Gravity Forms + Email by Zapier + Daylite Integrations
How to connect Gravity Forms + Email by Zapier + Daylite
Zapier lets you send info between Gravity Forms, Email by Zapier, and Daylite automatically—no code required.
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Do even more with Gravity Forms + Email by Zapier + Daylite
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Email by Zapier, and Daylite. And don’t forget that you can add more apps and actions to create complex workflows.
FormRequired
Use Admin Field Labels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Setup Directions
In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to
True.To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted Appointment
Triggers 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.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
Label for the type of website or URL being added to the company record.
Website Address
Label
Label for the type of company email address being added (i.e. Support, Sales).
Email Address
Ordering
Format
Label
Label for the type of company phone number being added (i.e. Support, Sales).
Phone Number
Ordering
Label
Label for the type of geographic address being added (i.e. Headquarters, Manufacturing, Retail).
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Specify an existing person to link to.
Person Role
Person Title
Person Department
Companies
Specify a company to link to.
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Select an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
Group
Select a group to link to.
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
The subject of the email.
Message IDRequired
The unique ID of the Email.
FromRequired
ToRequired
HTML Email BodyRequired
HTML representation of the Email content.
DateRequired
The date of the Email.
Category
Keywords
Contact
Select an existing contact to link to.
Company
Select an existing company to link to.
Opportunity
Select an existing opportunity to link to.
Project
Select an existing project to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
The title of the note.
DetailsRequired
The content of the note.
Category
Keywords
Owner
Contact
Select an existing contact to link to.
Company
Select an existing company to link to.
Opportunity
Select an existing opportunity to link to.
Project
Select an existing project to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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
The first name of the contact that the opportunity will be associated with.
Last NameRequired
The last name of the contact that the opportunity will be associated with.
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
Select an existing contact to link to.
Company
Select an existing company to link to.
Note
Select an existing note to link to.
Opportunity
Select an existing project to link to.
Project
Select an existing project to link to.
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
This is the primary Daylite object that you will be updating and linking other objects to (e.g. '/v1/contacts/12345', where 12345 is the Contact ID).
Linked Object ReferencesRequired
These are the Daylite references of the objects that you wish to link to the primary object.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
The reference of the appointment to be modified, of the form '/v1/appointments/1000' where 1000 is the appointment id.
Subject
Details
Show As
Timezone
Start Date
End Date
Category
Edit Mode
Keywords
Resources
Location
Type
Status
All Day
Set to true if this is an all day appointment.
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
The reference of the person to be modified, of the form '/v1/contacts/1000' where 1000 is the contact id.
First Name
First name of the contact.
Middle Name
Last Name
Last name of the contact.
Prefix
Suffix
Nickname
Category
Edit Mode
Keywords
Birthday
Anniversary
Email Address Edit Mode
Label
An identifying label for the type of email address (i.e. Personal, Work).
Email Address
Ordering
Optional value that determines the order that the email addresses appear in. Should be a positive integer.
Phone Number Edit Mode
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Optional value that determines the order that the phone numbers appear in. Should be a positive integer.
Address Edit Mode
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Optional value that determines the order that the addresses appear in. Should be a positive integer.
Group Edit Mode
Linked Group
Select an existing group to link to.
Linked Contact Edit Mode
Relationship Type (Recipient)
Relationship Type (Source)
Contacts
Specify an existing contact to link to.
Linked Company Edit Mode
Company
Specify an existing company to link to.
Company Role
Project Edit Mode
Project
Select an existing project to link to.
Project Role
Project Title
Linked Opportunity Edit Mode
Opportunity
Specify an existing opportunity to link to.
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
The reference of the project to be modified, of the form '/v1/projects/1000' where 1000 is the project id.
Status
Priority
Name
Name of the project.
Start Date
End Date
Due Date
Category
Edit Mode
Keywords
Linked Contact Edit Mode
Contacts
Specify an existing contact to link to.
Linked Company Edit Mode
Company
Specify an existing company to link to.
Linked Opportunity Edit Mode
Opportunity
Specify an existing opportunity to link to.
Linked Task Edit Mode
Linked Task
Linked Note Edit Mode
Linked Note
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Select an existing group to link to.
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
The search query to perform. For more information please refer to the search documentation available here.
ActionThis is an event a Zap performs.SearchFind existing data in your appText 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 appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText 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 appReference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
SubjectRequired
Details
TimezoneRequired
The IANA timezone that the appointment will be displayed in.
Start DateRequired
The start date and time of the appointment.
End DateRequired
The end date and time of the appointment.
Show As
Show as 'busy' or 'free'.
Category
Keywords
Resources
Location
Type
Status
All Day
Set to true if this is an all day appointment.
Note
Select an existing note to link to.
Group
Select an existing group to link to.
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 foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Label for the type of website or URL being added to the company record.
