Connect Daylite and Smartsheet to power AI-driven automation

Triggers when a Daylite form is updated.

Creates a new appointment.

Creates a new person and optionally an associated company.

Creates a new form.

Creates a new Opportunity.

Creates a new Project.

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

Updates an existing object.

Modifies a company.

Modifies an opportunity.

Modifies a task.

Finds an existing appointment.

Finds an existing person.

Finds an existing opportunity.

Finds an existing task.

Finds an existing object.

Find or Create Company

Find or Create Note

Find or Create Project

Triggers when a new comment is added.

Triggers when rows in a report are created or updated.

Creates a Workspace.

Adds discussion to row.

Copies folder to another destination.

Creates a copy of the specified Workspace.

Moves row to another sheet.

Create a new sheet from a template.

Send a row via email.

Share a sheet.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find an attachment by row ID.

Creates a new object.

Creates a new company.

Creates a new Email.

Creates a new Note.

Creates a new opportunity associated with a person or company.

Creates a new task.

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

Modifies an appointment.

Modifies a person.

Modifies a project.

Finds an existing object.

Finds an existing company.

Finds an existing note.