Connect Daylite and Pennylane 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 billing subscription is created or fetches existing invoices with optional filtering.

Triggers when a new customer invoice is created or fetches existing invoices with optional filtering.

Triggers when a new quote is created or fetches existing quotes with optional filtering.

Creates a new company customer.

Creates a new customer invoice (draft or finalized).

Updates an existing individual customer.

Creates a new quote.

Update an existing billing subscription using the V2 API

Retrieves a billing subscription.

Retrieves an invoice.

Retrieves a quote.

Retrieves an invoice.

Retrieves a quote.

Creates a new object.

Creates a new company.

Creates a new Email.

Creates a new Note.

Creates a new opportunity associated with a person or company.

Creates a new task.

Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.