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.
Cloud Firestore is a cloud-hosted, NoSQL database that your iOS, Android, and web apps can access directly via native SDKs.Cloud Firestore Integrations
Daylite + Cloud FirestoreCreate Cloud Firestore Document to Cloud Firestore from New Person in Daylite Read More...
Daylite + Cloud FirestoreCreate Cloud Firestore Document to Cloud Firestore from New Appointment in Daylite Read More...
Daylite + Cloud FirestoreCreate Cloud Firestore Document to Cloud Firestore from New Opportunity in Daylite Read More...
Daylite + Cloud FirestoreCreate Cloud Firestore Document to Cloud Firestore from New Company in Daylite Read More...
Daylite + Cloud FirestoreCreate Cloud Firestore Document to Cloud Firestore from New Task in Daylite Read More...
It's easy to connect Daylite + Cloud Firestore 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.
New Document Within a Firestore Collection
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
Creates a new document within a Cloud Firestore collection.
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 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
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.