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pipelinedeals + Daylite Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

About Daylite

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.

Daylite Integrations

Best ways to Integrate pipelinedeals + Daylite

  • pipelinedeals Daylite

    pipelinedeals + Daylite

    Create Opportunity for Person from Daylite from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Daylite Create Opportunity for Person
  • pipelinedeals Daylite

    pipelinedeals + Daylite

    Update Task in Daylite when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Daylite Update Task
  • pipelinedeals Daylite

    pipelinedeals + Daylite

    Update Appointment in Daylite when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Daylite Update Appointment
  • pipelinedeals Daylite

    pipelinedeals + Daylite

    Create Task from Daylite from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Daylite Create Task
  • pipelinedeals Daylite

    pipelinedeals + Daylite

    Create Appointment from Daylite from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Daylite Create Appointment
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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

How pipelinedeals & Daylite Integrations Work

  1. Step 1: Choose pipelinedeals 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 pipelinedeals to Daylite.

    (2 minutes)

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

Integration of pipelinedeals and Daylite

This report is an overview of pipelinedeals and Daylite. It is important to know the integration of pipelinedeals with Daylite. It is very helpful for us, especially for those who are making decisions about which EHR system to choose. This report will also explain benefits of integration of pipelinedeals with Daylite.

Integration of pipelinedeals and Daylite

Pipelinedeals helps physicians to manage their patients’ electronic medical records. It offers a cloud-based spution for health care providers. With pipelinedeals, health care providers can be able to use it anywhere, anytime, even without internet access. This means there are no capital expenditures or IT department costs. Physicians can have access to their data, wherever they are.

Integration of pipelinedeals with Daylite allows physicians to have complete information on two different EHR systems. This is possible by using the pre-built integration between pipelinedeals and Daylite. The integration allows physicians to have all their patients’ data in one place. It saves physicians’ time because they do not need to log into two EHR systems to find out information about their patients.

Benefits of Integration of pipelinedeals and Daylite

There are many benefits of pipelinedeals and integration of pipelinedeals with Daylite software. Some of them are as fplows:

  • Quality data – All patient data can be found in one place, thanks to the integration of pipelinedeals with Daylite. The quality of data increases because the EHR system is able to provide complete and accurate patient information.
  • Faster and more efficient – With the integration of pipelinedeals and Daylite, physicians can find the information they need to treat their patients faster and more efficiently because they can find all their patient data in one place. This makes it easier for them to treat their patients.
  • Accessibility – It is easy to access all patient data because it is available online, so it does not require any IT personnel or capitalization investment to install the software and hardware needed for this purpose.
  • Less work – Without the hassle of logging into two different EHR systems, physicians will be able to save time and effort by using pipelinedeals and Daylite to manage their patients’ medical records.

In conclusion, there are many benefits from the integration of pipelinedeals and Daylite software. They include quality data, faster and more efficient work, accessibility, and less work that requires no IT personnel or capitalization investment.

The process to integrate pipelinedeals 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.