Integrating Daylite with Microsoft Exchange by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Daylite and Microsoft Exchange
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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.
About Microsoft Exchange
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
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It's easy to connect Daylite + Microsoft Exchange without coding knowledge. Start creating your own business flow.
- Triggers
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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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Calendar Event StartCalendar Event Start
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New Calendar Event
New Calendar Event
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New Contact
New Contact
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New Email
New Email
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Updated Calendar Event
Updated Calendar Event
- Actions
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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
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Create Event
Create Event
How Daylite & Microsoft Exchange Integrations Work
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Step 1: Choose Daylite as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Exchange 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 Daylite to Microsoft Exchange.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.