PreciseFP + Daylite Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Daylite, with as many as 108 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect PreciseFP + Daylite and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client/Prospect

Triggers when a Client or Prospect is created.

Create Engagement

Engages a client or co-client with the desired template.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Account

Creates a new client or prospect account.

New Person

Triggers when a new person is created in Daylite.

Create Appointment

Creates a new appointment.

New Appointment

Triggers when a new appointment is created in Daylite.

Create Person

Creates a new person and optionally an associated company.

New Project

Triggers when a new project is created in Daylite.

Create Company

Creates a new company.

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PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Daylite is a business productivity app that helps you focus more on doing what you love. Manage your contacts, schedules, projects, tasks, sales opportunities, and more – in one place. Share with your team across your Macs, iPhones, and iPads.

See Daylite Integrations