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Apptivo + Daylite Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Daylite

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

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 Integrations

Best ways to Integrate Apptivo + Daylite

  • Apptivo Daylite

    Apptivo + Daylite

    Create Opportunity for Person to Daylite from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Daylite Create Opportunity for Person
  • Apptivo Daylite

    Apptivo + Daylite

    Update Task in Daylite when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Daylite Update Task
  • Apptivo Daylite

    Apptivo + Daylite

    Update Appointment in Daylite when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Daylite Update Appointment
  • Apptivo Daylite

    Apptivo + Daylite

    Create Task to Daylite from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Daylite Create Task
  • Apptivo Daylite

    Apptivo + Daylite

    Create Appointment to Daylite from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Daylite Create Appointment
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Daylite in easier way

It's easy to connect Apptivo + Daylite without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • 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 a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • 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.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

How Apptivo & Daylite Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Daylite as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Daylite.

    (2 minutes)

  6. 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.