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Get Started FreeTriggers when a new incoming sms is received.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Creates a new contact in a list.
Creates a new contact list.
Delete specific contact from list based on the contact ID.
Delete a specific contact list.
Sends a new fax.
Send a new MMS.
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Sends a postcard via the post. The PDF is printed and delivered to any address globally.
Sends a new SMS.
Sends a new SMS to a list of contacts.
Send a Voice Text-to-speech message to a mobile phone or landline.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Triggers when a new incoming sms is received.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Creates a new contact in a list.
Creates a new contact list.
Delete specific contact from list based on the contact ID.
Delete a specific contact list.
Sends a new fax.
Send a new MMS.
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Sends a postcard via the post. The PDF is printed and delivered to any address globally.
Sends a new SMS.
Sends a new SMS to a list of contacts.
Send a Voice Text-to-speech message to a mobile phone or landline.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Choose ClickSend SMS as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Daylite as the action app from the list.
Connect your Daylite account & authenticate it.
Select the data you want to send from ClickSend SMS to Daylite & your AI Agent is ready!
New Incoming SMS
Create Appointment
New Incoming SMS
Create Note
New Incoming SMS
Update Project
New Incoming SMS
Update Person
New Incoming SMS
Create Opportunity for Person
ClickSend is a cloud-based service that allows you to send and receive SMS, Email, Voice, Fax, and Letters to and from anywhere in the globe.
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.
The integration between ClickSend SMS 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:
While assessing the security of integrating ClickSend SMS 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 ClickSend SMS-Daylite integration:
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