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Apptivo Daylite Integration

With Appy Pie Automate, you can save time by combining Apptivo Integration with Daylite Integration in one workflow.

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Simplify Apptivo Daylite Integration with seamless setup

Easily set up Apptivo Daylite Integration without coding. Start automating your workflows and Integrate Apptivo with Daylite today.

How Apptivo and Daylite Integrations Work

Follow the steps below to start setting up your Apptivo integrations using Appy Pie Automate:

Trigger Details

  • Apptivo Integration
    Trigger application: Apptivo
  • Apptivo Integration
    Add Trigger Event:

Action Details

  • Daylite Integration
    Trigger application: Daylite
  • Daylite Integration
    Add Action Event:
  1. Step 1: Select Trigger

    Choose Apptivo as the trigger app, select the desired event, authenticate your account, and successfully run a test.

  2. Step 2: Select Action

    After completing the trigger test, select Daylite as the action app from the list to continue your workflow automation flow.

  3. Step 3: Authenticate

    Connect your Daylite account & authenticate it. This ensures the integration works seamlessly.

  4. Step 4: Setup & Test

    Choose the data you want to send from Apptivo to Daylite, run a final test, and your AI workflow automation is ready!

Apptivo and Daylite Integration

Choose the app you want to Integrate with Apptivo and Daylite

Popular Templates for Apptivo and Daylite Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Apptivo Integration
  • Daylite Integration

Create Company to Daylite from New Lead in apptivo

  1. When this happens:

    New Lead

  2. Then do this:

    Create Company

Use template for free
  • Apptivo Integration
  • Daylite Integration

Create Opportunity for Person to Daylite from New Lead in apptivo

  1. When this happens:

    New Lead

  2. Then do this:

    Create Opportunity for Person

Use template for free
  • Apptivo Integration
  • Daylite Integration

Create Appointment to Daylite from New Lead in apptivo

  1. When this happens:

    New Lead

  2. Then do this:

    Create Appointment

Use template for free
  • Apptivo Integration
  • Daylite Integration

Update Project in Daylite when New Lead is created in apptivo

  1. When this happens:

    New Lead

  2. Then do this:

    Update Project

Use template for free
  • Apptivo Integration
  • Daylite Integration

Create Person to Daylite from New Lead in apptivo

  1. When this happens:

    New Lead

  2. Then do this:

    Create Person

Use template for free

Streamline Your Workflow with AI Workflow Automation

FAQs on Apptivo Daylite Integrations

  • What Is Apptivo?

    Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

  • What Is Daylite?

    Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.

  • How Apptivo and Daylite Integrations Work?

    The integration between Apptivo and Daylite is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:

    • Connection Establishment: The first step is establishing a secure connection between Apptivo and Daylite. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
    • Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
    • Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
    • Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
    • Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
    • Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.

  • Is the Integration Between Apptivo and Daylite secure?

    While assessing the security of integrating Apptivo with Daylite, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Apptivo-Daylite integration:

    • Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
    • Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
    • Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
    • Data Storage Security: This ensures that the databases or storage systems used by Apptivo and Daylite integration have adequate security measures.
    • User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar  | Last Updated on November 16, 2025, 12:31 am

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