top of page

Daylite #worksmart series

Automatically pass Opportunity data into it's Project!
let's eliminate double data entry by having your
new Project From Opportunity inherit the Opportunity's Keywords + Extra Fields

When you create a new Project from Opportunity


Project inherits the Opportunity's Keywords

(the Opp's Category is already inherited)


Project inherits the Opportunity's Extra Fields

💡 don't see the date you need?

you may notice I've only opened up a few weeks worth of availability

if you need a date outside of what's showing, please let me know what date so I can open it up for you...thanks!


Daylite Project From Opportunity Zap

Appointment Terms of Service

Approximate Appointment duration. 
The duration listed on the booking section is an estimate of how long it will take to set up the Zap outlined below, but it could take more time depending on circumstances that may arise. We may finish in less than the estimated time, and will conclude our screenshare once the Zap setup is finished.
What's included in the Appointment. 
This is a flat-fee service:
  • we will screenshare with you to set up a Zap in Zapier: when you use Daylite's built-in function to Create Project From Opportunity, Zapier will trigger to have the new Project inherit the Opportunity's Keywords and Extra Fields (the Opportunity's Category is already inherited into the Project).

  • appointment is for 1 Daylite database only

What's not included in the Appointment. 
  • account fee imposed by Zapier [this Zap has 3+ steps so it requires a paid Zapier account]

  • Daylite User licenses

How the Appointment works. 

On your desired Appointment date and time, we will have a screenshare with you where we will be looking at your computer to complete the setup and train you on the workflow.

Appointment cancellation, no show, rescheduling. 

All Appointment cancellations must be made at least 24 hours prior to your scheduled Appointment in order to receive a full refund of the Appointment payment. In the event that the cancellation is received less than 24 hours prior to the scheduled Appointment or client fails to show for the Appointment, 50% of the Appointment payment serves as a non-refundable late cancellation fee. If the Appointment is rescheduled less than 24 hours prior to your scheduled Appointment, and the rescheduled Appointment is kept (ie it is not further cancelled or rescheduled), the late cancellation fee is waived. 

Cancellations should be done by clicking the Cancel button in your Appointment confirmation email. If you can't find your confirmation email you may submit your cancellation via phone at 503-208-6239

In the event that the client receives Blue Rock's voice mail, a cancellation message must be left. 


Please consult appropriate product manufacturer for information on terms and conditions of warranty. Blue Rock does not provide warranty for non-Blue Rock branded products. 


Client attests that software provided by client to Blue Rock Consulting for the purpose of installation to any client system has been lawfully acquired and purchased by client. Blue Rock assumes no liability for "pirated" software provided by client. 


Consequential Damages.

In no event shall Blue Rock, its subsidiaries or affiliates, or their respective officers, directors, employees, representatives or agents (collectively, "Blue Rock Consulting") be liable for special, incidental, consequential, punitive, indirect, or other special damages, including but not limited to, loss of data, use, or profits, however caused, whether for breach of contract, negligence, or otherwise, and whether or not Blue Rock has been advised of the possibility of any such damages. All clients are advised to perform backups to their systems prior to any Blue Rock service performed.

As always, thanks for your business!
bottom of page