Daylite + SugarCRM 7+ Integrations

How to connect Daylite + SugarCRM 7+

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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
SugarCRM 7+
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Trigger
SugarCRM 7+
Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Trigger
SugarCRM 7+
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Action
SugarCRM 7+
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Action
SugarCRM 7+
Finds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Action
SugarCRM 7+
Finds a record or creates on if it does not exist.
Scheduled
Action

How Daylite + SugarCRM 7+ Integrations Work

Step 1: Authenticate Daylite and SugarCRM 7+.
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 + SugarCRM 7+

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