Daylite + Calendly automation
Stop trading emails back and forth with your clients
when they want to schedule an appointment with you!
most
popular
Daylite + Zoom automation
Not quite ready for a full online scheduling solution?
Let's do a simpler automation...
this one automatically schedules Zoom Meetings
when a new Daylite Appointment is created!
Daylite Lead
Qualification automation
Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry
new Daylite Person categorized as Lead
create lead qualification Task, and when Person categorized as Qualified create an Opportunity
Daylite + Slack automation
Keep your team in the loop on Project or Opportunity activity
by integrating Daylite with Slack!
Daylite Opportunity + Project automation
Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry
an Opportunity's status changes to Won
automatically triggers a new Project
Daylite + Trello automation
Send Tasks to your clients and non-Daylite team members
by integrating Daylite with Trello!
Daylite Task Focus
Automation
Stay focused on the Task and get it done
by alternating work intervals with restorative breaks
Freshdesk Tickets + Salesforce Cases automation
When a new Freshdesk Ticket is created,
create a Salesforce Case for the Contact
when a new Salesforce Opportunity is created
create a Daylite Opportunity for the Salesforce Account [ie Company] in Daylite
Salesforce Opportunity + Daylite Opportunity
automation