Salesflare Salesflare Integrations

Daylite and Salesflare

CRM (Customer Relationship Management) marketcircle.com ↗

How to connect Daylite

What you can automate

  • When new Appointment in Daylite, create meeting, then create call in Salesflare.
  • When new Company in Daylite, find or create account in Salesflare.
  • When new Person in Daylite, find or create contact in Salesflare.
  • When new Form in Daylite, find or create contact in Salesflare.
  • When new Note in Daylite, create internal note in Salesflare.
  • When new Opportunity in Daylite, create opportunity in Salesflare.

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!

Daylite operations on Zapier

Triggers (25)

Start a workflow when this happens

  • Appointment Updated — Triggers when an appointment is updated in Daylite.
  • Company Updated — Triggers when a company is updated in Daylite.
  • Deleted Appointment — Triggers when a Daylite appointment is deleted.
  • Deleted Company — Triggers when a Daylite company is deleted.
  • Deleted Form — Triggers when a Daylite form is deleted.
Show 20 more triggers
  • Deleted Opportunity — Triggers when a Daylite opportunity is deleted.
  • Deleted Person — Triggers when a Daylite person is deleted.
  • Deleted Project — Triggers when a Daylite project is deleted.
  • Deleted Task — Triggers when a Daylite task is deleted.
  • Form Updated — Triggers when a Daylite form is updated.
  • New Appointment — Triggers when a new appointment is created in Daylite.
  • New Company — Triggers when a new company is created in Daylite.
  • New Form — Triggers when a new form is created in Daylite.
  • New Note — Triggers when a new note is created in Daylite.
  • New Opportunity — Triggers when a new opportunity is created in Daylite.
  • New Person — Triggers when a new person is created in Daylite.
  • New Project — Triggers when a new project is created in Daylite.
  • New Task — Triggers when a new task is created in Daylite.
  • Opportunity Updated — Triggers when an opportunity is updated in Daylite.
  • Person Updated — Triggers when a person is updated in Daylite.
  • Project Updated — Triggers when a project is updated in Daylite.
  • Task Updated — Triggers when a task is updated in Daylite.
  • Trashed Appointment — Triggers when an appointment is sent to the Trash in Daylite.
  • Trashed Person — Triggers when a person is sent to the Trash in Daylite.
  • Updated Note — Triggers when a note is updated in Daylite.

Actions (28)

Things Salesflare can make it do

  • Create Appointment — Creates a new appointment.
  • Create Company — Creates a new company.
  • Create Email — Creates a new Email.
  • Create Form — Creates a new form.
  • Create Note — Creates a new Note.
Show 23 more actions
  • Create Object — Creates a new object.
  • Create Opportunity — Creates a new Opportunity.
  • Create Opportunity for Person — Creates a new opportunity associated with a person or company.
  • Create Person — Creates a new person and optionally an associated company.
  • Create Project — Creates a new Project.
  • Create Task — Creates a new task.
  • Find or Create Appointment — Finds an existing appointment.
  • Find or Create Company — Find or Create Company
  • Find or Create Note — Find or Create Note
  • Find or Create Object — Finds an existing object.
  • Find or Create Opportunity — Find or Create Opportunity
  • Find or Create Person — Find or Create Person
  • Find or Create Project — Find or Create Project
  • Find or Create Task — Find or Create Task
  • Link Objects — Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
  • Remove Object — Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
  • Update Appointment — Modifies an appointment.
  • Update Company — Modifies a company.
  • Update Object — Updates an existing object.
  • Update Opportunity — Modifies an opportunity.
  • Update Person — Modifies a person.
  • Update Project — Modifies a project.
  • Update Task — Modifies a task.

Searches (9)

Look up existing records

  • Find Appointment — Finds an existing appointment.
  • Find Company — Finds an existing company.
  • Find Note — Finds an existing note.
  • Find Object — Finds an existing object.
  • Find Opportunity — Finds an existing opportunity.
Show 4 more searches
  • Find Person — Finds an existing person.
  • Find Project — Finds an existing project.
  • Find Task — Finds an existing task.
  • Get Object by ID — Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.

Daylite operations on Make

Triggers (16)

Start a workflow when this happens

  • Watch Form Updated — Triggers when a form is updated in DayLite.
  • Watch New Appointment — Triggers when a new appointment is created in Daylite.
  • Watch New Form — Triggers when a new form is created in Daylite.
  • Watch New Note — Triggers when a new note is created in Daylite.
  • Watch New Project — Triggers when a new project is created in Daylite.
Show 11 more triggers
  • Watch New Task — Triggers when a new task is created in Daylite.
  • Watch Note Updated — Triggers when a note is updated in Daylite.
  • Watch Project Updated — Triggers when a project is updated in Daylite.
  • Watch Task Updated — Triggers when a task is updated in Daylite.
  • Watch Company Updated — Triggers when a company is updated in Daylite.
  • Watch Contact Deleted — Triggers when a person is sent to the Trash in Daylite.\n\n
  • Watch Contact Updated — Triggers when a person is updated in Daylite.
  • Watch New Company — Triggers when a new company is created in Daylite.
  • Watch New Contact — Triggers when a new person is created in Daylite.
  • Watch New Opportunity — Triggers when a new opportunity is created in Daylite.
  • Watch Opportunity Updated — Triggers when an opportunity is updated in Daylite.

Actions (33)

Things Salesflare can make it do

  • Create a Company — Creates a new company.
  • Create a Contact — Creates a new contact.
  • Create a Form — Creates a new form.
  • Create a Form Definition — Creates a new form definition.
  • Create a Note — Creates a new note.
Show 28 more actions
  • Create a Project — Creates a new project.
  • Create a Task — Creates a new task.
  • Create an Appointment — Creates a new appointment.
  • Create an Opportunity — Creates a new opportunity.
  • Delete a Company — Removes a company.
  • Delete a Contact — Removes a contact.
  • Delete a Form — Removes a form.
  • Delete a Note — Removes a note.
  • Delete a Project — Removes a project.
  • Delete a Task — Removes a task.
  • Delete an Appointment — Removes an appointment.
  • Delete an Opportunity — Removes an opportunity.
  • Get a Company — Shows the details of a company.
  • Get a Contact — Shows the details of an contact.
  • Get a Form — Shows the details of a form.
  • Get a Note — Shows the details of a note.
  • Get a Project — Shows the details of a project.
  • Get a Task — Shows the details of a task.
  • Get an Appointment — Shows the details of an appointment.
  • Get an Opportunity — Shows the details of an opportunity.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Company — Modifies a company.
  • Update a Contact — Modifies a contact.
  • Update a Form — Modifies a form.
  • Update a Note — Modifies a note.
  • Update a Project — Modifies a project.
  • Update a Task — Modifies a task.
  • Update an Opportunity — Modifies an opportunity.

Searches (8)

Look up existing records

  • List Form Definitions — Gets the list of all form definitions.
  • Search Appointments — Searches for appointments or lists them all.
  • Search Companies — Searches for companies or lists them all.
  • Search Contacts — Searches for contacts or lists them all.
  • Search Notes — Searches for notes or lists them all.
Show 3 more searches
  • Search Opportunities — Searches for opportunities or lists them all.
  • Search Projects — Searches for projects or lists them all.
  • Search Tasks — Searches for tasks or lists them all.

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