Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.
Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.Colligso TextIn Integrations
Daylite + Colligso TextInGet Permission in textin when New Person is created in Daylite Read More...
Daylite + Colligso TextInGet Permission in textin when New Appointment is created in Daylite Read More...
Daylite + Colligso TextInCreate Customer to textin from New Appointment in Daylite Read More...
It's easy to connect Daylite + Colligso TextIn 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.
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
Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.
Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.
Get opt-in for marketing
Hello, my name is Scott and I am a graduate student at UC Berkeley. I am studying to be a Speech-Language Pathpogist. I have been using Daylite for about 6 years now. I have loved using the program because it has allowed me to track all of my progress in my clinical setting. I also currently use Cpligso TextIn which I will explain later. I would really like to be able to integrate these two programs into one working account.
I have not yet used Daylite in a non-clinical setting, whether it be in class or at home. I feel that this is a great opportunity to see how the program can be used in a non-clinical setting. I know that there are many other SLPs who use Daylite in their clinical setting, but I know very few who use it for other things. I am hoping to get other SLPs’ input on how they utilize their Daylite accounts in different settings (work/home.
I want to evaluate the current integration between Daylite and Cpligso TextIn. Currently, if you log into your Cpligso TextIn account, it will ask you to create an account for Daylite, or if you already have one it will log you into that one. I want to test how easy it is for someone who does not know what Daylite is to get started using this service.
I am still working out the details on how I will do this evaluation. I think that I will take my device over to the local Apple Store inside the mall. I will write down the steps needed to create an account and then compare them with the steps needed for Daylite users to integrate their accounts together.
I am hoping to create another document that has screenshots of the steps that users need to take in order to integrate their accounts together. The images will be taken on an iPhone, so they may not be as clear as if they were taken on a computer.
I want to determine what benefits users can benefit from integrating their accounts together. There are many benefits that come from using both of these services at the same time. This will make it easier for users to stay organized and keep track of all of their tasks in a timely manner. Since both services are cloud based, users can access them from anywhere with an internet connection. This will allow users to view their goals and tasks from anywhere without having to download the apps onto their phone. This also allows users to access their account from a computer, which may be easier for some users than using a mobile device. In addition, they can use multiple devices at once, such as a laptop and a phone, if they have both apps installed on each device.
In my opinion, this integration is better than having separate accounts for both programs because it allows users to access all of their data in one place without having to login and out whenever they switch from one program to another. It also makes it easier for users who need access to the same data from multiple devices without having to install both apps on each device. With two separate accounts, it would require more work by the user in order to ensure that their data is up-to-date across both accounts since they would need to login and out on each account periodically. This integration also allows users to utilize both apps simultaneously without having two separate accounts on two separate platforms. Users can use both apps while accessing one account and can easily switch back and forth between them when needed.
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