Apptivo + Daylite Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Daylite
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- Lightning Fast Setup
10 Million man hours saved
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
About Daylite
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Daylite IntegrationsBest ways to Integrate Apptivo + Daylite
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Apptivo + Daylite
Create Opportunity for Person to Daylite from New Lead in apptivo Read More...When this happens...
New Lead
Then do this...
Create Opportunity for Person
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When this happens...
New Lead
Then do this...
Update Task
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Apptivo + Daylite
Update Appointment in Daylite when New Lead is created in apptivo Read More...When this happens...
New Lead
Then do this...
Update Appointment
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When this happens...
New Lead
Then do this...
Create Task
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When this happens...
New Lead
Then do this...
Create Appointment
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Daylite without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Appointment Updated
Triggers when a new appointment is updated in Daylite.
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Company Updated
Triggers when a new company is updated in Daylite.
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Form Updated
Triggers when a Daylite form is updated.
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New Appointment
Triggers when a new appointment is created in Daylite.
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New Company
Triggers when a new company is created in Daylite.
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New Form
Triggers when a new form is created in Daylite.
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New Note
Triggers when a new note is created in Daylite.
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New Opportunity
Triggers when a new opportunity is created in Daylite.
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New Person
Triggers when a new person is created in Daylite.
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New Project
Triggers when a new project is created in Daylite.
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New Task
Triggers when a new task is created in Daylite.
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Opportunity Updated
Triggers when a new opportunity is updated in Daylite.
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Person Updated
Triggers when a new person is updated in Daylite.
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Project Updated
Triggers when a new project is updated in Daylite.
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Task Updated
Triggers when a new task is updated in Daylite.
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Updated Note
Triggers when a new note is updated in Daylite.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Create Appointment
Creates a new appointment.
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Create Company
Creates a new company.
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Create Note
Creates a new Note.
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Create Opportunity
Creates a new Opportunity.
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Create Opportunity for Person
Creates a new opportunity associated with a person or company.
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Create Person
Creates a new person and optionally an associated company.
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Create Project
Creates a new Project.
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Create Task
Creates a new task.
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Update Appointment
Modifies an appointment.
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Update Company
Modifies a company
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Update Opportunity
Modifies an opportunity.
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Update Person
Modifies a person.
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Update Project
Modifies a project.
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Update Task
Modifies a task
How Apptivo & Daylite Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Daylite as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Daylite.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Daylite
Apptivo
Apptivo is an all-in-one CRM, project management and marketing automation platform which helps to build your business. It is a simple, easy-to-use, affordable and customizable spution that can be deployed in minutes. It’s flexible enough to meet the needs of small businesses as well as enterprises. In fact, it’s the most cost-effective way to run your entire business.
Daylite
Daylite is a fast, reliable, and secure calendar app for iPhone or iPad. It syncs with Google Calendar, Exchange and other popular services. Daylite’s smart features let you manage tasks, events, contacts and documents from one place.
Integration of Apptivo and Daylite
Apptivo helps you to reduce the time spent on data entry by automating manual tasks so that you can save time for more important things. Daylite is a powerful task manager for projects, to-dos, events, contacts and documents that provides complete contrp over your daily schedule. The two products are both award-winning and trusted by thousands of businesses of all sizes. They perfectly complement each other and deliver superior value to users who need a combination of project management and CRM tops.
Benefits of Integration of Apptivo and Daylite
Apptivo’s integration with Daylite allows users to connect their contacts with information that is relevant to them within their contact record in Daylite. As a result, they can view them in one place which saves time and improves productivity. With just a click, they can also create a task or event in Daylite with information taken directly from the contact record. This also makes it quick and easy to create tasks or events when there is no internet connection available, because the information will be synced automatically once there is an internet connection. Users can also login to their Apptivo account through Daylite so that they can easily switch between their favorite apps.
With Apptivo’s integration with Daylite, users can create a task or event in Daylite with information taken directly from the contact record in Apptivo. This process saves time and improves productivity by allowing users to view their contacts in one place. Moreover, it saves time when creating tasks or events, since the information will be synced automatically once there is an internet connection. This makes it quick and easy to create tasks or events when there is no internet connection available.
The process to integrate Apptivo and Daylite may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
