Integrate Daylite with Google Docs to automate your work

Creates a new object.

Creates a new company.

Creates a new Email.

Creates a new Note.

Creates a new opportunity associated with a person or company.

Creates a new task.

Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.

Modifies an appointment.

Modifies a person.

Modifies a project.

Finds an existing object.

Finds an existing company.

Finds an existing note.

Finds an existing project.

Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.

Finds an existing appointment.

Find or Create Company

Find or Create Contact

Find or Create Person

Find or Create Note

Find or Create Opportunity

Find or Create Project

Find or Create Task

Triggers when a new document is added to a specific folder (but not its subfolders).

Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

Create a new document from text. Also supports limited HTML.

Search for a specific document by name.

Triggers when a Daylite form is updated.

Creates a new appointment.

Creates a new person and optionally an associated company.

Creates a new form.

Creates a new Opportunity.

Creates a new Project.

Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.

Updates an existing object.

Modifies a company.