Integrate Daylite with Agendor

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

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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.

About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

Agendor Integrations

Best Daylite and Agendor Integrations

  • Daylite Integration Daylite Integration

    Agendor + Daylite

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

    Agendor + Daylite

    Update Task in Daylite when New Person is created in Agendor Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Daylite Integration Update Task
  • Daylite Integration Daylite Integration

    Agendor + Daylite

    Update Appointment in Daylite when New Person is created in Agendor Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Daylite Integration Update Appointment
  • Daylite Integration Daylite Integration

    Agendor + Daylite

    Create Task to Daylite from New Person in Agendor Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Daylite Integration Create Task
  • Daylite Integration Daylite Integration

    Agendor + Daylite

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

    Daylite + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

    Actions
  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Daylite & Agendor Integrations Work

  1. Step 1: Choose Daylite 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 Agendor 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 Daylite to Agendor.

    (2 minutes)

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

Integration of Daylite and Agendor

Daylite

Daylite is a Web-based software used for digital asset management, i.e., to help the users organize anything they work with (text, images, etc.. in one place. It was created by an independent software company called Day Software in 2005. It has been used to manage over 500 million items of information.

Agendor

Agendor is a sales CRM software which helps businesses to manage customer relationship and get more customers. It has been developed by the same independent software company, Day Software. It helps companies manage their customer database, organize leads, sales opportunities and contacts, track their email campaigns, etc. In other words, it is a complete CRM system that allows businesses to manage their entire sales process.

Integration of Daylite and Agendor

Daylite is a personal digital asset management top that works as an independent product. While Agendor is a marketing CRM system that works independently as well. It means that there is no integration between these two tops. However, Daylite and Agendor can be integrated via Appy Pie Connect. Appy Pie Connect allows users to connect different apps on the web and automate processes between them. For instance, one can integrate Google Sheets with Slack or Gmail with Evernote. To know more about Appy Pie Connect, check out this article.

You can use Appy Pie Connect to connect your Daylite account with Agendor. Once you create Connects, you can automatically sync data from Daylite to Agendor or vice versa. You can set up a Connect that sends new entries from Daylite to Agendor whenever a user creates them. Here’s how it works:

  • Integrating from Daylite to Agendor
  • Get a Appy Pie Connect account and connect your two accounts (Daylite and Agendor. Then create a workflow using this process:

    Action. New Entry in Daylitelinked to. New Contact in Agendor with optional filter Status > Open or Closed

  • Integrating from Agendor to Daylite
  • Also, you can create a “Connect” in the opposite direction, i.e., from Agendor to Daylite. So if you want to copy records from Agendor to Daylite, here’s what you should do:

    Action. New Contact in Agendor linked to. New Entry in Daylite with optional filter Status <> Open or Closed

    As I mentioned earlier, Daylite and Agendor are two separate products. They do not integrate with each other at all. However, it is possible to integrate them through Appy Pie Connect. This is extremely useful if you want your Agendor data to be saved in Daylite as well. Let me know how it works for you!

    The process to integrate Daylite and Agendor 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.