integrations  |  automations  |  workflows
let's get you on the #worksmart path!

#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 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

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Daylite + Mailchimp integration

Integrate Mailchimp subscribers
with Daylite!

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 Opportunity + Project automation

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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an Opportunity's status changes to Won

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automatically triggers a new Project

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 + Trello integration

Send Tasks to your clients and non-Daylite team members 

by integrating Daylite with Trello!

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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