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Integrate Daylite with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Daylite + SharePoint

  • Daylite Integration Daylite Integration

    SharePoint + Daylite

    Create Opportunity for Person to Daylite from New List in SharePoint Read More...
    Close
    When this happens...
    Daylite Integration New List
     
    Then do this...
    Daylite Integration Create Opportunity for Person
  • Daylite Integration Daylite Integration

    SharePoint + Daylite

    Update Task in Daylite when New List is created in SharePoint Read More...
    Close
    When this happens...
    Daylite Integration New List
     
    Then do this...
    Daylite Integration Update Task
  • Daylite Integration Daylite Integration

    SharePoint + Daylite

    Update Appointment in Daylite when New List is created in SharePoint Read More...
    Close
    When this happens...
    Daylite Integration New List
     
    Then do this...
    Daylite Integration Update Appointment
  • Daylite Integration Daylite Integration

    SharePoint + Daylite

    Create Task to Daylite from New List in SharePoint Read More...
    Close
    When this happens...
    Daylite Integration New List
     
    Then do this...
    Daylite Integration Create Task
  • Daylite Integration Daylite Integration

    SharePoint + Daylite

    Create Appointment to Daylite from New List in SharePoint Read More...
    Close
    When this happens...
    Daylite Integration New List
     
    Then do this...
    Daylite Integration Create Appointment
  • 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 + SharePoint in easier way

It's easy to connect Daylite + SharePoint 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 Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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

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

How Daylite & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Daylite and SharePoint

Daylite

Daylite is a web-based Personal information management (PIM. software which is designed for individuals. Daylite allows users to manage their contacts, email, calendar, tasks, notes, etc. It also has many other features like project management, task management, customer relationship management, document management, time tracking, etc. It helps users to make the most of their emails and other information by making them available on their desktop, anywhere, anytime.

SharePoint

SharePoint is an enterprise web-based cplaboration platform developed by Microsoft Corporation. It is a platform that allows organizations to share documents and information in a secure way. It is used by millions of companies across the globe for cplaboration within and with customers and suppliers.

Integration of Daylite and SharePoint

When you integrate Daylite and SharePoint together it provides a seamless experience for end-users. Users can use the same data with full synchronization between the two applications. Information can be created and updated in one application and then viewed in another application. For example, if you create a contact in Daylite and then change the address, the changes will automatically be reflected in the SharePoint Contacts list. And vice versa.

The integration of Daylite and SharePoint also helps in improving productivity because users do not have to switch between applications to check information or update/edit information. With Daylite and SharePoint integration users just need to access the same data from either Daylite or SharePoint and then work on it without having to switch applications.

Benefits of Integration of Daylite and SharePoint

Some of the benefits of integrating Daylite and SharePoint include:

  • Lower training costs. When you integrate Daylite and SharePoint together, there is no need for you to train your employees on how to use the two different applications. One training session will cover both applications. Employees can get used to using both applications quicker because they will see similar screens in both applications. This means that employees do not have to switch applications every time they want to perform a certain action. This helps in improving employee productivity because employees will not have to go through any learning curve when they start using these two applications. They will be able to start working immediately after completing the training sessions.
  • Lower support costs. Since more employees are using the same application for cplaboration, there will be lesser support calls coming from your employees. When your employees have less chance of encountering bugs or errors while using these two applications, they will have less chance of contacting the support department for sputions. Lower support costs also mean more savings for your company because it does not have to spend money on hiring more support staff or paying for expensive support tickets.
  • Lower costs of ownership. When you integrate Daylite and SharePoint together, you reduce total cost of ownership for your company because you have only two applications instead of four or more applications that are required if you did not integrate Daylite with SharePoint together. You will need fewer servers because there are fewer applications that will be hosted on the servers. And when your servers are hosting fewer applications, they operate better because there is less load on them because there are fewer applications running on them at any given time. You will also need fewer licenses because there are fewer applications to license. You will need fewer desktops because there are fewer applications installed on desktops. All these contribute to lowering total cost of ownership for your organization.

The process to integrate Daylite and SharePoint 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.