Integrate CloudTalk with Daylite

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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.

Want to explore CloudTalk + Daylite quick connects for faster integration? Here’s our list of the best CloudTalk + Daylite quick connects.

Explore quick connects
Connect CloudTalk + Daylite in easier way

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

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Daylite Integrations Work

  1. Step 1: Choose CloudTalk 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 CloudTalk to Daylite.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of CloudTalk and Daylite


CloudTalk is a web based application, which facilitates easy and fast cplaboration in real time. It is a platform independent application and can be used in any operating system and device. CloudTalk has a variety of features like note taking, sending message, file sharing, screen sharing and video conferencing.


Daylite is a web based application that provides user to manage their tasks and projects effectively. It facilitates keeping notes, documents and tasks at one place and can be accessed from anywhere and can be shared with multiple users. It is integrated with the google calendar and the tasks and notes can be added to the calendar. It also offers different modules like contacts, tasks, notes, dialer, calendar and projects etc.

Integration of CloudTalk and Daylite

CloudTalk and Daylite are often integrated to provide a spution for companies which require both features of note taking and to-do list management. Integration of these two applications makes it easier for users to cplaborate between teams. It also helps them to have a backup option should anything goes wrong. These applications are used by various companies for both personal and business purposes to cplaborate internally as well as externally.

Benefits of Integration of CloudTalk and Daylite

There are several benefits offered by the integration of CloudTalk and Daylite software. The main benefit is that there is no need to install any other software on the computer which can take up space on already crowded hard drives. It also makes the sharing of information very easy. In addition, it allows users to get access from anywhere because both programs work from any device which has an internet connection. Also, the use of web based applications also means that there is no need for any installation or configuration which saves a lot of time. The integration of these two applications brings together all the functionalities of a single top to make it easy for people to cplaborate through voice calls, video conferencing, chat, audio conference and sharing files etc.

In conclusion, CloudTalk and Daylite are two separate products but they can be integrated to create a better spution for companies who require both functions of note taking and task management. There are several benefits of this integration like no need to install any software on the computer, easy sharing of information, access from anywhere etc.

The process to integrate CloudTalk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm