New for Our Daylite Integration: Use Zaps to Create Projects

Kim Kadiyala
Kim Kadiyala / December 11, 2017

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

  1. Make sure you have a Zapier account and a Daylite account

  2. Try some pre-made Daylite integrations and learn more about how Daylite works with Zapier

  3. Check out our Daylite help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Daylite and Zapier