Daylite + Squarespace Forms

Create new Daylite opportunities from new Squarespace Forms form submissions

Streamline your client management process with this seamless workflow. When a new form submission is received in Squarespace Forms, an opportunity is instantly created for a person in Daylite. This swift process not only eliminates manual data entry but ensures that you can promptly follow-up on leads gained through your Squarespace Forms forms, enhancing your customer relationship management efforts.

Streamline your client management process with this seamless workflow. When a new form submission is received in Squarespace Forms, an opportunity is instantly created for a person in Daylite. This swift process not only eliminates manual data entry but ensures that you can promptly follow-up on leads gained through your Squarespace Forms forms, enhancing your customer relationship management efforts.

  1. When this happens...
    Squarespace FormsSquarespace Forms
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

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

    Deleted Project

    Triggers when a Daylite project is deleted.

    Trigger
    Instant
    Try It
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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squarespace-forms logo
squarespace-forms logo

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Related categories

  • Forms & Surveys

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