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Integrate Daylite with Plaid

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

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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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Daylite + Plaid

  • Daylite Integration MailChimp Integration

    Daylite + MailChimp

    Add new Daylite people to a Mailchimp mailing list Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    If you use Daylite and Mailchimp together, you can use Appy Pie Connect automation to automatically add new people from Daylite into Mailchimp subscriber lists automatically as soon as they’re created. Appy Pie Connect’s Daylite integration allows you to automatically add new people added to Daylite to Mailchimp mailing lists. After configuring this integration, when a user is added in Daylite, they are automatically added to a new list inside your MailChimp account.
    How This Daylite-MailChimp Integration Works
    • A new people is created on Daylite
    • Appy Pie Connect adds them to a Mailchimp mailing list
    What You Need
    • Daylite account
    • Mailchimp account
  • Daylite Integration Google Sheets Integration

    Daylite + Google Sheets

    Add new rows in Google Sheets for Daylite tasks Read More...
    Close
    When this happens...
    Daylite Integration New Task
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
    Connect Daylite and MailChimp to automate the process of adding new Daylite contacts or groups to your existing Mailchimp mailing lists. Our easy-to-use interface allows you to quickly integrate both applications so they work together. After setting this integration, Appy Pie Connect will automatically create new rows to Google Sheets for new Daylite tasks.
    How This Daylite- Google Sheets Integration Works
    • A new task is created on Daylite
    • Appy Pie Connect creates a new row on Google Sheets
    What You Need
    • Daylite account
    • Google Sheets account
  • Daylite Integration Gmail Integration

    Daylite + Gmail

    Create Draft to Gmail from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Gmail Integration Create Draft
  • Daylite Integration Gmail Integration

    Daylite + Gmail

    Send Email in Gmail when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Gmail Integration Send Email
  • Daylite Integration Gmail Integration

    Daylite + Gmail

    Create Label to Gmail from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Gmail Integration Create Label
  • 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 + Plaid in easier way

It's easy to connect Daylite + Plaid 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 Item

    Triggers when a new item is created.

    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 payment recipient

    Create a new payment recipient

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

How Daylite & Plaid 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 Plaid 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 Plaid.

    (2 minutes)

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