Connect Daylite and WeQuote 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

List all areas and area groups in a quote

List all the Purchase order lines under the Purchase order

Add a contact to a customer on WeQuote

Change the status of the Purchase Order in Wequote

Create a blank PO on the WeQuote

Create a Custom PO Line on WeQuote

Create a revision of a sent quote

Retrieve a quote from WeQuote using the Quote's ID.

Send a proposal for a quote from WeQuote using the Quote's ID.

Find a customer with their account number

Retrieve area group from WeQuote using the ID and description.

Fetch the purchase order details by passing the po number

Find a Quote with either the quote number or description.

Fetch the supplier details by passing the name

Retrieve a customer from WeQuote using the customer's ID.

Retrieve the product based on the SKU

Retrieve area or area group from WeQuote using the ID.

Find a customer with their account number

Find a Quote with either the quote number or description.

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.