When I create a Project/Opportunity in Daylite

Create a corresponding

Slack Channel

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 star a Slack message

Create a Project/Opportunity Note in Daylite with the message's text

When I put a Daylite reaction on a Slack message

Create a Project/Opportunity Task in Daylite and assign it to the message's @person

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

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[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:

  1. when a Project/Opportunity is created in Daylite, create a corresponding channel in Slack​

  2. 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

  3. 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

  4. when a Slack message is given the 'Daylite' reaction, create a Task in Daylite with the text from the Slack message, link it to the Slack channel's Project/Opportunity in Daylite, and assign the Daylite Task to the user who is the @mention in the message

  5. 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 $105 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. 

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 Deposit 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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