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  • Planview Leankit logoPlanview Leankit logo

Daylite + Planview Leankit Integrations

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  • Daylite triggers, actions, and search
    Deleted Appointment
    Triggers when a Daylite appointment is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    Deleted Company
    Triggers when a Daylite company is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    Deleted Person
    Triggers when a Daylite person is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    Deleted Form
    Triggers when a Daylite form is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    Deleted Opportunity
    Triggers when a Daylite opportunity is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    Deleted Project
    Triggers when a Daylite project is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    Deleted Task
    Triggers when a Daylite task is deleted.
    Trigger
    Instant
  • Daylite triggers, actions, and search
    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 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

  • Planview Leankit

    Triggers when a card enters a specified lane.

    Scheduled

    Trigger

  • Planview Leankit

    Triggers when a card is created in a specific lane.

    Scheduled

    Trigger

  • Planview Leankit

    Triggers when a card is created anywhere on a board.

    Scheduled

    Trigger

  • Planview Leankit

    Triggers when a card moves to/from any lane on a board.

    Scheduled

    Trigger

  • Planview Leankit

    Triggers when a card is updated anywhere on a board.

    Scheduled

    Trigger

  • Planview Leankit

    Adds a card type to a board if it doesn't already exist

    Scheduled

    Action

  • Planview Leankit

    Add a Comment to a Card or Task

    Scheduled

    Action

  • Planview Leankit

    Add Custom Field Choice Item to Dropdown

    Scheduled

    Action

  • Planview Leankit

    Add tags to an existing card (or task).

    Scheduled

    Action

  • Planview Leankit

    Assign a User to a Card (Or Task)

    Scheduled

    Action

  • Planview Leankit

    Block a Card (Or Task)

    Scheduled

    Action

  • Planview Leankit

    Creates a new card.

    Scheduled

    Action

  • Planview Leankit

    Moves a task into it's taskboard 'done' lane

    Scheduled

    Action

  • Planview Leankit

    Creates a parent/child relationship between two cards

    Scheduled

    Action

  • Planview Leankit

    Create a Task Card.

    Scheduled

    Action

  • Planview Leankit

    Duplicate a Card (Or Task)

    Scheduled

    Action

  • Planview Leankit

    Gets a Card by ID

    Scheduled

    Action

  • Planview Leankit

    Moves a card to a different lane.

    Scheduled

    Action

  • Planview Leankit

    Move a parent based on children (1st child moved to an active lane moves the parents into the specified active lane. Once all children are complete, moves the parents to the specified 'done' lane)

    Scheduled

    Action

  • Planview Leankit

    Move a card to another board

    Scheduled

    Action

  • Planview Leankit

    Remove Custom Field Choice Item From Dropdown

    Scheduled

    Action

  • Planview Leankit

    Removes a parent/child connection between two cards

    Scheduled

    Action

  • Planview Leankit

    Remove tags from an existing card (or task).

    Scheduled

    Action

  • Planview Leankit

    Moves a task card into the 'doing' lane

    Scheduled

    Action

  • Planview Leankit

    Unassign a User from a Card (Or Task)

    Scheduled

    Action

  • Planview Leankit

    Unblock a Card (Or Task)

    Scheduled

    Action

  • Planview Leankit

    Updates an existing card (or task card).

    Scheduled

    Action

  • Planview Leankit

    Update Custom Field Value on a Card

    Scheduled

    Action

  • Planview Leankit

    Finds the first matching card on a board by searching Title and Header (Custom ID).

    Scheduled

    Action

  • Planview Leankit

    Finds the first matching card on a board by searching Title and Header (Custom ID).

    Scheduled

    Action

How Daylite + Planview Leankit Integrations Work

  1. Step 1: Authenticate Daylite and Planview Leankit.
    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.
daylite logo
daylite logo

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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planview-leankit logo
planview-leankit logo

About Planview Leankit

Push new Cards, Card moves, and Card updates to your instance of Planview LeanKit.

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