Active Knocker + Daylite

Create new persons in Daylite for every new pin in Active Knocker

When a new pin is added in Active Knocker, this workflow will respond by creating a corresponding person in Daylite. This efficient automation bridges the gap between your door-knocking strategy and your contact management system, ensuring that every significant interaction is recorded for future reference. Streamline your process and maximize your engagement efforts effectively.

When a new pin is added in Active Knocker, this workflow will respond by creating a corresponding person in Daylite. This efficient automation bridges the gap between your door-knocking strategy and your contact management system, ensuring that every significant interaction is recorded for future reference. Streamline your process and maximize your engagement efforts effectively.

  1. When this happens...
    Active KnockerActive Knocker
    New Pin

    Triggers when a new pin is created.

    TriggerPolling
  2. automatically do this!
    DayliteDaylite
    Create Person

    Creates a new person and optionally an associated company.

    ActionWrite
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Supported triggers and actions

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    Action
    Write
  • Daylite triggers, actions, and search

    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

    Trigger
    Instant
    Try It
active-knocker logo
active-knocker logo

About Active Knocker

Boost sales efficiency with Active Knocker, a platform offering field sales tracking, task management, lead routing and property tagging.

Related categories

  • Sales & CRM
daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn more

Related categories

  • CRM (Customer Relationship Management)

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