Dalil AI + Schedule by Zapier

Create new leads in Dalil AI every month using Schedule by Zapier

Stay consistently in touch with potential clients through this smart workflow. Each month, the Schedule by Zapier app activates and prompts the Dalil AI app to create a new lead. This regular, automatic interaction aids in maintaining a steady stream of potential customers, boosting business development and ensuring no opportunities are overlooked.

When this happens...
Every Month
Triggers every month, on the day(s) selected.
TriggerInstant
automatically do this!
Create Person
Create a new Person
ActionWrite

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Supported triggers and actions

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Trigger
Instant
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- Time Offset
- Trigger on weekends?
Trigger
Instant
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- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It

Create Note
Create a new note
Action
Write
Create Opportunity
Create a new opportunity in Dalil-AI
Action
Write

Create Pipeline Record
Create a new record in a selected pipeline
Action
Write
Create Task Relation
Link a task to another record
Action
Write
- NoteRequired
Action
Write
- OpportunityRequired
Action
Write
Delete Pipeline Record
Delete a pipeline record
Action
Write
Delete Task Relation
Delete a task relation
Action
Write
Update Note
Update an existing note
Action
Write
Update Opportunity
Update an existing opportunity in Dalil-AI
Action
Write
Update Pipeline Record
Update an existing pipeline record
Action
Write
Update Task Relation
Update a task relation
Action
Write
- NoteRequired
- Depth
Action
Search
- OpportunityRequired
- Depth
Action
Search
Get Pipeline Record
Retrieve a single pipeline record
Action
Search
Get Task Relation
Retrieve a single task relation
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search
- PipelineRequired
- Limit
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
Create Company
Create a new company in Dalil-AI
Action
Write
Create Note Relation
Link a note to another record
Action
Write
Create Person
Create a new Person
Action
Write
Create Task
Create a new task
Action
Write
- CompanyRequired
Action
Write
Delete Note Relation
Delete a note relation
Action
Write
- PersonRequired
Action
Write
- TaskRequired
Action
Write
Update Company
Update an existing company in Dalil-AI
Action
Write
Update Note Relation
Update a note relation
Action
Write
- PersonRequired
- Company
- Owner
Action
Write
Update Task
Update an existing task
Action
Write
- CompanyRequired
- Depth
Action
Search
Get Note Relation
Retrieve a single note relation
Action
Search
- PersonRequired
- Depth
Action
Search
- TaskRequired
- Depth
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search
- Limit
- Filter
- Order By
- Depth
Action
Search

About Dalil AI

Dalil AI is your personal assistant able to capture, understand and act on all customer interactions

Related categories

CRM (Customer Relationship Management)

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more

Dalil AI + Schedule by Zapier

Create new leads in Dalil AI every month using Schedule by Zapier

Custom Frequency

Every Hour

Every Week

Opportunity Event

Task Event

Create Note

Create Opportunity

Create Pipeline Record

Create Task Relation

Delete Note

Delete Opportunity

Delete Pipeline Record

Delete Task Relation

Update Note

Update Opportunity

Update Pipeline Record

Update Task Relation

Get Note

Get Opportunity

Get Pipeline Record

Get Task Relation

List Notes

List Opportunities

List Pipeline Records

List Task Relations

Every Day

Every Month

Company Event

Person Event

Create Company

Create Note Relation

Create Person

Create Task

Delete Company

Delete Note Relation

Delete Person

Delete Task

Update Company

Update Note Relation

Update Person

Update Task

Get Company

Get Note Relation

Get Person

Get Task

List Companies

List Note Relations

List People

List Tasks

About Dalil AI

Related categories

About Schedule by Zapier

Related categories