source)
Relationship Type (Recipient)
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Project Edit Mode
Project
Project Role
Project Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Opportunity Name
State
Probability
Start Date
End Date
Forecasted Date
Edit Mode
Keywords
Category
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Title
Details
Priority
Due Date
Start Date
End Date
Category
Edit Mode
Keywords
Estimated Time
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
BodyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name Search Operator
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Email Search OperatorRequired
Email AddressRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Name Search OperatorRequired
Opportunity NameRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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!
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Highrise
CRM (Customer Relationship Management)
Pagico
Project Management
OmniFocus
Task ManagementAbout Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Create notes in Daylite for new contacts in Microsoft Dynamics 365 CRM
- Update Daylite people when Microsoft Dynamics 365 CRM contacts are updated
- Create Daylite forms for new Microsoft Dynamics 365 CRM contacts
- Update Daylite companies when Microsoft Dynamics 365 CRM contacts are updated
- Update Daylite companies whenever new Microsoft Dynamics 365 CRM leads are created