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Daylite + Salesforce (Legacy) Integrations

How to connect Daylite + Salesforce (Legacy)

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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

  • 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

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

Salesforce (Legacy) Tutorials

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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salesforce-legacy logo
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About Salesforce (Legacy)

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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