Zoho Books + Daylite Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Daylite
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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.
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 IntegrationsBest ways to Integrate Zoho Books + Daylite
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Zoho Books + Daylite
Create Opportunity for Person to Daylite from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Opportunity for Person
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Zoho Books + Daylite
Update Task in Daylite when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Update Task
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Zoho Books + Daylite
Update Appointment in Daylite when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Update Appointment
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When this happens...
New Item
Then do this...
Create Task
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When this happens...
New Item
Then do this...
Create Appointment
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Daylite without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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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 Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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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
How Zoho Books & Daylite Integrations Work
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Step 1: Choose Zoho Books 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 Zoho Books 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 Zoho Books and Daylite
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.
