New for Our Daylite Integration: Use Zaps to Create Projects
Projects in Daylite, a lead management and CRM tool, help you organize and stay on top of all your team’s tasks so you deliver on time, every time. The latest update to the Zapier-Daylite integration lets you automatically create new projects in Daylite. For example, when new deals are won or contracts are signed, a Zap can kick off your team's work by automatically creating a new project in Daylite. Work will get underway without delay.
Plus, you can now use extra fields to pull custom details right into Daylite projects, appointments, and tasks like a case ID, linked opportunities, or relationships.
What's New with the Daylite + Zapier Integration
New Action
- Create Project: Creates a new project
New Options for Actions
- Additional fields are available in all Actions: linked companies, linked contacts, custom fields, extra date fields, linked opportunities, and relationship type.
How to Automate Daylite with Zapier
-
Try some pre-made Daylite integrations and learn more about how Daylite works with Zapier
-
Check out our Daylite help documentation for details on connecting your account and setting up your first Zap
-
Or login to build a custom workflow with Daylite and Zapier