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  • Daylite logoDaylite logo
  • Daylite logoDaylite logo
  • Filter by Zapier logoFilter by Zapier logo

Daylite + Daylite + Filter by Zapier

Daylite + Daylite + Filter by Zapier

Daylite + Daylite integrations

Create new Daylite opportunities when keywords are added to a person in Daylite

Want to automate actions within Daylite? This integration will allow you to create a new Daylite opportunity whenever a new person is updated and has a specific keyword. That way, you can better stay organized and track your opportunities.

  1. When this happens...
    Person Updated
    Person Updated
    Person UpdatedTriggers when a person is updated in Daylite.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new Opportunity.
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More things you can do with Daylite and Filter by Zapier

Discover other triggers and actions you can use with Daylite and Filter by Zapier

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    Deleted Appointment

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    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
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  • Daylite triggers, actions, and search
    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

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

    Triggers when a Daylite company is deleted.

    Trigger
    Instant
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  • Daylite triggers, actions, and search
    Deleted Project

    Triggers when a Daylite project is deleted.

    Trigger
    Instant
    Try It
    • zapnote
    Trigger
    Instant
    Try It
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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!
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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