Connect Daylite and mfr - field service management 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 appointment is created.

Triggers when a job state changed.

Create an appointment (holiday,Illness,appointment) in mfr.

Creates a customer of type single person along with location and with a unique customer id in mfr.

Generates new Report for a job id. Please provide a job id and a report definition code.

Creates a new Job in mfr. Jobs always have a job description and can be created from a job template.

Uploads a document.

Find a Location

Find a user by email or externalid.

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.

Finds an existing object.

Finds an existing company.

Finds an existing note.

Finds an existing project.

Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.

Finds an existing appointment.