Announcing Daylite Task Integration with Zapier
Product Updates August 14, 2017 Kristie Holden
Want to automate creating new tasks in Daylite from other apps? With Zapier you don’t need to be a developer to integrate Daylite and other popular apps you use.
Project management integration
With Zapier you can automate creating new tasks in Daylite from other task or project management apps you use like Basecamp, Asana, or Teamwork. That way when a task is created in Basecamp, Asana, or Teamwork it automatically creates a new task in Daylite.
Payment & accounting integration
Do you use Xero for accounting? You can setup a workflow so that when you receive a new expense or bill in Xero, it creates a new task in Daylite to pay your new bill.
Do you use Recurly to receive payment from customers? With Zapier you can automate a workflow so that when a payment is declined in Recurly, it automatically creates a new task in Daylite to follow up with your client.
Do you use Better Voice or CallHub? Using Zapier, whenever you receive voicemail in Better Voice or CallHub, you can have Daylite create a new task automatically as a reminder to call back.
How to use Zapier
Zapier uses the Daylite API to integrate Daylite and other popular apps together. Visit our Zapier pageto start integrating Daylite and the other apps you use. We’ve also created this Help Article to walk through the steps of creating a new Zap.
Exclusive to Daylite Cloud
Zapier integration is exclusive to Daylite Cloud and is not available on Daylite Self-Serve. Want to take advantage of Zapier integration and get rid of your Daylite Server? Contact us about moving to Daylite Cloud and save 24% with the Loyalty Plan.