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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.
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
It's easy to connect Zoho Invoice + Daylite without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
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 point of contact for a specific contact.
Creates a new invoice.
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
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.