Connect Daylite and Moxo to unlock the power of 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

Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do/Form/Time Booking flow step.

Trigger when a transaction is completed.

Add a step in flow workspace.

Add an existing user to a group workspace.

Creates a new client user.

Creates a Note in a workspace.

Creates a Transaction in a workspace.

Updates an existing client or creates a new one if that client doesn't already exist.

Deactivates a client user.

Download a file that can be uploaded in Zapier.

Schedule a Moxo Meeting and invite participants to it.

Sends a message to a workspace.

Start flow workspace from a flow template.

Updates the client info and account managers for a client.

Finds a direct workspace between an account manager and a client.

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.

Modifies an appointment.

Modifies a person.

Modifies a project.