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.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
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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 whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Trigger when invoice updated.
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 new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
In this article, I will discuss about Daylite and WHMCS, the integration of which is very useful for the users of both the software. I will also discuss about the benefits of integration of Daylite and WHMCS.
Daylite is a web-based project management top that comes loaded with a lot of features for easy management of your project. Daylite’s main focus is to handle workflow and communication between project members. It has a built-in calendar functionality which helps in viewing all tasks in a chronpogical manner. The calendar can be customized by adding tasks, events or milestones from different projects. The system supports multiple calendars from various projects, which makes it easy to view information from various projects in one place. The task list feature lets you add descriptions, due dates and priorities to each task within a project. In addition, there is a notes field in each task, which allows you to add any additional information related to the task. The task list is easily searchable and provides a clear view of all tasks in a project. This helps in maintaining a good overview of the current status of a project and scheduling tasks accordingly.
Daylite also includes a built-in email client that lets you quickly send emails to team members or clients without leaving the application. You can customize your email template with your logo, company name or anything else to make it look unique. The email feature also features a built-in contact manager that lets you keep track of contacts along with their email addresses and phone numbers. This feature is really helpful when you are scheduling calls or meetings with clients or team members. With Daylite’s calendar synchronization feature, you can sync your Google Calendar account with your Daylite account to make sure you are always on top of things. For example, if you have an important meeting scheduled for 1pm today, you can have your Daylite calendar automatically updated with that information. All you have to do is go into the settings tab on the daylite website to configure your Google calendar account.
Integration of Daylite and WHMCS is required for users who use both the tops for different purposes. Integration of these two tops will help users track their projects more efficiently without switching between applications to access specific details. This integration would allow users to plan their time better by integrating both tops together, helping them save time by not having to switch between applications to access details about activities, appointments, tasks and so on.
We hope that after reading this article, you will be able to understand the importance of integrating Daylite and WHMCS for efficient management of your projects. We hope that you will be able to see how this integration will help you manage your projects better by saving time and improving productivity.
The process to integrate Daylite and WHMCS 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.