Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.
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
Zoho Books + DayliteCreate Opportunity for Person to Daylite from New Item in Zoho Books Read More...
Zoho Books + DayliteUpdate Task in Daylite when New Item is created in Zoho Books Read More...
Zoho Books + DayliteUpdate Appointment in Daylite when New Item is created in Zoho Books Read More...
It's easy to connect Zoho Books + Daylite without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
As a growing business, you need to keep track of your company’s day-to-day financial operations. You also need to know the right amount of inventory to keep in stock to meet demand. For both these reasons, you need accurate and timely financial reporting to help you make the right decisions.
Zoho Books is just what you need. It is an online accounting application that helps you manage your accounts payable and receivable, payrpl, and other financial transactions. It has many features that are useful for small businesses.
Daylite is yet another online application from Zoho, but this one focuses more on project management. Daylite helps you plan your projects by providing a centralized location where you can keep all the relevant project information. You can use Daylite to create, assign, and track tasks; capture time spent by your employees; and create reports.
Integration of Zoho Books and Daylite makes it easier for businesses to manage their businesses in an integrated manner without having to use multiple applications. They can now effectively manage their finances, projects, and other critical activities within one application called Zoho Projects.
For example, with the integration of Daylite and Zoho Projects, you can manage projects like building a website using Daylite to manage tasks and assign them to individual employees, while Zoho Projects will be used to track time spent working on each task and project overall.
Another benefit of the integration between Daylite and Zoho Projects is the fact that all the financial data of your company is being managed by Zoho Books. This means your financials are always up-to-date. With this accurate information, you get a better idea of how much money is coming into your company and how much is going out. This helps you make smarter business decisions that affect your bottom line.
In conclusion, if your business deals with finances, time tracking, or project management, then Zoho Books and Daylite integration will be a great help to you. It will help you save time on managing your business while getting more accurate reports out of your data.
The process to integrate Zoho Books 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.