New Integration: Manage Contacts and Projects in One Place with Daylite

There are a lot of moving parts when it comes to running your own business. You need to manage clients, new leads, projects, deadlines, and everything in-between. The tools you use to stay on top of your workload can mean the difference between adding new customers and struggling to keep the ones you already have.

Daylite is a business productivity app that helps you manage your contacts, schedules, projects, tasks, sales opportunities, and more–in one place. That way, you can focus more on doing what you love and growing your business, instead of constantly trying to keep your workload organized. Instead of digging through emails or sifting through spreadsheets, all the info you need to manage your business is in one place. Daylite is supported on all Apple devices, so you can easily share information with your team across Macs, iPhones, and iPads.

And now that Daylite integrates with over 1,000 apps via Zapier, you can connect this critical info to any of your team's other favorite tools—automate your productivity workflows and get more done with less effort.

Want to learn more? Read our full review of Daylite here.

How Daylite Works with Zapier

Triggers

• Project Updated: Triggers when a project is updated in Daylite.
• New Person: Triggers when a new person is created in Daylite.
• New Appointment: Triggers when a new appointment is created in Daylite.
• Opportunity Updated: Triggers when an opportunity is updated in Daylite.
• New Project: Triggers when a new project is created in Daylite.
• New Opportunity: Triggers when a new opportunity is created in Daylite.
• New Task: Triggers when a new task is created in Daylite.
• Person Updated: Triggers when a person is updated in Daylite.
• Appointment Updated: Triggers when an appointment is updated in Daylite.
• Task Updated: Triggers when a task is updated in Daylite.
• Company Updated: Triggers when a company is updated in Daylite.
• New Company: Triggers when a new company is created in Daylite.

Search

• Find Person: Finds an existing person. Optionally, create one if none are found.
• Find Company: Finds an existing company.Optionally, create one if none are found.
• Find Opportunity: Finds an existing opportunity. Optionally, create one if none are found.
• Find Note: Finds an existing note. Optionally, create one if none are found.
• Find Project: Finds an existing project. Optionally, create one if none are found.

Actions

• Create Appointment: Creates a new appointment.
• Create Person: Creates a new person and optionally an associated company.
• Update Company: Modifies a company.
• Create Company: Creates a new company.
• Update Appointment: Modifies an appointment.
• Create Opportunity: Creates a new Opportunity.
• Create Task: Creates a new task.
• Create Note: Creates a new Note.
• Update Opportunity: Modifies an opportunity.
• Update Person: Modifies a person.
• Update Task: Modifies a task.
• Update Project: Modifies a project.
• Create Project: Creates a new Project.
• Create Opportunity for Person: Creates a new opportunity associated with a person or company.

Automation Inspiration

Get started with these sample Zaps:

Generate Opportunities Using Forms

Consolidate Task and Projects

How To Automate Daylite with Zapier

1. Sign up for a Daylite account, and make sure you have a Zapier 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 and build a custom workflow with Daylite and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Daylite with Zapier.