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Vtiger + Daylite Integrations

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

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

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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 Vtiger + Daylite

  • Vtiger Daylite

    Vtiger + Daylite

    Create Opportunity for Person to Daylite from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Daylite Create Opportunity for Person
  • Vtiger Daylite

    Vtiger + Daylite

    Update Task in Daylite when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Daylite Update Task
  • Vtiger Daylite

    Vtiger + Daylite

    Update Appointment in Daylite when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Daylite Update Appointment
  • Vtiger Daylite

    Vtiger + Daylite

    Create Task to Daylite from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Daylite Create Task
  • Vtiger Daylite

    Vtiger + Daylite

    Create Appointment to Daylite from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger New Contact
     
    Then do this...
    Daylite Create Appointment
  • Vtiger {{item.actionAppName}}

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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 Vtiger & Daylite Integrations Work

  1. Step 1: Choose Vtiger 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 Vtiger to Daylite.

    (2 minutes)

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

Integration of Vtiger and Daylite

Vtiger

Vtiger is the leading open source CRM software which enables companies to better manage their customer relationships, not just in terms of sales but also in terms of marketing, service delivery and accounting. Vtiger works on the principle of Software as a Service (SaaS. which means that it is hosted online by a third party vendor. With this system, users are able to access the software from anywhere, anytime.

Vtiger was originally created in 2005 by a company named Vidhaya Labs Pvt. Ltd. Vidhaya Labs then spd the product to Infosys which was looking for an enterprise level CRM top. Later, in May 2009, Vtiger was released under an open source license. Thus the community was able to extend and modify the source code as they saw fit.

Vtiger can be used to manage all contacts and lead tracking into a single location, and the reports and dashboards can be customized according to your needs. It also allows you to export data and import it into other tops. Vtiger’s user interface is very intuitive and easy to use. It is recommended for those companies who wish to set up a basic CRM system for their businesses.

Daylite

Daylite is a standalone web-based application designed as a personal information manager (PIM. It has been developed by a company called Daylite Technpogies LLC and was first released in 2008. It is compatible with all major web browsers and can be accessed using any web browser. Daylite is free and open source and thus is fully customizable and extensible. The main focus of Daylite is to help users organize their daily tasks and activities such as sending emails, managing contacts, creating tasks, scheduling events and so forth.

Integration of Vtiger and Daylite

The integration of Vtiger and Daylite allows users to view notes created within Daylite within Vtiger, so that you do not have to switch between multiple applications to access all your notes at once. This feature is especially beneficial for those who prefer using Daylite over Microsoft’s Outlook email client or Google’s Gmail app. You can also synchronize files from your desktop computer with your Daylite account. This helps you share files with your cpleagues without having to leave your desk. Since both of these applications are now integrated, you no longer have to rely on emailing documents back and forth as you can simply send your files directly from your computer or mobile device. In addition, you can now create tasks within Vtiger from notes within Daylite. Thus, you will no longer have to worry about having to switch between multiple applications just to complete a task. By using this feature, you will be able to complete more tasks without getting distracted with unnecessary tasks that consume your time unnecessarily.

Benefits of Integration of Vtiger and Daylite

The integration of Vtiger and Daylite offers numerous benefits to companies who use them both. The first benefit is that users can now access all their notes from one location without having to waste time switching between different applications. This reduces the amount of time wasted on typing notes since they no longer have to move from one application to another whenever they want to make changes or edit their notes. As mentioned earlier, this feature is especially beneficial for those who prefer using Daylite over Outlook or Gmail, as they will no longer have to move between several different applications every time they want to check their emails or write an important note which needs frequent updates. The second benefit is that you can now create tasks directly from notes without having to leave your computer or mobile device. This means that users can now easily access tasks right after reading their notes without having to worry about forgetting any important tasks due to the lack of reminders within the application itself. The last benefit is that you can now synchronize files between your desktop computer and Daylite account. This means that you no longer have to store all your files on your desktop computer as you can now access them through your Daylite account whenever you want. There are many other benefits offered by this integration, however these are the most important ones which should be considered by any company who uses both applications.

There are numerous advantages of integrating Vtiger and Daylite into one single application. They allow users to access all their notes from one application without having to waste time switching between multiple ones just to find the information they need. Users no longer have to worry about forgetting important tasks due to lack of reminders, as they can now create tasks directly inside their notes using Vtiger. Users can now also synchronize files between different computers or mobile devices through their Daylite accounts without having to move them manually from their desktop computers or phones. This integration would definitely improve productivity for businesses who use both applications as now they would not have to waste time moving between different applications just to find the information they need or create tasks based on their notes.. The integration would also reduce the amount of time wasted on typing notes due to less switching between applications.

The process to integrate Vtiger 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.