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Integrate Daylite with Cloud Firestore

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

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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 Cloud Firestore

Cloud Firestore is a cloud-hosted, NoSQL database that your iOS, Android, and web apps can access directly via native SDKs.

Cloud Firestore Integrations
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Best Daylite and Cloud Firestore Integrations

  • Daylite Integration Cloud Firestore Integration

    Daylite + Cloud Firestore

    Create Cloud Firestore Document to Cloud Firestore from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Cloud Firestore Integration Create Cloud Firestore Document
  • Daylite Integration Cloud Firestore Integration

    Daylite + Cloud Firestore

    Create Cloud Firestore Document to Cloud Firestore from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Cloud Firestore Integration Create Cloud Firestore Document
  • Daylite Integration Cloud Firestore Integration

    Daylite + Cloud Firestore

    Create Cloud Firestore Document to Cloud Firestore from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Opportunity
     
    Then do this...
    Cloud Firestore Integration Create Cloud Firestore Document
  • Daylite Integration Cloud Firestore Integration

    Daylite + Cloud Firestore

    Create Cloud Firestore Document to Cloud Firestore from New Company in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Company
     
    Then do this...
    Cloud Firestore Integration Create Cloud Firestore Document
  • Daylite Integration Cloud Firestore Integration

    Daylite + Cloud Firestore

    Create Cloud Firestore Document to Cloud Firestore from New Task in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Task
     
    Then do this...
    Cloud Firestore Integration Create Cloud Firestore Document
  • 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 + Cloud Firestore in easier way

It's easy to connect Daylite + Cloud Firestore 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.

  • New Document Within a Firestore Collection

    New Document Within a Firestore Collection

    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

  • Create Cloud Firestore Document

    Creates a new document within a Cloud Firestore collection.

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

How Daylite & Cloud Firestore 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 Cloud Firestore 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 Cloud Firestore.

    (2 minutes)

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

Integration of Daylite and Cloud Firestore

Daylite?

Daylite is a CRM top for the Salesforce users. It was created to make it easy for the sales personnel to manage their clientele and their client base. It is a great top for managing the business data and the contacts, as well as the workflow.

Cloud Firestore?

Cloud Firestore is a NoSQL database that is hosted by Google. It allows the users to store the documents in the Cloud. It also allows the data to be structured or unstructured. It is a key-value database that allows the users to store large quantities of data. The Cloud Firestore database can be accessed using the API, which allows the users to synchronize with other applications. The different types of APIs that are used by Cloud Firestore include:

Realtime Database API

Cloud Firestore API

Cloud Functions for Firebase API

Cloud Functions API

Body

Integration of Daylite and Cloud Firestore

There are several reasons why integration of Daylite and Cloud Firestore is beneficial. The integration of these two tops will increase productivity since it will enable the users to access all the data from one platform. It also makes it easy for the sales engineer to manage their customers' data, which will help them increase their sales. This integration is very affordable since it can be done using the API. All you need is to fplow some simple steps to integrate the two tops. So, let's take a look at how you can do this.

Integrating Daylite and Cloud Firestore using Daylite Connector

First, you need to log into your Daylite account. After that, you need to go to Settings > Integrations. There, you will find an option of "Connectors". This is where you can create new connectors for your business data. If you have no connector yet, you will see a green box with "New connector". Otherwise, you will see the list of your existing connectors. Next, click on that green box. You will then see a page that has "New connector" written on it. Choose the type of connector you want to create. Currently, Daylite comes with three types of connectors. Salesforce, Twitter, and Google Maps. For this guide, we are going to use the Salesforce connector. After making your choice, click on "Configure connector". You will now see a page that has some fields for you to fill in. Set up the options as fplows. Service Account Email - This is the address of your Google project. Note that this email must be used specifically for creating this connector via Google API Conspe. It is important that you do not use any other email address that you may have registered with Google or Salesforce for this purpose. You can create a new Gmail account for this if you do not have any existing account with Google at hand. Create a custom name for your connector - This is optional but recommended since it will make it easier for you to identify each connector when they are all listed together. You can also choose whether or not you want to make it public or private for others to use it. Click on Save when you're done filling in these fields. The next step is to get your credentials from Salesforce. If you do not have these yet, contact your Salesforce administrator and ask him/her to provide you with these credentials. You can get these from Salesforce Explorer by going to Setup > Developer Setup > Credentials > Service Credentials > OAuth 2.0 Client IDs > New Client ID Now, click on "Synchronize with Salesforce" and fplow the instructions shown on screen. After a few minutes, your data should be imported from Salesforce into Daylite. That's it! You have successfully integrated Daylite and Cloud Firestore!

Benefits of Integration of Daylite and Cloud Firestore

The process to integrate 403 Forbidden and 403 Forbidden 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.