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Integrate Daylite with ProfitWell

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

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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 ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

ProfitWell Integrations

Best ways to Integrate Daylite + ProfitWell

  • Daylite Integration ProfitWell Integration

    Daylite + ProfitWell

    Add Customer in ProfitWell when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    ProfitWell Integration Add Customer
  • Daylite Integration ProfitWell Integration

    Daylite + ProfitWell

    Churn Subscription in ProfitWell when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    ProfitWell Integration Churn Subscription
  • Daylite Integration ProfitWell Integration

    Daylite + ProfitWell

    Get Customer Info in ProfitWell when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    ProfitWell Integration Get Customer Info
  • Daylite Integration ProfitWell Integration

    Daylite + ProfitWell

    Upgrade or Downgrade Subscription in ProfitWell when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    ProfitWell Integration Upgrade or Downgrade Subscription
  • Daylite Integration ProfitWell Integration

    Daylite + ProfitWell

    Add Customer in ProfitWell when New Appointment is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    ProfitWell Integration Add Customer
  • 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 + ProfitWell in easier way

It's easy to connect Daylite + ProfitWell 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.

    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

  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

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

How Daylite & ProfitWell 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 ProfitWell 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 ProfitWell.

    (2 minutes)

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

Integration of Daylite and ProfitWell

  • Daylite?
  • Daylite is a business management software that helps companies to manage their sales and customer service operations. The software is used by small businesses, sales teams, and individuals. It is not just an accounting software but also has features like customer relationship management (CRM), contact management, project management, invoicing, expense tracking, time tracking, etc.

  • ProfitWell?
  • ProfitWell is a sales analytics platform which helps the sales team to perform better. It intelligently analyzes the data of your sales team and helps you to identify opportunities to optimize the performance. Moreover, ProfitWell automatically gives you actionable insights like personalized scorecards, prioritized list of opportunities to close deals, and suggestions on how to get more appointments with your prospects.

  • Integration of Daylite and ProfitWell
  • ProfitWell integrates seamlessly with Daylite. From within Daylite you can get all the required data like contacts, accounts, revenue, etc. You can also create reports in ProfitWell using data from Daylite. There is no need to manually enter data into ProfitWell; it will get the details automatically from Daylite.

  • Benefits of Integration of Daylite and ProfitWell
    • With integrated data from Daylite and ProfitWell, you can easily create reports and analyze the performance of your sales team and improve it accordingly. It will help you to increase the revenue and profits of your business.
    • The integration of data from Daylite and ProfitWell will help you to easily see the activities of your sales team like the number of calls made by them, the number of meetings held with prospects, the number of calls made by them to existing customers for renewal, etc. Moreover, you can also view the number of leads generated by each member of your sales team. This will help you to see if any member of your sales team is not performing as expected or they need to be replaced with someone else who can perform better.

    ProfitWell and Daylite are both powerful applications which help you to analyze and improve your business performance. However, integration of these two applications will help you to gain more insights regarding your sales team and hence improving it will be easier than before. Furthermore, this integration will reduce the efforts needed for such analysis as now you will not require logging into multiple applications to perform such analysis.

    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.