Daylite + Salesforce (Legacy) Integrations

How to connect Daylite + Salesforce (Legacy)

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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 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
Salesforce (Legacy)
Triggers when a new account is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new campaign is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new case is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when an opportunity is closed.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new contact is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new custom object (of the type you choose) is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new event is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new folder is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new lead is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new note is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when a new opportunity is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggered when a new Outbound Message is received.
Instant
Trigger
Salesforce (Legacy)
Triggers when a new task is created.
Scheduled
Trigger
Salesforce (Legacy)
Triggers when an opportunity is updated.
Scheduled
Trigger
Salesforce (Legacy)
Create a new account.
Scheduled
Action
Salesforce (Legacy)
Create a new attachment (max 25MB).
Scheduled
Action
Salesforce (Legacy)
Create a new campaign.
Scheduled
Action
Salesforce (Legacy)
Create a new case.
Scheduled
Action
Salesforce (Legacy)
Create a new comment on a case.
Scheduled
Action
Salesforce (Legacy)
Create a new contact.
Scheduled
Action
Salesforce (Legacy)
Add a contact to a campaign.
Scheduled
Action
Salesforce (Legacy)
Update an existing contact.
Scheduled
Action
Salesforce (Legacy)
Create a new custom object (of the type you choose).
Scheduled
Action
Salesforce (Legacy)
Update an existing custom object (of the type you choose).
Scheduled
Action
Salesforce (Legacy)
Create a new document.
Scheduled
Action
Salesforce (Legacy)
Create a new event.
Scheduled
Action
Salesforce (Legacy)
Create a new lead.
Scheduled
Action
Salesforce (Legacy)
Add a lead to a campaign.
Scheduled
Action
Salesforce (Legacy)
Update an existing lead.
Scheduled
Action
Salesforce (Legacy)
Create a new note.
Scheduled
Action
Salesforce (Legacy)
Create a new opportunity.
Scheduled
Action
Salesforce (Legacy)
Update an existing opportunity.
Scheduled
Action
Salesforce (Legacy)
Create a new task.
Scheduled
Action
Salesforce (Legacy)
Find an Account by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Campaign by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Case by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Contact by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Custom Object by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.
Scheduled
Action
Salesforce (Legacy)
Find an Event by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Folder by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Lead by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find an Opportunity by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Find a Task by a field and value you choose.
Scheduled
Action
Salesforce (Legacy)
Finds a Account, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Campaign, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Case, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Contact, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Custom Object, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Event, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Folder, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Lead, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Opportunity, and creates one if it does not exist.
Scheduled
Action
Salesforce (Legacy)
Finds a Task, and creates one if it does not exist.
Scheduled
Action

How Daylite + Salesforce (Legacy) Integrations Work

Step 1: Authenticate Daylite and Salesforce (Legacy).
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 + Salesforce (Legacy)

Salesforce (Legacy) Tutorials

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