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.
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
Agendor + DayliteCreate Opportunity for Person to Daylite from New Person in Agendor Read More...
Agendor + DayliteUpdate Appointment in Daylite when New Person is created in Agendor Read More...
It's easy to connect Daylite + Agendor without coding knowledge. Start creating your own business flow.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
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 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.
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:
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
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.