Zoho Invoice + Daylite Integrations
Syncing Zoho Invoice with Daylite is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
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 IntegrationsIt's easy to connect Zoho Invoice + Daylite without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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Appointment UpdatedTriggers 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 Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
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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 Invoice & Daylite Integrations Work
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Step 1: Choose Zoho Invoice 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 Invoice 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 Invoice and Daylite
In this part, I would tell about Zoho Invoice and Daylite. Zoho is an online company that offers many products and services, one of which is Invoice. Zoho Invoice is a cloud-based application that offers invoice management for small businesses and companies with less than 100 employees. It allows users to create, send, and track invoices. Zoho Invoice can be used on computers, smartphones, and tablets. By using Zoho Invoice, a user can make their accounting activities easier. Daylite is a desktop application that also offers invoice management. Daylite has been around since 1999. Today, there are more than 150,000 users from around the world who use Daylite to manage their business processes. In addition, Daylite can connect with other apps, such as Excel. Daylite offers a desktop version that can be installed on a PC or Mac. Meanwhile, they have a web app for browsers, such as Chrome and Firefox.
In the second part of the outline, I will explain how Zoho Invoice and Daylite can be integrated. Zoho Invoice offers a connector for Daylite so users do not need to export data from Zoho Invoice into Daylite. To integrate Zoho Invoice and Daylite, users need to click on the “Add” button in Daylite. Then users will see a list of apps that can be integrated with Daylite. They should choose “Zoho Invoice” and fplow the instructions to set up the integration. Once the integration is set up, users can import all their invoices from Zoho Invoice into Daylite.
In the third part of the outline, I will explain some benefits of integrating Zoho Invoice and Daylite. First, it saves time because it is easy to transfer invoices from one app to another. Second, it is easy for users to access invoices because they don’t need to switch between apps. Third, it is helpful to organize invoices because it helps users organize invoices from multiple clients in one place. Finally, it helps users find un-paid invoices more easily because they don’t need to look through each transaction separately.
The process to integrate Zoho Invoice 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.
