Daylite + Trello Integrations

How to connect Daylite + Trello

Zapier lets you send info between Daylite and Trello automatically—no code required.

When this happens...

automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

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
Trello
Triggers when a new board is added.
Scheduled
Trigger
Trello
Triggers when a new card is added.
Scheduled
Trigger
Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
Trello
Triggers when there is activity in Trello.
Instant
Trigger
Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
Trello
Creates a new checklist item in a card.
Scheduled
Action
Trello
Creates a new board.
Scheduled
Action
Trello
Adds a new card on a specific board and list.
Scheduled
Action
Trello
Archives a card.
Scheduled
Action
Trello
Adds one or more attachments to a specific card.
Scheduled
Action
Trello
Adds an existing label to a specific card.
Scheduled
Action
Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
Trello
Adds one or more members to a specific card.
Scheduled
Action
Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
Trello
Closes a board without permanently deleting it.
Scheduled
Action
Trello
Writes a new comment on a specific card.
Scheduled
Action
Trello
Completes an existing checklist item in a card.
Scheduled
Action
Trello
Creates a copy of an existing board.
Scheduled
Action
Trello
Deletes an existing checklist on a card.
Scheduled
Action
Trello
Adds a new label on a specific board.
Scheduled
Action
Trello
Adds a new list on a specific board.
Scheduled
Action
Trello
Removes an existing label from a card.
Scheduled
Action
Trello
Finds a label on a particular board by name.
Scheduled
Action
Trello
Finds a list on a particular board by name.
Scheduled
Action
Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
Trello
Finds a board in your Trello organization by name.
Scheduled
Action
Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
Trello
Finds a member in your Trello organization by name.
Scheduled
Action
Trello
Finds or creates a specific board label.
Scheduled
Action
Trello
Finds or creates a specific board list.
Scheduled
Action
Trello
Finds or creates a specific checklist.
Scheduled
Action
Trello
Finds or creates a specific organization board.
Scheduled
Action
Trello
Finds or creates a specific organization card.
Scheduled
Action

How Daylite + Trello Integrations Work

Step 1: Authenticate Daylite and Trello.
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 + Trello

Trello Tutorials

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