Integrate Daylite with Square

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

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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 Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Square Integrations
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Best Daylite and Square Integrations

  • Daylite Integration Square Integration

    Daylite + Square

    Create Customer to SquareUp from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Square Integration Create Customer
  • Daylite Integration Square Integration

    Daylite + Square

    Create Order to SquareUp from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Square Integration Create Order
  • Daylite Integration Square Integration

    Daylite + Square

    Create Customer to SquareUp from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Square Integration Create Customer
  • Daylite Integration Square Integration

    Daylite + Square

    Create Order to SquareUp from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Square Integration Create Order
  • Daylite Integration Square Integration

    Daylite + Square

    Create Customer to SquareUp from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Opportunity
     
    Then do this...
    Square Integration Create 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 + Square in easier way

It's easy to connect Daylite + Square 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 Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    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 Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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

How Daylite & Square 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 Square 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 Square.

    (2 minutes)

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

Integration of Daylite and Square

Daylite

Daylite is a project management software that allows businesses to plan, organize and manage the key projects of their company. It is a lightweight top that can be accessed through a mobile app, web browser or desktop application. The users can add tasks, track time and expenses and have flexible integrations so that they can customize the app according to their needs. The most distinguishing features of Daylite are its drag-and-drop capability for easy task adding, task list customization options, easy sharing and easy reporting capabilities.

Square

Square is a financial services provider that enables merchants to accept credit card payments using an accessible device. It was founded by Jack Dorsey in 2010 and has since then developed into a full-fledged financial infrastructure company. It offers multiple services including payment processing, point-of-sale software, customer loyalty software and payrpl.

Integration of Daylite and Square

By integrating Daylite with Square, these two companies can work together to develop a more streamlined business operation process. This integration will allow users to add items straight from the Square app into Daylite. Due to this integration, users will not have to switch between apps to accomplish different tasks but can use one single app for all operations. In addition, users will be able to view such data as time sheets, project costs and invoices from within Daylite. This integration will also enable the users to generate custom reports based on the data from both the apps. For instance, if the user wants to know about the project costs and time sheets for a particular client or task, he or she will be able to access all the relevant information from within a single app. This integration will not only allow users to complete tasks faster but will also help them keep their business organized and efficient.

Benefits of Integration of Daylite and Square

This integration will also benefit both companies by increasing the number of active clients. For example, Square users who want to track their project cost can add all their expenses within Daylite using the drag-and-drop feature of the app. This integration will also increase entrepreneur’s productivity as they will not have to switch between apps to add different types of tasks. In addition, this integration will also help streamline businesses’ workflow by allowing them to generate custom reports based on data from both apps. For example, if a business wants to know about their project cost and spendings related to a particular client or a group of clients, they would be able to generate such reports from within one single app thus saving time and effort in retrieving all the relevant data from different sources.

The process to integrate Daylite and Square 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.