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.
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 IntegrationsIt's easy to connect Daylite + Square without coding knowledge. Start creating your own business flow.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when a new appointment is created.
Triggers when a new customeer occurred.
Triggers when a new order is created.
Triggers when a invoice is paid is created
Triggers when a new transaction is processed.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Creates a customer.
Creates an order.
Creates or updates the target CatalogObject
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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 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.
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.
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.