Integrate Daylite with BulkGate

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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 BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

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

Explore quick connects
Connect Daylite + BulkGate in easier way

It's easy to connect Daylite + BulkGate 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.

  • 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

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How Daylite & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Daylite and BulkGate

Daylite

Daylite is a personal information manager (PIM. application available through the Mozilla platform. It allows users to organize their tasks, notes, and contacts in a single place. The app is built on Firefox Sync, so users can access their data on other devices.

BulkGate

BulkGate is a public API that gives users access to the entire list of messages on the Mozilla platform. This API allows users to query for messages based on message ID, senders, recipients, or dates.

Integration of Daylite and BulkGate

Integrating BulkGate and Daylite would provide end-users with a top that will allow them to manage their tasks and resources in one place. Users could add tasks to the task manager by sending email to the “[email protected]” address. The subject line should be formatted like “[Task] [task name]”. The body of the email should include the task description and any attachments necessary for completion. The attachments would be sent to an account created for this purpose, which would import them into the database.

The system would then respond to the user indicating that it received their request and then ask them whether they want to create a task from scratch from the included files, or if they want to attach the files to an existing task. If they choose the option to attach files, the system will look up the task with the same subject and then add the attachment to that task. Finally, the system will create a new task with a subject of “Completed Task” and a body containing a link to the imported file.

Benefits of Integration of Daylite and BulkGate

Users would benefit from this integration because it would allow them to track all their correspondence in one place instead of trying to manage different applications at once. Users could also use Daylite’s reminder function to prompt them when deadlines are approaching.

The process to integrate Daylite and BulkGate 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 29,2023 02:06 pm