top of page
#worksmart - pulse.png
#worksmart - green gear.png



#worksmart - blue gear.png

Daylite + Calendly automation

Stop trading emails back and forth with your clients

when they want to schedule an appointment with you!


Daylite + Zoom automation

Not quite ready for a full online scheduling solution?


Let's do a simpler automation...

this one automatically schedules Zoom Meetings

when a new Daylite Appointment is created!

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 Task, and when Person categorized as Qualified create an Opportunity

Daylite + Slack automation

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