Triggers when a new company is created in Daylite.

Instant

Trigger

Triggers when a new person is created in Daylite.

Instant

Trigger

Triggers when a new form is created in Daylite.

Instant

Trigger

Triggers when a new note is created in Daylite.

Instant

Trigger

Triggers when a new opportunity is created in Daylite.

Instant

Trigger

Triggers when a new project is created in Daylite.

Instant

Trigger

Triggers when a new task is created in Daylite.

Instant

Trigger

Triggers when a person is sent to the Trash in Daylite.

Instant

Trigger

Triggers when an appointment is updated in Daylite.

Instant

Trigger

Triggers when a company is updated in Daylite.

Instant

Trigger

Triggers when a person is updated in Daylite.

Instant

Trigger

Triggers when a Daylite form is updated.

Instant

Trigger

Triggers when a note is updated in Daylite.

Instant

Trigger

Triggers when an opportunity is updated in Daylite.

Instant

Trigger

Triggers when a project is updated in Daylite.

Instant

Trigger

Triggers when a task is updated in Daylite.

Instant

Trigger

Creates a new object.

Scheduled

Action

Creates a new appointment.

Scheduled

Action

Creates a new company.

Scheduled

Action

Creates a new person and optionally an associated company.

Scheduled

Action

Creates a new Email.

Scheduled

Action

Creates a new form.

Scheduled

Action

Creates a new Note.

Scheduled

Action

Creates a new Opportunity.

Scheduled

Action

Creates a new opportunity associated with a person or company.

Scheduled

Action

Creates a new Project.

Scheduled

Action

Creates a new task.

Scheduled

Action

Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.

Scheduled

Action

Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.

Scheduled

Action

Updates an existing object.

Scheduled

Action

Modifies an appointment.

Scheduled

Action

Modifies a company.

Scheduled

Action

Modifies a person.

Scheduled

Action

Modifies an opportunity.

Scheduled

Action

Modifies a project.

Scheduled

Action

Modifies a task.

Scheduled

Action

Finds an existing object.

Scheduled

Action

Finds an existing appointment.

Scheduled

Action

Finds an existing company.

Scheduled

Action

Finds an existing person.

Scheduled

Action

Finds an existing note.

Scheduled

Action

Finds an existing opportunity.

Scheduled

Action

Finds an existing project.

Scheduled

Action

Finds an existing task.

Scheduled

Action

Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.

Scheduled

Action

Finds or creates a specific find appointment.

Scheduled

Action

Finds or creates a specific find company v2.

Scheduled

Action

Finds or creates a specific find contact v4.

Scheduled

Action

Finds or creates a specific find note v2.

Scheduled

Action

Finds or creates a specific find opportunity v3.

Scheduled

Action

Finds or creates a specific find project v2.

Scheduled

Action

Finds or creates a specific find task.

Scheduled

Action

Triggers when a new account is created.

Scheduled

Trigger

Triggers when a new campaign is created.

Scheduled

Trigger

Triggers when a new case is created.

Scheduled

Trigger

Triggers when an opportunity is closed.

Scheduled

Trigger

Triggers when a new contact is created.

Scheduled

Trigger

Triggers when a new custom object (of the type you choose) is created.

Scheduled

Trigger

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

Triggers when a new event is created.

Scheduled

Trigger

Triggers when a new folder is created.

Scheduled

Trigger

Triggers when a new lead is created.

Scheduled

Trigger

Triggers when a new note is created.

Scheduled

Trigger

Triggers when a new opportunity is created.

Scheduled

Trigger

Triggered when a new Outbound Message is received.

Instant

Trigger

Triggers when a new task is created.

Scheduled

Trigger

Triggers when an opportunity is updated.

Scheduled

Trigger

Create a new account.

Scheduled

Action

Create a new attachment (max 25MB).

Scheduled

Action

Create a new campaign.

Scheduled

Action

Create a new case.

Scheduled

Action

Create a new comment on a case.

Scheduled

Action

Create a new contact.

Scheduled

Action

Add a contact to a campaign.

Scheduled

Action

Update an existing contact.

Scheduled

Action

Create a new custom object (of the type you choose).

Scheduled

Action

Update an existing custom object (of the type you choose).

Scheduled

Action

Create a new document.

Scheduled

Action

Create a new event.

Scheduled

Action

Create a new lead.

Scheduled

Action

Add a lead to a campaign.

Scheduled

Action

Update an existing lead.

Scheduled

Action

Create a new note.

Scheduled

Action

Create a new opportunity.

Scheduled

Action

Update an existing opportunity.

Scheduled

Action

Create a new task.

Scheduled

Action

Find an Account by a field and value you choose.

Scheduled

Action

Find a Campaign by a field and value you choose.

Scheduled

Action

Find a Case by a field and value you choose.

Scheduled

Action

Find a Contact by a field and value you choose.

Scheduled

Action

Find a Custom Object by a field and value you choose.

Scheduled

Action

Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.

Scheduled

Action

Find an Event by a field and value you choose.

Scheduled

Action

Find a Folder by a field and value you choose.

Scheduled

Action

Find a Lead by a field and value you choose.

Scheduled

Action

Find an Opportunity by a field and value you choose.

Scheduled

Action

Find a Task by a field and value you choose.

Scheduled

Action

Finds a Account, and creates one if it does not exist.

Scheduled

Action

Finds a Campaign, and creates one if it does not exist.

Scheduled

Action

Finds a Case, and creates one if it does not exist.

Scheduled

Action

Finds a Contact, and creates one if it does not exist.

Scheduled

Action

Finds a Custom Object, and creates one if it does not exist.

Scheduled

Action

Finds a Event, and creates one if it does not exist.

Scheduled

Action

Finds a Folder, and creates one if it does not exist.

Scheduled

Action

Finds a Lead, and creates one if it does not exist.

Scheduled

Action

Finds a Opportunity, and creates one if it does not exist.

Scheduled

Action

Finds a Task, and creates one if it does not exist.

Scheduled

Action