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
![DayliteIcon_1065x1065.png](https://static.wixstatic.com/media/9472ca_1d1a29a680844eadba1b7a68eaf3dd8d~mv2.png/v1/fill/w_50,h_50,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/DayliteIcon_1065x1065.png)
new Daylite Person categorized as Lead
![zapier-logo_black-2022.png](https://static.wixstatic.com/media/9472ca_bca2b015729f4b0b8c22b299d8f79ab4~mv2.png/v1/fill/w_128,h_35,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/zapier-logo_black-2022.png)
![DayliteIcon_1065x1065.png](https://static.wixstatic.com/media/9472ca_1d1a29a680844eadba1b7a68eaf3dd8d~mv2.png/v1/fill/w_50,h_50,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/DayliteIcon_1065x1065.png)
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
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
![Salesforce_Logo_RGB_8_13_14.png](https://static.wixstatic.com/media/9472ca_e3643118e9844a9eb91549131dbcf126~mv2.png/v1/fill/w_88,h_62,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Salesforce_Logo_RGB_8_13_14.png)
when a new Salesforce Opportunity is created
![_brand_assets_images_logos_zapier-logo.p](https://static.wixstatic.com/media/9472ca_93180313bec340f29fccb6cbb87b6dc1~mv2.png/v1/fill/w_97,h_44,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/_brand_assets_images_logos_zapier-logo_p.png)
![DayliteIcon_1065x1065.png](https://static.wixstatic.com/media/9472ca_1d1a29a680844eadba1b7a68eaf3dd8d~mv2.png/v1/fill/w_50,h_50,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/DayliteIcon_1065x1065.png)
create a Daylite Opportunity for the Salesforce Account [ie Company] in Daylite
Salesforce Opportunity + Daylite Opportunity
automation