Daylite + TimelinesAI
Daylite + TimelinesAI
Daylite + TimelinesAI integrations
Create companies in Daylite from new chats in TimelinesAI
With this Zap in place, you'll be able to automatically add a company record in Daylite whenever a new chat begins in TimelinesAI. This integration is ideal for capturing new business leads or contacts directly from your conversations.
- When this happens...
New Incoming ChatTriggers when a new incoming chat is created.TriggerInstant - automatically do this!
Create CompanyCreates a new company.ActionWrite
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More things you can do with TimelinesAI and Daylite
Discover other triggers and actions you can use with TimelinesAI and Daylite
Chat ClosedTriggers when a chat is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Outgoing Chat
Triggers when a new outgoing chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sent Message
Triggers when a new message is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Uploaded File
Triggers when new uploaded_file is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Chat Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Whatsapp_message_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
Deleted AppointmentTriggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deleted Person
Triggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Task
Triggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Form
Triggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggers when a task is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SubjectRequired
- Details
- TimezoneRequired
- Start DateRequired
- End DateRequired
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Middle Name
- Last NameRequired
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Contact
- Company
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form TemplateRequired
- Linked Person
- Linked Company
- Linked Opportunity
- Linked Project
- Linked Note
- Linked Task
- Linked Appointment
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- StateRequired
- Probability
- Forecasted Date
- End Date
- Start Date
- Company
- Contact
- Note
- Task
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- Owner
- StatusRequired
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked Company
- Company Role
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Company Name
- Type
- Region
- Industry
- Category
- Edit Mode
- Keywords
- Email Address Edit Mode
- Label
- Email Address
- Ordering
- Phone Number Edit Mode
- Format
- Label
- Phone Number
- Ordering
- Person Title
- Linked Person Edit Mode
- Person
- Person Role
- Address Edit Mode
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Number of Employees
- Relationship Type (Source)
- Relationship Type (Recipient)
- Linked Company Edit Mode
- Company
- Linked Opportunity Edit Mode
- Opportunity
- Opportunity Role
- Opportunity Title
- Linked Project Edit Mode
- Project
- Project Role
- Project Title
- Linked Note Edit Mode
- Linked Note
- Linked Task Edit Mode
- Linked Task
- Linked Appointment Edit Mode
- Linked Appointment
- Linked Group Edit Mode
- Linked Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Opportunity Name
- State
- Probability
- Start Date
- End Date
- Forecasted Date
- Edit Mode
- Keywords
- Category
- Linked Contact Edit Mode
- Contacts
- Linked Company Edit Mode
- Company
- Linked Opportunity Edit Mode
- Opportunity
- Linked Note Edit Mode
- Linked Note
- Linked Task Edit Mode
- Linked Task
- Linked Appointment Edit Mode
- Linked Appointment
- Linked Group Edit Mode
- Linked Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Title
- Details
- Priority
- Due Date
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Estimated Time
- Location
- Type
- Status
- All Day
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- BodyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- NameRequired
- Category
- Keywords
- Details
- Company Type
- Region
- Industry
- Label
- Website Address
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- State
- Country
- Postal Code
- Ordering
- Number of Employees
- Person
- Person Role
- Person Title
- Person Department
- Companies
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text Field
- Text Field Value
- Date Field
- Date Field Value
- TitleRequired
- DetailsRequired
- Category
- Keywords
- Owner
- Contact
- Company
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- NameRequired
- Category
- Keywords
- Details
- Owner
- StatusRequired
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked Company
- Company Role
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Incoming Chat
Triggers when a new incoming chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Received Message
Triggers when a new incoming message is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Chat Renamed
Triggers when a chat is renamed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Phone
- Chat_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Whatsapp_message_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deleted Company
Triggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Form
Triggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Project
Triggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trashed Appointment
Triggers when an appointment is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Updated
Triggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Updated
Triggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Note
Triggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a project is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Type
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- Company Type
- Region
- Industry
- Label
- Website Address
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- State
- Country
- Postal Code
- Ordering
- Number of Employees
- Person
- Person Role
- Person Title
- Person Department
- Companies
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Message IDRequired
- FromRequired
- ToRequired
- HTML Email BodyRequired
- DateRequired
- Category
- Keywords
- Contact
- Company
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- DetailsRequired
- Category
- Keywords
- Owner
- Contact
- Company
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity NameRequired
- Category
- Keywords
- Details
- First NameRequired
- Last NameRequired
- Email Address
- Phone Number
- Company Name
- Company Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
- Keywords
- Category
- TitleRequired
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Company
- Note
- Opportunity
- Project
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Object ReferenceRequired
- Linked Object ReferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Subject
- Details
- Show As
- Timezone
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- First Name
- Middle Name
- Last Name
- Prefix
- Suffix
- Nickname
- Category
- Edit Mode
- Keywords
- Birthday
- Anniversary
- Email Address Edit Mode
- Label
- Email Address
- Ordering
- Phone Number Edit Mode
- Format
- Label
- Phone Number
- Ordering
- Address Edit Mode
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Group Edit Mode
- Linked Group
- Linked Contact Edit Mode
- Relationship Type (Recipient)
- Relationship Type (Source)
- Contacts
- Linked Company Edit Mode
- Company
- Company Role
- Project Edit Mode
- Project
- Project Role
- Project Title
- Linked Opportunity Edit Mode
- Opportunity
- Opportunity Role
- Opportunity Title
- Linked Note Edit Mode
- Linked Note
- Linked Task Edit Mode
- Linked Task
- Linked Appointment Edit Mode
- Linked Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Status
- Priority
- Name
- Start Date
- End Date
- Due Date
- Category
- Edit Mode
- Keywords
- Linked Contact Edit Mode
- Contacts
- Linked Company Edit Mode
- Company
- Linked Opportunity Edit Mode
- Opportunity
- Linked Task Edit Mode
- Linked Task
- Linked Note Edit Mode
- Linked Note
- Linked Appointment Edit Mode
- Linked Appointment
- Linked Group Edit Mode
- Linked Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Object TypeRequired
- Search BodyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- SubjectRequired
- Details
- TimezoneRequired
- Start DateRequired
- End DateRequired
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- First NameRequired
- Middle Name
- Last NameRequired
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Contact
- Company
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- NameRequired
- Category
- Keywords
- Details
- StateRequired
- Probability
- Forecasted Date
- End Date
- Start Date
- Company
- Contact
- Note
- Task
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Owner
- Keywords
- Category
- TitleRequired
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Company
- Note
- Opportunity
- Project
- Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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!
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