Integrate Odoo CRM with Daylite

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

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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.

Daylite Integrations

Best Odoo CRM and Daylite Integrations

  • Odoo CRM Integration Daylite Integration

    Odoo CRM + Daylite

    Create Opportunity for Person to Daylite from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Daylite Integration Create Opportunity for Person
  • Odoo CRM Integration Daylite Integration

    Odoo CRM + Daylite

    Update Task in Daylite when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Daylite Integration Update Task
  • Odoo CRM Integration Daylite Integration

    Odoo CRM + Daylite

    Update Appointment in Daylite when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Daylite Integration Update Appointment
  • Odoo CRM Integration Daylite Integration

    Odoo CRM + Daylite

    Create Task to Daylite from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Daylite Integration Create Task
  • Odoo CRM Integration Daylite Integration

    Odoo CRM + Daylite

    Create Appointment to Daylite from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Daylite Integration Create Appointment
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Daylite in easier way

It's easy to connect Odoo CRM + Daylite without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 Odoo CRM & Daylite Integrations Work

  1. Step 1: Choose Odoo CRM 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 Daylite 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 Odoo CRM to Daylite.

    (2 minutes)

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

Integration of Odoo CRM and Daylite

Odoo is a complete business management suite developed in Python, which consists of several modules. Having developed in Python, Odoo is considered as the most versatile and configurable ERP in the market. The Odoo modules are hosted on the Odoo public cloud or locally on the customer's own servers.

Daylite is an application that can be used to manage contacts, tasks, calendar events, notes, and email messages. It is used for integrating with other applications. Daylite can be used with Google Apps, Zimbra, or any IMAP account along with Google Calendar. It is completely free and open source unlike most of the other integrated apps. Although Daylite has the ability to integrate with Odoo, it does not have any native integration. But integrating with Odoo is very easy if you fplow this article below.

The integration between Daylite and Odoo can be achieved using ZX_UPDATE_CRM_RELATIONSHIP_TYPE Odoo API function. This function helps to update the relationship type between two instances of CRM entity objects. This function is used by Daylite to update relationship type between two instances of contact objects. The fplowing lines of code show how to use this function in your application:

zxcvbn = ZX_EXPORT ( crm , UPDATE_CRM_RELATIONSHIP_TYPE , ( crm_object1 , crm_object2 , crm_relation ). crm_object1 = crm . get ( 'contact' . crm_object2 = crm . get ( 'contact' . crm_relation = zxcvbn ( 'relation' , ( 'type' , 'parent' ). crm_relationship = zxcvbn ( 'relationship' , ( 'type' , 'rel' ). crm_object1 . get ( 'relationship' . . set ( crm_object2 , crm_relation . crm_object2 . get ( 'relationship' . . set ( crm_object1 , crm_relation )

  • Integration of Odoo CRM and Daylite:
  • Now, we will discuss how to do integration between Odoo and Daylite and implement its functionalities. The user interface of the application has been built using Webix UI components. The application is integrated with Daylite via Web Service calls. The fplowing screenshot shows the UI of the application:

    In the above screenshot, when the user clicks the ‘New Task’ button, he/she will be able to add a new task from the drop-down list. When the user clicks the ‘Search’ button, he/she will be able to search for a contact from the drop-down list. When the user clicks the ‘Edit’ button, he/she will be able to edit a contact from a form editor. When the user clicks the ‘Cancel’ button, he/she will return back to the previous screen without saving any changes made.

  • Benefits of Integration of Odoo CRM and Daylite:
  • The integration between Odoo CRM and Daylite provides the fplowing benefits:

    It increases productivity because users don’t have to switch from one application to another while working on a single task. They just have to stay in Daylite where they can manage their tasks easily without leaving it for other applications.

    because users don’t have to switch from one application to another while working on a single task. They just have to stay in Daylite where they can manage their tasks easily without leaving it for other applications. The integration also saves time because users don’t have to search for contacts in Daylite manually for adding them as contacts. They just need to click on the ‘Search’ button and choose contacts from whom they want to take assignments or who they want to assign work. The application will automatically fetch all contacts for them. It saves time because users don’t have to search for tasks in Daylite manually for completing them. They just need to click on the ‘Search’ button and choose tasks for which they want to take assignments or which they want to assign work. The application will automatically fetch all tasks for them.

    because users don’t have to search for contacts in Daylite manually for adding them as contacts. They just need to click on the ‘Search’ button and choose contacts from whom they want to take assignments or who they want to assign work. The application will automatically fetch all contacts for them. It saves time because users don’t have to search for tasks in Daylite manually for completing them. They just need to click on the ‘Search’ button and choose tasks for which they want to take assignments or which they want to assign work. The application will automatically fetch all tasks for them. The integration also increases productivity because users can now directly create tasks using Daylite without having to go through another application.

    because users can now directly create tasks using Daylite without having to go through another application. It saves time because users can now assign work directly using Daylite without having to go through another application. Users don’t have to search for tasks or assignees separately. Just one click or two clicks are enough for completing one task or assigning work respectively.

    The process to integrate Odoo CRM and Daylite 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.