Integrate Daylite with Magento 2.X

Appy Pie Connect allows you to automate multiple workflows between Daylite and Magento 2.X

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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 Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

Magento 2.X Integrations
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Best Daylite and Magento 2.X Integrations

  • Daylite Integration Magento 2.X Integration

    Daylite + Magento 2.X

    Create Sales Order Comment to Magento 2.X from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Magento 2.X Integration Create Sales Order Comment
  • Daylite Integration Magento 2.X Integration

    Daylite + Magento 2.X

    Create Sales Order Invoice to Magento 2.X from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Magento 2.X Integration Create Sales Order Invoice
  • Daylite Integration Magento 2.X Integration

    Daylite + Magento 2.X

    Create Category to Magento 2.X from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Magento 2.X Integration Create Category
  • Daylite Integration Magento 2.X Integration

    Daylite + Magento 2.X

    Create Customer to Magento 2.X from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Magento 2.X Integration Create Customer
  • Daylite Integration Magento 2.X Integration

    Daylite + Magento 2.X

    Create Product to Magento 2.X from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Magento 2.X Integration Create Product
  • 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 + Magento 2.X in easier way

It's easy to connect Daylite + Magento 2.X 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 Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

    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 Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

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

How Daylite & Magento 2.X 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 Magento 2.X 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 Magento 2.X.

    (2 minutes)

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

Integration of Daylite and Magento 2.X

  • Daylite?
  • Daylite is a CRM system that comes with a lot of features. It allows small and medium businesses to keep all their information in one place, accessible from anywhere on any device. The system comes with a calendar, tasks, contacts, email templates, and more. It also allows users to create projects that can be shared with others. All communications are kept within the system, without the need for emails or any other additional apps.

  • Magento 2.X?
  • Magento 2.X is a platform for eCommerce with a lot of flexibility and powerful tops. It allows businesses to create a web store with a variety of options and capabilities. Magento 2.X is customizable with a wide range of extensions and modules. It can be integrated with Daylite with ease, allowing the CRM system to be used as a front-end for eCommerce.

  • Integration of Daylite and Magento 2.X
  • Integration of Daylite and Magento 2.X is simple because they both have open APIs. Daylite has its own API protocp which is known as D2C (Daylite to Cloud), while Magento 2.X uses all three major protocps – REST, XML, and SOAP. The two systems also come with an app that can be installed on mobile devices like smartphones or tablets. These apps allow users to access the entire system through one convenient interface.

  • Benefits of Integration of Daylite and Magento 2.X
  • The integration of Daylite and Magento 2.X makes the use of both systems much more practical for small and medium businesses. The main benefit is convenience. With the integration of these two systems, businesses do not need to use multiple systems to run their operations efficiently. They only need to use one system for everything – whether it is an eCommerce site or their internal operations. The use of one system also saves time because users only need to learn one interface instead of learning how to use multiple systems. The other benefits include:

    • Easy data management – this is possible because the two systems allow users to view all related information in one place. This would save them time since they do not need to go back and forth between multiple systems just to find out information about their employees or clients. Everything will be in one place so they do not need to use other systems or software packages to find what they are looking for.
    • Easy communication – this happens because messages will also be kept in one place because both systems support the use of messages to keep track of information about contacts, clients, sales, etc. Businesses do not need to look at different inboxes every time they want to communicate with someone. They can simply refer to messages because messages are archived in one place.
    • Easy workflow – workflow becomes easier because messages are archived in one place, making it easy for businesses to consult messages when they need to determine the status of something or conduct an audit for compliance purposes. Also, messages are archived in one place so users do not have to worry about missing messages or getting messages that have been deleted by other people. Finally, messages are archived in one place so users will not have to worry about messages being lost due to technical problems or computer crashes.

    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.