Daylite

daylite is a mac based crm and business management app for small service businesses, combining client management, sales, projects, email, and calendars integrating with make com enables automated workflows, syncing client data and tasks across business tools for greater efficiency this is ai generated content based on official daylite documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //docs daylite app/ directly requirements to use the daylite app in make, you must have an active daylite account and authenticate using an oauth2 bearer token, https //www daylite app/ connect daylite and {{product name}} to get started, you must first create a connection between daylite and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,personal token oauth 2 0 instructions you need to generate your token login to your platform using your credentials navigate to the section where you can register a new application fill out the application registration form, providing the required information such as application name, application identifier, organization, support email, requested oauth scopes, and redirect urls submit the registration form to create your application note the generated client id and client secret for your application personal token instructions you need to generate a personal token for your account login to your platform using your credentials navigate to the section where you can manage personal tokens for your account generate a new personal token copy and securely store the generated personal token create the connection in {{product name}} https //www make com/en/register , add the daylite module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your daylite or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page daylite modules after connecting to the daylite app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company creates a new company record in your connected application create a contact adds a new contact to your address book or contact list create a form generates a brand new form for collecting user input or data create a form definition creates a new customizable form template for collecting data create a note creates a new note in your selected application create a project creates a new project in your selected application or workspace create a task creates a new task in your selected project or workspace create an appointment creates a new appointment in your calendar or scheduling system create an opportunity creates a new sales opportunity record in your crm system delete a company deletes a specified company from your account delete a contact deletes a specified contact from your account delete a form deletes a specified form from your account delete a note deletes a specified note from your account delete a project deletes a specified project from your account delete a task deletes a specified task from your account delete an appointment deletes a specified appointment from your calendar delete an opportunity deletes a specified opportunity from your account get a company retrieves and displays detailed information about a specific company get a contact displays detailed information about a specific contact get a form displays comprehensive information about a specific form, including its fields and settings get a note displays comprehensive information about a specific note, including its content and associated details get a project retrieves and displays comprehensive information about a specific project get a task retrieves and displays detailed information about a specific task get an appointment retrieves and displays comprehensive information about a specific appointment get an opportunity retrieves and displays detailed information about a specific opportunity list form definitions retrieves a complete list of all available form definitions in your account make an api call executes a custom api request to the connected service using your authorized credentials search appointments searches for specific appointments or retrieves a complete list of all appointments search companies searches for specific companies or retrieves a complete list of all companies search contacts searches for specific contacts or retrieves a list of all contacts search notes finds specific notes based on your search criteria or retrieves a complete list of all notes search opportunities searches for specific opportunities or retrieves a complete list of all available opportunities search projects finds specific projects based on your search criteria or displays a complete list of all available projects search tasks finds specific tasks based on your search criteria or displays all available tasks update a company updates the details of an existing company update a contact updates the details of an existing contact update a form updates the details or structure of an existing form update a note updates the content or details of an existing note update a project updates the details or settings of an existing project update a task updates the details of an existing task update an opportunity updates the details of an existing opportunity watch form updated triggers when any changes are made to an existing form in daylite watch new appointment triggers when a new appointment is added to your daylite calendar watch new form triggers when a new form entry is added in daylite watch new note triggers when a new note is added to your daylite account watch new project triggers an event whenever a new project is added to your daylite account watch new task triggers when a new task is added to your daylite account watch note updated triggers when any existing note is modified or edited in your daylite account watch project updated triggers when any changes are made to an existing project in daylite watch task updated triggers when any changes are made to an existing task in daylite, such as updates to its details or status watch company updated triggers when any details of an existing company are modified in daylite watch contact deleted triggers when a person record is moved to the trash folder in daylite watch contact updated triggers when any details of a person record are modified in daylite watch new company triggers when a new company record is added to your daylite account watch new contact triggers when a new contact is added to your daylite account watch new opportunity triggers when a new sales opportunity record is added in daylite watch opportunity updated triggers when any changes are made to an existing opportunity record in daylite templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} daylite resources you can have access to more resources related to this app on the following links https //community make com/search?q=daylite https //www daylite app/ https //developer marketcircle com/reference/authentication https //www make com/en/integrations/marketcircle daylite