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Automate Integrations For Daylite With AI Agents and Assistants

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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.

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Here is a list of Daylite Triggers and Actions

  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Find Appointment

    Finds an existing appointment.

  • Find Company

    Finds an existing company.

  • Find Note

    Finds an existing note.

  • Find Opportunity

    Finds an existing opportunity.

  • Find Person

    Finds an existing person.

  • Find Project

    Finds an existing project.

  • Find Task

    Finds an existing task.

How to Integrate Daylite with Appy Pie Automate

Follow the steps below to start integrating Daylite using Appy Pie Automate:

  1. Go to Appy Pie Automate

  2. Create an account or login if you already have an account

  3. Search for the Daylite App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Daylite account API key

  6. Your Daylite app is now ready to integrate hundreds of apps supported on Appy Pie Automate.

  • Integration for Daylite

Step By Step Guide For Creating Integrations For Daylite

  1. To integrate Daylite at Appy Pie Automate, search and select the app from the app directory available at Connect. Now, select the service required and click the Continue button to move ahead with the integration.

  2. Click Connect an Account and enter the Email Address and Password for your registered Daylite account in the popup form at Appy Pie Automate. Click Sign In after providing the required details.

  3. Click Authorize to give the required permission of your integrated account to Connect.

  4. Click Continue to reconfirm the Daylite account integrated at Appy Pie Automate

Common Issues With Daylite At Appy Pie Automate

For now, there is no common issue related to the integration of Daylite at Appy Pie Automate. Kindly contact our support team online to get more information.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:24 am

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