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Daylite + Freshdesk Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best ways to Integrate Daylite + Freshdesk

  • Daylite Freshdesk

    Daylite + Freshdesk

    Create Contact to Freshdesk from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Freshdesk Create Contact
  • Daylite Freshdesk

    Daylite + Freshdesk

    Create Ticket to Freshdesk from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Freshdesk Create Ticket
  • Daylite Freshdesk

    Daylite + Freshdesk

    Create Contact to Freshdesk from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    Freshdesk Create Contact
  • Daylite Freshdesk

    Daylite + Freshdesk

    Create Ticket to Freshdesk from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    Freshdesk Create Ticket
  • Daylite Freshdesk

    Daylite + Freshdesk

    Create Contact to Freshdesk from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite New Opportunity
     
    Then do this...
    Freshdesk Create Contact
  • Daylite {{item.actionAppName}}

    Daylite + {{item.actionAppName}}

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

It's easy to connect Daylite + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    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 Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Daylite & Freshdesk 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 Freshdesk 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 Freshdesk.

    (2 minutes)

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

Integration of Daylite and Freshdesk

In this article, I will give a brief introduction to Daylite and Freshdesk. Daylite is an online office suite available from the company, Quform Software Inc. Freshdesk is a customer support service provided by Freshworks Inc. In this article, I will discuss how the two applications, Daylite and Freshdesk, can be integrated with each other.

Briefly describe what these products do:

Daylite is a cloud-based business management software that allows users to manage the most important aspects of their business right from a single place. Users can access Daylite from any device using a web browser. Users can create tasks, events, contacts, projects, etc., from the platform. Users can also add attachments to any items.

Freshdesk is a customer support service provided by Freshworks Inc. It helps companies to manage customer support operations. Users can create tickets, assign them to agents or teams, send updates to customers, etc., using the system. They can also create custom reports based on several parameters.

How could these products be integrated? What are the advantages of this integration?

Daylite and Freshdesk can be integrated using several methods. For example, Daylite can be integrated with Freshdesk using Zapier. By integrating Daylite to Freshdesk with Zapier, users can create leads/tickets based on entities like records in Daylite. For example, users can create leads/tickets for records like Contacts, Projects, Task etc., in Daylite.

Another method of integrating Daylite and Freshdesk invpves forwarding emails to Freshdesk automatically after they are sent to specific email addresses in Daylite. Users can set up automated workflows between Daylite and Freshdesk so that records created in one application get automatically pushed to the other application. For example, records created in Daylite can be pushed to Freshdesk, where agents or managers can then view them and respond accordingly. This integration makes it easier for agents or managers to review records created in Daylite and respond accordingly.

The integration of Daylite and Freshdesk allows users to create leads/tickets for supporting team members when appropriate. For example, when users create a task in Daylite, they can choose whether they want to assign it to themselves or other members in the team. If they assign it to someone else in the team, they can also include a note which contains information about the task. When this task is created in Daylite, it will automatically be created in Freshdesk as well along with the note attached to it. This feature can help users manage tasks effectively even when they are not around at the time of creation. There are many other ways in which this integration can benefit users.

In conclusion, I have discussed how Daylite and Freshdesk can be integrated with each other. The integration of these two applications allows users to manage their business more effectively by allowing them to create tickets or leads for supporting team members when appropriate.

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.