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Integrate Xero with Daylite

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

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  • Lightning Fast Setup
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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

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 Xero and Daylite Integrations

  • Xero Integration Daylite Integration

    Xero + Daylite

    Create Opportunity for Person to Daylite from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Daylite Integration Create Opportunity for Person
  • Xero Integration Daylite Integration

    Xero + Daylite

    Update Task in Daylite when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Daylite Integration Update Task
  • Xero Integration Daylite Integration

    Xero + Daylite

    Update Appointment in Daylite when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Daylite Integration Update Appointment
  • Xero Integration Daylite Integration

    Xero + Daylite

    Create Task to Daylite from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Daylite Integration Create Task
  • Xero Integration Daylite Integration

    Xero + Daylite

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

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • 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 Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • 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 Xero & Daylite Integrations Work

  1. Step 1: Choose Xero 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 Xero to Daylite.

    (2 minutes)

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

Integration of Xero and Daylite

Xero

Xero is an accounting system. It is a cloud-based accounting software that has been developed by a New Zealand company. The company was developed in 2006 and has been developed based on the experience gained from previous software used by the company. The company is a global firm that specializes in the development of applications for small and medium-sized businesses, as well as large enterprises.

The company has been certified as a partner with Google Apps for Work. In addition, Xero has been certified as a partner with Salesforce.com. Therefore, the company has been able to provide integration between its own platform and those of these two companies.

Daylite

Daylite is an application that has been created for professionals who wish to manage their daily tasks and appointments using their smartphones and tablets. With this application, users can access their appointments and tasks on their mobile devices and also sync data to their desktop computers and laptops. One of the main benefits of using this application is that it helps users to improve their productivity since they can easily handle their appointments and tasks. Furthermore, this application makes it easy for users to stay connected with their customers and suppliers through reminders and notifications.

Integration of Xero and Daylite

Xero and Daylite form a powerful combination, which enables users to save time and money. The major benefit of using Xero and Daylite is that they integrate seamlessly into one another to enable users to manage their accounting and task management activities without having to switch between different platforms. This interoperability makes it easier for users to perform their tasks more efficiently and effectively.

Benefits of Integration of Xero and Daylite

This integration features several benefits for users, some of them include:

The process to integrate Xero 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.