Website Address
Label
Label for the type of company email address being added (i.e. Support, Sales).
Email Address
Ordering
Format
Label
Label for the type of company phone number being added (i.e. Support, Sales).
Phone Number
Ordering
Label
Label for the type of geographic address being added (i.e. Headquarters, Manufacturing, Retail).
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Specify an existing person to link to.
Person Role
Person Title
Person Department
Companies
Specify a company to link to.
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Select an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
Group
Select a group to link to.
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 foundFirst Name Search OperatorRequired
First NameRequired
First name of the contact.
Last Name Search OperatorRequired
Last NameRequired
Last name of the contact.
Email Search OperatorRequired
EmailRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Birthday of the person.
Anniversary
Anniversary of the person.
Label
An identifying label for the type of email address (i.e. Personal, Work).
Email Address
Ordering
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Company Name
Create a new company linked to this contact.
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Specify an existing contact to link to.
Company
Specify an existing company to link to.
Company Role
The role of the linked company.
Company Department
Company Title
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Selecting an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
First NameRequired
First name of the contact.
Middle Name
Last NameRequired
Last name of the contact.
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Birthday of the person.
Anniversary
Anniversary of the person.
Label
An identifying label for the type of email address (i.e. Personal, Work).
Email Address
Ordering
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Company Name
Create a new company linked to this contact.
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Specify an existing contact to link to.
Company
Specify an existing company to link to.
Company Role
The role of the linked company.
Company Department
Company Title
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Selecting an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundText Field
Text Field Value
Date Field
Date Field Value
TitleRequired
The title of the note.
DetailsRequired
The content of the note.
Category
Keywords
Owner
Contact
Select an existing contact to link to.
Company
Select an existing company to link to.
Opportunity
Select an existing opportunity to link to.
Project
Select an existing project to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundOpportunity Name Search OperatorRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
The estimated probability of winning the opportunity, expressed as a percentage.
Forecasted Date
The estimated close date for the opportunity.
End Date
Start Date
Company
Select an existing company to link to.
Contact
Select an existing contact to link to.
Note
An existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundProject Name Search OperatorRequired
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
The priority of the project, ranging from 0 (inactive) to 10 (high).
Start Date
End Date
Due Date
Linked Person
Select an existing person to link to.
Person Role
Linked Company
Select an existing company to link to.
Company Role
Note
Selecting an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
Group
Select an existing group to link to.
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 foundText 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
Select an existing contact to link to.
Company
Select an existing company to link to.
Note
Select an existing note to link to.
Opportunity
Select an existing project to link to.
Project
Select an existing project to link to.
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
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ToRequired
Can be a comma separated list of emails. Limited to 5.
SubjectRequired
Body (HTML or Plain)Required
You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
Attachment
A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
From Name
This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
Reply To
Specify a reply address other than your own.
Cc
Can be a comma separated list of emails. Limited to 5.
Bcc
Can be a comma separated list of emails. Limited to 5.
Force Linebreaks?
Set this to "yes" if your emails are received without line breaks or spacing.
Enable read receipts?
Want to be notified when this email is opened? Set this to to
Trueand set up a Zap using theNew Read Receipttrigger.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 Appointment
Triggers when a new appointment is created in Daylite.
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 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.Form Template
This specifies what type of form you wanted to be alerted to. If this is left blank, the trigger will run anytime any Daylite form is updated.
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
The IANA timezone that the appointment will be displayed in.
Start DateRequired
The start date and time of the appointment.
End DateRequired
The end date and time of the appointment.
Show As
Show as 'busy' or 'free'.
Category
Keywords
Resources
Location
Type
Status
All Day
Set to true if this is an all day appointment.
Note
Select an existing note to link to.
Group
Select an existing group to link to.
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
First name of the contact.
Middle Name
Last NameRequired
Last name of the contact.
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Birthday of the person.
Anniversary
Anniversary of the person.
Label
An identifying label for the type of email address (i.e. Personal, Work).
Email Address
Ordering
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Company Name
Create a new company linked to this contact.
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Specify an existing contact to link to.
Company
Specify an existing company to link to.
Company Role
The role of the linked company.
Company Department
Company Title
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Selecting an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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
Select an existing person to link to.
Linked Company
Select an existing company to link to.
Linked Opportunity
Select an existing opportunity to link to.
Linked Project
Select an existing project to link to.
Linked Note
Select an existing note to link to.
Linked Task
Select an existing task to link to.
Linked Appointment
Select an existing appointment to link to.
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
The estimated probability of winning the opportunity, expressed as a percentage.
Forecasted Date
The estimated close date for the opportunity.
End Date
Start Date
Company
Select an existing company to link to.
Contact
Select an existing contact to link to.
Note
An existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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
The priority of the project, ranging from 0 (inactive) to 10 (high).
Start Date
End Date
Due Date
Linked Person
Select an existing person to link to.
