Eliminate double data entry by using Zapier to have your
new Projects inherit it's Opportunity's Keywords + Extra Fields!

When I create a Project from an Opportunity

Inherit the Opportunity's Keywords

(the Opp's Category is already inherited)

Inherit 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!

 
 
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 to screenshare:
  • we will help you set up a Zap in Zapier that, when you choose New Project from Opportunity in Daylite, the new Project will 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. 

Appointment cancellations must be made at least 24 hours prior to your scheduled appointment. 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. 

 

Cancellations may be emailed, or called in to 503-208-6239. In the event that the client receives Blue Rock's voice mail, a cancellation message must be left. 

Warranty.

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. 

Software.

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!

Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

©  Blue Rock, all rights reserved.

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