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. |
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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 Daylite directly.
Requirements
To use the Daylite app in Make, you must have an active Daylite account and authenticate using an OAuth2 bearer token, create your account on Daylite.
Connect Daylite and Make
To get started, you must first create a connection between Daylite and Make, 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 Make
Log in in your Make account, add the Daylite module to your scenario, 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 Connect an applicationConnect an application. page.
Daylite modules
After connecting to the Daylite app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Daylite resources
You can have access to more resources related to this app on the following links