Daylite #worksmart series
Keep your team in the loop on Project/Opportunity activity
by integrating Daylite with Slack!
When I create a Project/Opportunity in Daylite
Create a corresponding
When I create a Project/Opportunity Task in Daylite
Send a message to its Slack Channel with the Task's Title, Due Date & Category
When I complete a Project/Opportunity Task in Daylite
Send a message to its Slack Channel with the Task's Title, End Date & Category
When I save a Slack message
Create a Project/Opportunity Note in Daylite with the message's text
though this appointment's focus is on Daylite + Slack integration via Zapier, this is a great way to learn how to use Zapier for other functions!
💡 don't see the date you need?
you may notice I've only opened up a few weeks worth of availability
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[s] 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 Zaps are set up.
What's included in the Appointment.
This is a flat-fee service to screenshare with you to set up Zaps in your Zapier account:
we will help you set up some Zaps in Zapier that will integrate either Daylite Projects or Opportunities [you'll choose Projects or Opportunities when you book your appointment above] with Slack, as well as provide Daylite workflow training needed for this topic. The Zaps we'll create are:
when a Project/Opportunity is created in Daylite, create a corresponding channel in Slack
when a Project/Opportunity Task is created in Daylite, send a message to the Project/Opportunity Slack channel that includes the Task's Title, Due Date, and Category. includes 1 field of copy paste in Daylite
when a Project/Opportunity Task is completed in Daylite, send a message to the Project/Opportunity Slack channel that includes the Task's Title, End Date, and Category. includes 1 field of copy paste in Daylite
when a Slack message is starred, create a Note in Daylite with the text from the Slack message, and link it to the Slack channel's Project/Opportunity in Daylite
appointment is for 1 Daylite User in 1 Daylite database only; each additional Daylite User should book their own appointment on this page
Click this icon to share this page link with them:
What's not included in the Appointment.
account fees imposed by Slack or Zapier [all of the Zaps have 3+ steps so require a paid Zapier account]
Daylite User licenses
any other 3rd party licenses or fees
Slack training including but not limited to inviting users to your Slack Channel[s], using the Slack iOS app, or any other Slack training; we can provide this training but it is outside the scope of this Appointment and will be billed at our normal $125 USD per hour rate
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.
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.