Connect Daylite and FreshBooks to power AI-driven automation

Triggers when a Daylite form is updated.

Creates a new appointment.

Creates a new person and optionally an associated company.

Creates a new form.

Creates a new Opportunity.

Creates a new Project.

Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.

Updates an existing object.

Modifies a company.

Modifies an opportunity.

Modifies a task.

Finds an existing appointment.

Finds an existing person.

Finds an existing opportunity.

Finds an existing task.

Finds an existing object.

Find or Create Company

Find or Create Note

Find or Create Project

Triggers when a new client is created.

Triggers when a new expense is created.

Triggers when a new bill is created.

Triggers when a new invoice thats meets the condition is created.

Triggers when a new staff member completes their profile from the email they receive.

Triggers when a new invoice payment is created.

Triggers when a bill is updated.

Triggers when an invoice is updated.

Triggers when a vendor is updated.

Creates a new bill.

Creates a new client.

Creates a new estimate.

Creates an Invoice.

Creates other income (i.e., income that doesn't require an invoice and is received through other means).

Creates a new recurring invoice.

Creates a Vendor.

Sends an estimate by email.

Updates an existing bill.

Updates an existing client based on email. Optionally create a client if one is not found with matching email.

Updates an estimate.

Updates a time entry.

Finds an existing bill.

Finds an existing client.

Finds an existing invoice.

Finds an existing vendor.

Find a credit note, or create one if it is not found.

Find an estimate, or create one if it is not found.

Find a project, or create one if it is not found.