Convert an existing lead to contact and account

Update existing entry in the selected module

Finds an entry in a module

Create module entry if entry does not exist

Triggers when a new appointment is created in Daylite.

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.

Finds an existing project.

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

Finds an existing appointment.

Find or Create Person

Find or Create Opportunity

Find or Create Task

Creates a new entry in a module

Relates an entry in this module with an entry in another module

Finds multiple entries in a module (with line item support)

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.