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Connect Attach to Daylite and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Attach with Daylite - no code necessary. See how you can get setup in minutes.

Select a trigger from Attach

A trigger is an event that starts your Zap and runs the workflow. For example, with Attach, a trigger could be "Visit Closed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Daylite

An action is what takes place after the automation is triggered. For example, with Daylite, the action could be "Create Object."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Attach to Daylite

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Triggers and actions are the main components of every automated workflow.

Connect Attach and Daylite to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Attach and Daylite to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Attach triggers, actions, and search
    New Document

    Triggers when a new document is uploaded.

    Trigger
    Instant
    Try It
    • File
      Required
    • Name
      Required
    • File Name
      Required
    • Description
    Action
    Write
  • Daylite triggers, actions, and search
    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search
    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
    Instant
    Try It
attach logo
attach logo
About Attach
Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.
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    daylite logo
    daylite logo
    About Daylite
    Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
    Learn moreHelp
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