Daylite

Daylite
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Connect Daylite with {{Make}}

To connect your Daylite account to {{Make}} :

Log in to your {{Make}} account and add a module from the Daylite app into an {{Make}} scenario.
Click Add next to the Connection field.
Optional: In the Connection name field, enter a name for the connection and click Save.
Enter your credentials and click Sign In.
Confirm your access by clicking Authorize.

You have successfully connected the Daylite app with {{Make}} and can now build scenarios.

Contacts

{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your scenario.

Watch New Contact

Triggers when a new person is created in Daylite.

Watch Contact Updated

Triggers when a person is updated in Daylite.

Watch Contact Deleted

Triggers when a person is deleted in Daylite.

Search Contacts

Searches for contact or lists them all.

Get a Contact

Shows the details of a contact.

Create a Contact

Creates a new contact.

Update a Contact

Modifies a contact.

Delete a Contact

Removes a contact.

Companies

You can watch, create, update, list, retrieve, and delete the companies using the following modules.

	Note
	{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Company

Triggers when a new company is created in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Watch Company Updated

Triggers when a company is updated in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Companies

Searches for companies or lists them all.

Connection	Establish a connection to your Daylite account.
Search Criteria	Select or map the criteria and enter their value to search for the companies that match the specified criteria.
Limit	Set the maximum number of companies {{Make}} will return during one execution cycle. The default value is 10.

Get a Company

Shows the details of a company.

Connection	Establish a connection to your Daylite account.
Company ID	Select or map the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Connection

Establish a connection to your Daylite account.

Name

Enter (map) the company's first name.

Category

Select the company category type:

Client
Lead Qualified
Lead unqualified
Personal
Vendor

Keywords

Select or map the keyword that helps search for the company. For example, Original Source Referral.

Type

Select or map the company type. For example, a corporation.

Industry

Select or map the company industry type. For example, Advertising.

Region

Select or map the region of the company.

Emails

Add the contact email addresses of the company. You can add multiple contacts.

URL's

Add the URL addresses related to the company. You can add multiple URL addresses.

Social Profiles

Label	Select or map the label for Social Profiles: Home Work
Service	Enter (map) the social service name of the social profile.
Username	Enter (map) the username of the social profile.

Phone Number

Label	Select or map the label for the phone number: Home Main Mobile Work
Format	Select the format for the phone number: E.164 Free Form
Number	Enter (map) the phone number of the company.
Note	Enter (map) the additional information on the phone number.

Address

Label	Select the label for the address: Billing Home Shipping Work
Street	Enter (map) the street number and name of the company.
City	Enter (map) the city/town/village name of the company.
State	Enter (map) the state/province/country name of the company.
Postal Code	Enter (map) the postal/zip code of the company.
Country	Enter (map) the country name of the company.
Note	Enter (map) the additional information of the company.

Details

Enter (map) the details of the company.

Owner

Select or map the owner of the company.

Contacts

Contact	Select or map the contact of the company.
Title	Enter (map) the title of the contact.
Department	Enter (map) the department of the contact.

Opportunities

Opportunity	Select or map the type of opportunity.
Title	Enter (map) the name for the opportunity.

Update a Company

Modifies a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID to update the company details.

Name

Enter (map) the name of the company.

Category

Select the type of category for the company:

Client
Lead Qualified
Lead unqualified
Personal
Vendor

Keywords

Select the keyword for the company:

Original Source Referral
Original Source: Networking
Original Source: Direct
Original Source: Trade Show

Type

Select the type of the company:

Corporation
Government
Limited Liability
Non-Profit
Partnership
Sole Proprietor

Industry

Select the type of industry:

Accounting
Advertising
Agriculture
Charity and Voluntary Work
Construction
Consulting
Creative Art & Design
Education
Energy & Utilities
Engineering
Events Management
Financial Services
Healthcare
Hospitality
Information Technology
Legal
Manufacturing
Marketing & HR
Media and Internet
Property Management
Public Services and Administration
Real Estate
Retail
Social Care
Sports
Tourism
Transport and Logistics

Region

Select or map the region of the company.

Emails

Label	Select or map the label for the email address: Home Personal Work
Email Address	Enter (map) the email address of the contact.
Note	Enter (map) the note for the contact created.

URL's

Label	Select the label of the URL.
URL	Enter (map) the URL of the website.
Note	Enter (map) the note for the company updated.

Social Profiles

Label	Select or map the label for Social Profiles: Home Work
Service	Enter (map) the social service name of the social profile.
Username	Enter (map) the username of the social profile.

Phone Number

Label	Select or map the label for the phone number: Home Main Mobile Work
Format	Select the format for the phone number: E.164 Free Form
Number	Enter (map) the phone number of the company.
Note	Enter (map) the additional information on the phone number.

