Connect Daylite and Microsoft Outlook to unlock the power of automation

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How Zapier works

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

Select a trigger from Daylite

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

Setup an action from Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Add Attendees to Calendar Event."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Daylite to Microsoft Outlook

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Daylite + Microsoft Outlook integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Daylite and Microsoft Outlook

How do I integrate Daylite with Microsoft Outlook using Zapier?

To integrate Daylite with Microsoft Outlook through our platform, you'll start by creating a Zap. You need to set up triggers in Daylite and corresponding actions in Outlook. For example, create a trigger for when a new contact is added in Daylite, and an action to add the contact in Outlook.

What triggers are available for Daylite when integrating with Microsoft Outlook?

Our integration supports several triggers for Daylite, such as 'New Contact', 'New Appointment', and 'Task Completed'. You can use these triggers to automate actions in Microsoft Outlook, like creating calendar events or adding contacts.

Can I customize actions in Microsoft Outlook based on specific triggers from Daylite?

Yes, the integration allows you to customize actions. For example, you can set it so that when you complete a task in Daylite, an email draft is created automatically in your Outlook account.

Is it possible to sync tasks between Daylite and Microsoft Outlook automatically?

Automatic task syncing can be configured by setting up Zaps where a task update or creation in Daylite reflects directly as a task or event in your Microsoft Outlook calendar.

What should I do if the integration between Daylite and Microsoft Outlook stops working?

If the integration stops working, first ensure that both your Daylite and Microsoft Outlook accounts are connected properly within your Zap configurations. Check if any recent changes were made that could affect the Zap's function. If issues persist, you may need to recreate or update your Zaps.

Are there any specific permissions needed for integrating Daylite with Microsoft Outlook?

You must have sufficient permissions to access both your Daylite and Microsoft Outlook accounts. Depending on organizational settings, this might mean having admin rights or approval from IT departments to enable account linkages through Zaps.

Can I receive notifications in Microsoft Outlook based on updates from Daylite?

Yes, you can set up a trigger for an event update or change in status within Daylite which then sends an email notification via your connected Microsoft Outlook account as part of the action setup.

Connect Daylite and Microsoft Outlook 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.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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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.

  • 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
  • Daylite triggers, actions, and search
    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

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

    Triggers when a Daylite task is deleted.

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

    Triggers when a Daylite company is deleted.

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

    Triggers when a Daylite form is deleted.

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

    Triggers when a Daylite project is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created in Daylite.

    Trigger
    Instant
    Try It

Learn how to automate Daylite on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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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
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    microsoft-outlook logo
    microsoft-outlook logo
    About Microsoft Outlook
    Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
    Learn moreHelp
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    • Calendar
    • Email
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