Person Role
Linked Company
Select an existing company to link to.
Company Role
Note
Selecting an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
Group
Select an existing group to link to.
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
The reference of the Daylite object to be modified, of the form '/v1/contacts/1000' where 1000 is the object id.
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
The reference of the company to be modified, of the form '/v1/companies/1000' where 1000 is the company id.
Company Name
Name of the company.
Type
Region
Industry
Category
Edit Mode
Keywords
Email Address Edit Mode
Label
An identifying label for the type of email address (i.e. Personal, Work).
Email Address
Ordering
Optional value that determines the order that the email addresses appear in. Should be a positive integer.
Phone Number Edit Mode
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Optional value that determines the order that the phone numbers appear in. Should be a positive integer.
Person Title
Linked Person Edit Mode
Person
Specify an existing person to link to.
Person Role
Address Edit Mode
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Optional value that determines the order that the addresses appear in. Should be a positive integer.
Number of Employees
Relationship Type (Source)
Relationship Type (Recipient)
Linked Company Edit Mode
Company
Specify an existing company to link to.
Linked Opportunity Edit Mode
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Linked Project Edit Mode
Project
Select an existing project to link to.
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
Select an existing group to link to.
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
The reference of the opportunity to be modified, of the form '/v1/opportunities/1000' where 1000 is the opportunity id.
Opportunity Name
Name of the opportunity.
State
Probability
The estimated probability of winning the opportunity, expressed as a percentage.
Start Date
End Date
Forecasted Date
Edit Mode
Keywords
Category
Linked Contact Edit Mode
Contacts
Specify an existing contact to link to.
Linked Company Edit Mode
Company
Specify an existing company to link to.
Linked Opportunity Edit Mode
Opportunity
Specify an existing opportunity to link to.
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Select an existing group to link to.
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
The reference of the task to be modified, of the form '/v1/tasks/1000' where 1000 is the task id.
Title
Details
Priority
Due Date
Start Date
End Date
Category
Edit Mode
Keywords
Estimated Time
Location
Type
Status
All Day
Set to true if this is an all day appointment.
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 appText 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 appText 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 appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
BodyRequired
The search query to perform. For more information please refer to the search documentation available here.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name Search Operator
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Label for the type of website or URL being added to the company record.
Website Address
Label
Label for the type of company email address being added (i.e. Support, Sales).
Email Address
Ordering
Format
Label
Label for the type of company phone number being added (i.e. Support, Sales).
Phone Number
Ordering
Label
Label for the type of geographic address being added (i.e. Headquarters, Manufacturing, Retail).
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Specify an existing person to link to.
Person Role
Person Title
Person Department
Companies
Specify a company to link to.
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Select an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
Group
Select a group to link to.
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 foundFirst Name Search OperatorRequired
First NameRequired
First name of the contact.
Last Name Search OperatorRequired
Last NameRequired
Last name of the contact.
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Birthday of the person.
Anniversary
Anniversary of the person.
Label
An identifying label for the type of email address (i.e. Personal, Work).
Email Address
Ordering
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Company Name
Create a new company linked to this contact.
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Specify an existing contact to link to.
Company
Specify an existing company to link to.
Company Role
The role of the linked company.
Company Department
Company Title
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Selecting an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundFirst Name Search OperatorRequired
First NameRequired
First name of the contact.
Last Name Search OperatorRequired
Last NameRequired
Last name of the contact.
Email Search OperatorRequired
Email AddressRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Birthday of the person.
Anniversary
Anniversary of the person.
Label
An identifying label for the type of email address (i.e. Personal, Work).
Ordering
Format
Label
An identifying label for the type of phone number (i.e. Home, Work, Mobile).
Phone Number
Ordering
Label
An identifying label for the type of address (i.e. Home, Work).
Street
City
Postal Code
State
Country
Ordering
Company Name
Create a new company linked to this contact.
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Specify an existing contact to link to.
Company
Specify an existing company to link to.
Company Role
The role of the linked company.
Company Department
Company Title
Opportunity
Specify an existing opportunity to link to.
Opportunity Role
Opportunity Title
Project
Selecting an existing project to link to.
Project Role
Project Title
Note
Select an existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundSearch Type
TitleRequired
The title of the note.
DetailsRequired
The content of the note.
Category
Keywords
Owner
Contact
Select an existing contact to link to.
Company
Select an existing company to link to.
Opportunity
Select an existing opportunity to link to.
Project
Select an existing project to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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 foundOpportunity Name Search OperatorRequired
Opportunity NameRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
The estimated probability of winning the opportunity, expressed as a percentage.
Forecasted Date
The estimated close date for the opportunity.
End Date
Start Date
Company
Select an existing company to link to.
Contact
Select an existing contact to link to.
Note
An existing note to link to.
Task
Select an existing task to link to.
Appointment
Select an existing appointment to link to.
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