Address

Label	Select the label for the address: Billing Home Shipping Work
Street	Enter (map) the street number and name of the company.
City	Enter (map) the city/town/village name of the company.
State	Enter (map) the state/province/country name of the company.
Postal Code	Enter (map) the postal/zip code of the company.
Country	Enter (map) the country name of the company.
Note	Enter (map) the additional information of the company.

Details

Enter (map) the details of the company.

Owner

Select or map the owner of the company.

Contacts

Select or map the contact of the company.

Opportunities

Opportunity	Select or map the type of opportunity.
Title	Enter (map) the name for the opportunity.

Delete a Company

Removes a company.

Connection	Establish a connection to your Daylite account.
Company ID	Select or map the Company ID to delete the company.

Opportunities

{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your scenario.

Watch New Opportunity

Triggers when a new opportunity is created in Daylite.

Watch Opportunity Updated

Triggers when an opportunity is updated in Daylite.

Search Opportunities

Searches for opportunities or lists them all.

Get an Opportunity

Shows the details of an opportunity.

Create an Opportunity

Creates a new opportunity.

Update an Opportunity

Modifies an opportunity.

Delete an Opportunity

Removes an opportunity.

Projects

{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Project

Triggers when a new project is created in Daylite.

Watch Project Updated

Triggers when a project is updated in Daylite.

Search Projects

Searches for projects or lists them all.

Get a Project

Shows the details of a project.

Create a Project

Creates a new project.

Update a Project

Modifies a project.

Delete a Project

Removes a project.

Forms

{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Form

Triggers when a new form is created in Daylite.

Watch Form Updated

Triggers when a form is updated in Daylite.

List Form Definitions

Get the list of form definitions.

Get a Form

Shows the details of a form.

Create a Form

Creates a new form.

Create a Form Definition

Creates a new form definition.

Update a Form

Modifies a form.

Delete a Form

Removes a form.

Appointments

Watch New Appointment

Triggers when a new appointment is created in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Appointment

Searches for appointments or lists them all.

Connection	Establish a connection to your Daylite account.
Search Criteria	Select or map the criteria and enter its value to search for the appointment that matches the specified criteria.
Limit	Set the maximum number of appointments {{Make}} will return during one execution cycle. The default value is 10.

Get an Appointment

Shows the details of an appointment.

Connection	Establish a connection to your Daylite account.
Appointment ID	Select or map the Appointment ID whose details you want to retrieve.

Create an Appointment

Creates a new appointment.

Connection	Establish a connection to your Daylite account.
Subject	Enter (map) a subject line for the appointment.
UTC Start	Enter (map) the appointment start date and time in the UTC timezone.
UTC End	Enter (map) the appointment end date and time in the UTC timezone.
Local Start	Enter (map) the appointment start date and time in the user's local timezone.
Local End	Enter (map) the appointment end date and time in the user's local timezone.
Location	Enter (map) the location of the appointment. For example, Zoom meeting.
Category	Select or map the appointment category: Internal Meeting Vacation Client Meeting Travel Time Personal
Keywords	Select or map the keywords that help in searching the appointment.
Details	Enter (map) the appointment details.
All Day	Select whether this is an all-day appointment.
Type	Select or map the appointment type. For example, online.
Show as	Select or map the appointment status: Busy Free
Time Zone	Select or map the appointment timezone.
Resources	Select or map the resources to add to the appointment. For example, business reports.
Contacts	Select or map the contacts to add to the appointment.
Companies	Select or map the companies to add to the appointment.
Tasks	Select or map the tasks to complete before or perform during the appointment.

Delete an Appointment

Removes an appointment.

Connection	Establish a connection to your Daylite account.
Appointment ID	Select or map the Appointment ID you want to delete.

Tasks

{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your scenario.

Watch New Task

Triggers when a new task is created in Daylite.

Watch Task Updated

Triggers when a task is updated in Daylite.

Search Tasks

Searches for tasks or lists them all.

Get a Task

Shows the details of a task.

Create a Task

Creates a new task.

Update a Task

Modifies a task.

Delete a Task

Removes a task.

Notes

{{Make}} automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Note

Triggers when a new note is created in Daylite.

Watch Note Updated

Triggers when a note is updated in Daylite.

Search Notes

Searches for notes or lists them all.

Get a Note

Shows the details of a note.

Create a Note

Creates a new note.

Update a Note

Modifies a note.

Delete a Note

Removes a note.

Others

Make an API Call

Performs an arbitrary authorized API Call.

	Note
	For the list of available endpoints, refer to the Daylite API Documentation.

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