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Zapier makes it easy to integrate Daylite with RealWork - no code necessary. See how you can get setup in minutes.
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Daylite
Daylite
1. Choose trigger event
RealWork
RealWork
2. Choose action
1. Select the event
Setup
Test
Daylite
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Appointment" from Daylite.
Add your action
An action happens after the trigger—such as "Create or Update JobSite" in RealWork.
You’re connected!
Zapier seamlessly connects Daylite and RealWork, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Name
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subject
Required
Message ID
Required
From
Required
To
Required
HTML Email Body
Required
Date
Required
Category
Keywords
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Details
Required
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Opportunity Name
Required
Category
Keywords
Details
First Name
Required
Last Name
Required
Email Address
Phone Number
Company Name
Company Website
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Owner
Keywords
Category
Title
Required
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Primary Object Reference
Required
Linked Object References
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Reference
Required
Subject
Details
Show As
Timezone
Start Date
End Date
Category
Edit Mode
Keywords
Resources
Location
Type
Status
All Day
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Reference
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Reference
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Object Type
Required
Search Body
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Text Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
Action
This is an event a Zap performs.
Search
Find existing data in your app
Text Field
Text Field Value
Date Field
Date Field Value
Action
This is an event a Zap performs.
Search
Find existing data in your app
Text Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
Action
This is an event a Zap performs.
Search
Find existing data in your app
Reference ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Text Field
Text Field Value
Date Field
Date Field Value
Subject
Required
Details
Timezone
Required
Start Date
Required
End Date
Required
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Text Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
First Name
Required
Middle Name
Last Name
Required
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
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Text Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
Name
Required
Category
Keywords
Details
State
Required
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
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Text Field
Text Field Value
Date Field
Date Field Value
Owner
Keywords
Category
Title
Required
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Daylite and RealWork with AI agents and code
Beyond Zap workflows. Call Daylite and RealWork actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Daylite and RealWork actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Object
Create or Update JobSite
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Daylite and RealWork to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Daylite to RealWork integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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!