Daylite + DeltaNet CRM

Create Daylite tasks for new DeltaNet CRM requests

Stay on top of your CRM tasks with this seamless workflow between DeltaNet CRM and Daylite. When a new request arrives in DeltaNet CRM, this automation creates a task in Daylite, enabling you to handle customer requests efficiently and effectively. Eliminate manual data entry and ensure consistency in your task management process with this efficient integration.

Stay on top of your CRM tasks with this seamless workflow between DeltaNet CRM and Daylite. When a new request arrives in DeltaNet CRM, this automation creates a task in Daylite, enabling you to handle customer requests efficiently and effectively. Eliminate manual data entry and ensure consistency in your task management process with this efficient integration.

  1. When this happens...
    DeltaNet CRMDeltaNet CRM
    New Request

    Triggers when a new request in DeltaNet is created

    TriggerScheduled
  2. automatically do this!
    DayliteDaylite
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • Processed/Unprocessed Lead

    • Request Type

    • Request Source

    • Customer Group

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • emailRequired

    • Cell Phone

    • Daytime phone

    • Evening Phone

    • Note

    Action
    Write
    • customer_emailRequired

    • Blog IdRequired

    Action
    Write
    • EmailRequired

    • Group IDRequired

    Action
    Write
    • Processed/Unprocessed request

    • Request Type

    • Request Source

    • Customer Groups

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • customer_emailRequired

    • NoteRequired

    • Date

    Action
    Write
    • Customer emailRequired

    • Start DateRequired

    • RepeatRequired

    • End Date

    • ActionRequired

    • Note

    Action
    Write
    • Start dateRequired

    • End dateRequired

    • Event TitleRequired

    • Event Info

    Action
    Write
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 more

Related categories

  • CRM (Customer Relationship Management)

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deltanet-crm logo
deltanet-crm logo

About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

Related categories

  • CRM (Customer Relationship Management)

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