Proposify

Proposify + Daylite Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Daylite, with as many as 156 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

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 Opportunity

Triggers when a new opportunity is created in Daylite.

Create Company

Creates a new company.

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Streamline your proposals in the cloud with designer-friendly proposal software.

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.

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