integrations  |  automation scripts  |  workflows

#worksmart

series

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Daylite + Slack integration

Keep your team in the loop on Project or Opportunity activity 
by integrating Daylite with Slack!

Daylite + Mailchimp integration

Integrate Mailchimp subscribers
with Daylite!
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when a new Salesforce Opportunity is created

create a Daylite Opportunity for the Salesforce Account [ie Company] in Daylite

Salesforce Opportunity + Daylite Opportunity

integration

When a new Salesforce Opportunity is created,
create a Daylite Opportunity for the Account

Daylite Lead

Qualification automation

Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry

new Daylite Person categorized as Lead

create lead qualification Tasks, and when Person categorized as Qualified create an Opportunity

Daylite Project + Opportunity integration

Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry
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new Daylite Project from Opportunity...

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...Project inherits Daylite Opportunity's fields

Daylite Task Focus

Automation

Stay focused on the Task and get it done

by alternating work intervals with restorative breaks

Daylite + Trello integration

Send Tasks to your clients and non-Daylite team members 

by integrating Daylite with Trello!

Daylite + online scheduling integration

Stop trading emails back and forth with your clients

when they want to schedule an appointment with you!

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Daylite workflow scripts

Freshdesk Tickets + Salesforce Cases integration

When a new Freshdesk Ticket is created,

create a Salesforce Case for the Contact

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

©  Blue Rock, all rights reserved.

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