integrations | automation scripts | workflows
#worksmart
series
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!
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
new Daylite Project from Opportunity...
...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!
Freshdesk Tickets + Salesforce Cases integration
When a new Freshdesk Ticket is created,
create a Salesforce Case for the Contact
