Integrate Square with Daylite
Appy Pie Connect allows you to automate multiple workflows between Square and Daylite
- No code
- No Credit Card
- Lightning Fast Setup
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.
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 IntegrationsBest ways to Integrate Square + Daylite
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Square + Daylite
Create Opportunity for Person to Daylite from New Customer in SquareUp Read More...When this happens...
New Customer
Then do this...
Create Opportunity for Person
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When this happens...
New Customer
Then do this...
Update Task
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Square + Daylite
Update Appointment in Daylite when New Customer is created in SquareUp Read More...When this happens...
New Customer
Then do this...
Update Appointment
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When this happens...
New Customer
Then do this...
Create Task
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When this happens...
New Customer
Then do this...
Create Appointment
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Square + Daylite without coding knowledge. Start creating your own business flow.
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New Appointment
Triggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
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Appointment Updated
Triggers when a new appointment is updated in Daylite.
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Company Updated
Triggers when a new company is updated in Daylite.
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Form Updated
Triggers when a Daylite form is updated.
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New Appointment
Triggers when a new appointment is created in Daylite.
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New Company
Triggers when a new company is created in Daylite.
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New Form
Triggers when a new form is created in Daylite.
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New Note
Triggers when a new note is created in Daylite.
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New Opportunity
Triggers when a new opportunity is created in Daylite.
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New Person
Triggers when a new person is created in Daylite.
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New Project
Triggers when a new project is created in Daylite.
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New Task
Triggers when a new task is created in Daylite.
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Opportunity Updated
Triggers when a new opportunity is updated in Daylite.
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Person Updated
Triggers when a new person is updated in Daylite.
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Project Updated
Triggers when a new project is updated in Daylite.
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Task Updated
Triggers when a new task is updated in Daylite.
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Updated Note
Triggers when a new note is updated in Daylite.
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Create Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
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Create Appointment
Creates a new appointment.
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Create Company
Creates a new company.
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Create Note
Creates a new Note.
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Create Opportunity
Creates a new Opportunity.
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Create Opportunity for Person
Creates a new opportunity associated with a person or company.
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Create Person
Creates a new person and optionally an associated company.
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Create Project
Creates a new Project.
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Create Task
Creates a new task.
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Update Appointment
Modifies an appointment.
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Update Company
Modifies a company
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Update Opportunity
Modifies an opportunity.
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Update Person
Modifies a person.
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Update Project
Modifies a project.
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Update Task
Modifies a task
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How Square & Daylite Integrations Work
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Step 1: Choose Square as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Daylite as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Square to Daylite.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Square and Daylite
Square
Square was founded in 2009 by Jack Dorsey, a co-founder of Twitter. The company’s mission is to allow anyone to accept credit card payments on the go. Square allows people to accept payments by swiping cards through a dongle attached to an iPhone or iPad, or through a card reader that attaches to a mobile device.
Square is used by small businesses and individuals to take payments through its free app, which can also manage inventory. Businesses can use Square to keep track of sales and employees’ work hours as well.
Daylite
Daylite is a business management software for small and medium-sized businesses (SMBs. that use Salesforce.com’s cloud-based CRM product. It has a calendar, email, tasks, contacts, reporting and task management features, as well as its own email client.
Integration of Square and Daylite
Integration of Square and Daylite will be beneficial for both the companies. Square will benefit from the integration because it increases sales while lowering costs. Daylite will benefit because it will gain revenue from the new business users it acquires from the integration. Both companies will also benefit indirectly from each other. For example, Square will benefit from the additional revenue from the new customers who sign up for Daylite’s services and Daylite will benefit from the increased traffic Square will receive as a result of integrating with Daylite.
Benefits of Integration of Square and Daylite
This integration will provide benefits for both companies. The integration will increase revenue for Square and drive down their costs since they are using the same platform for their sales, customer service and accounting activities. It will also create economies of scale since they share resources and tops, such as customer data and payment processing. This integration will lower costs for Square while increasing revenue at the same time.
On the other hand, this integration will give Daylite access to more customers through Square’s large user base. In addition, there will be an increase in revenue due to an increase in customers interested in Daylite’s services. This integration will also make it easier for both companies to cross-sell each other’s products because they already have built a relationship with each other.
The process to integrate Square 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.
