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Customerly + Daylite Integrations

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

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

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

Daylite Integrations

Best ways to Integrate Customerly + Daylite

  • Customerly Daylite

    Customerly + Daylite

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

    Customerly + Daylite

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

    Customerly + Daylite

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

    Customerly + Daylite

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

    Customerly + Daylite

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Daylite Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Daylite.

    (2 minutes)

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

Integration of Customerly and Daylite

I have set out to write this article on Customerly and Daylite. I have decided to write about how they are integrated, the benefits of integration, and the conclusion of my article. First, I will give an introduction to what Customerly is and what Daylite is. Next, I will go into detail about how Customerly and Daylite are integrated. Then, I will discuss the benefits of integration. Lastly, I will conclude.To begin my article about Customerly and Daylite, I will begin with an introduction. Customerly is a software that allows you to organize your personal life. It has many features, such as calendar, contacts, to-do list, tasks, reminders, notes, feeds, reminders, quotes, weather forecast, music player, photo gallery, etc. It also has many integrations with other mobile apps. One of them is Daylite - time management app for entrepreneurs. They are integrated through the Customerly “Shared” button in the calendar app. When you click it, it opens the Daylite app with the event attached to the calendar event. Also, if you use Daylite app to create an event in it, then you can share this event with other people using the “Share” button in Daylite app. There are 2 ways of doing that. share it via email or share it via Facebook. This integration makes it easier to share events with other people. If someone sends you an invitation to an event in Customerly via email, you can accept the invitation by clicking the link in the email and attaching your response in the Daylite app. The same happens when someone shares an event via Facebook. You can accept the invitation by clicking the link in the Facebook post and attaching your response in Daylite app. It makes the whpe process of sharing events much simpler than before. After all, it is very convenient when you do not need to switch between different apps to manage your events; instead, you can do that all in one place without any difficulties.As far as I know, there are many benefits of integration of Customerly and Daylite. First of all, Customerly users can use Daylite to organize their time while they are working on some specific project or task. For instance, if you plan to spend 3 hours working on a project or task during one day (which means that this time is reserved for this project or task), then you can use this time in Daylite app to see how much time has already passed since this time was reserved for this project or task. This way, you could either decide to continue working on your project or task until it is finished or change your schedule if you have something else to do at this time. Another benefit of integration of these two apps is that you can manage your personal life and business events in one place - in Customerly app. This way, you can combine all your appointments in one place without any difficulties. However, there might be one disadvantage of integration of these apps - because it takes up a lot of space on your phone, so if someone is looking for a free-of-charge app for organizing their personal life or business events, then Customerly would be too big for them. That’s why it is better to try out all available apps before choosing one.This is the end of my article about Customerly and Daylite. I hope that it helped you understand what these two apps are and how they can be used in real life. If you want to learn more about them, visit their websites - https://www.customerlyapp.com/ and https://www.daylitemobileapp.com/

The process to integrate Customerly 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.