Daylite #worksmart series
Automatically create a New Project when an Opportunity is Won!
bonus: we'll eliminate double data entry by having your
new Project inherit the Opportunity's Keywords + Extra Fields
When an Opportunity's status changes from Open to Won
Automatically triggers a new Project
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 Won Opportunity triggers a New Project, via Zapier
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 change an Opportunity's State from Open to Won, Zapier will trigger a New Project to be created in Daylite. if desired, the Zap will include having the new Project inherit the Opportunity's Keywords and Extra Fields (the Opportunity's Category is already inherited into the Project). please note Marketcircle (the makers of Daylite) doesn't give us a Zapier function to link the new Project to the Opportunity, so in the Zap we'll put a clickable link in the Project that will take you to the Opportunity
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.
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.