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 cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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 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 Credit Notes
Triggers every time a new credit note 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 Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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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 Bill
Creates a new bill.
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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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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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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
This article will discuss the benefits of Zoho Books and Daylite integration. Zoho Books is a cloud accounting software that connects to bank accounts and reconciles them into the software.
Zoho Books automatically extracts data from bank accounts and credits it to the business’s accounting module. It also allows users to generate reports and send invoices online. In addition, Zoho Books allows importing and exporting data in multiple formats such as text, CSV, Excel and XML.
Daylite is a CRM software that helps companies manage their customer information. Zoho books can integrate with other Zoho applications such as Mail and Office applications, or even with Google apps.
Integrating Zoho Books with Daylite is beneficial for businesses in various ways. It allows companies to streamline their accounting processes as well as maintain their customer details in one place.
Zoho Books exports data to Daylite automatically; therefore, there is no need for manual entry. This allows users to focus on more important tasks like sales and marketing instead of entering the same data repeatedly.
In addition, Zoho Books allows users to create a report of all invoices sent by their business. This way, they can monitor their business performance easily.
Zoho Books allows companies to integrate their financial management software with their CRM software seamlessly. Integration of these two applications helps businesses reduce time-consuming tasks like manual entry and generation of reports.
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.
