Daylite Square Integration

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View all (39) Triggers (21) Actions (18)

Appointment Updated

Triggers when a new appointment is updated in Daylite.
Company Updated

Triggers when a new company is updated in Daylite.
Form Updated

Triggers when a Daylite form is updated.
New Appointment

Triggers when a new appointment is created in Daylite.
New Company

Triggers when a new company is created in Daylite.
New Form

Triggers when a new form is created in Daylite.
New Note

Triggers when a new note is created in Daylite.
New Opportunity

Triggers when a new opportunity is created in Daylite.
New Person

Triggers when a new person is created in Daylite.
New Project

Triggers when a new project is created in Daylite.
New Task

Triggers when a new task is created in Daylite.
Opportunity Updated

Triggers when a new opportunity is updated in Daylite.
Person Updated

Triggers when a new person is updated in Daylite.
Project Updated

Triggers when a new project is updated in Daylite.
Task Updated

Triggers when a new task is updated in Daylite.
Updated Note

Triggers when a new note is updated in Daylite.
New Appointment

Triggers when a new appointment is created.
New Customer

Triggers when a new customeer occurred.
New Order

Triggers when a new order is created.
New Paid Invoice

Triggers when a invoice is paid is created
New Transaction

Triggers when a new transaction is processed.
Create Appointment

Creates a new appointment.
Create Company

Creates a new company.
Create Note

Creates a new Note.
Create Opportunity

Creates a new Opportunity.
Create Opportunity for Person

Creates a new opportunity associated with a person or company.
Create Person

Creates a new person and optionally an associated company.
Create Project

Creates a new Project.
Create Task

Creates a new task.
Update Appointment

Modifies an appointment.
Update Company

Modifies a company
Update Opportunity

Modifies an opportunity.
Update Person

Modifies a person.
Update Project

Modifies a project.
Update Task

Modifies a task
Create Customer

Creates a customer.
Create Order

Creates an order.
Update Inventory

Update Inventory
Upsert Catalog Object

Creates or updates the target CatalogObject

Appointment Updated

Triggers when a new appointment is updated in Daylite.
Company Updated

Triggers when a new company is updated in Daylite.
Form Updated

Triggers when a Daylite form is updated.
New Appointment

Triggers when a new appointment is created in Daylite.
New Company

Triggers when a new company is created in Daylite.
New Form

Triggers when a new form is created in Daylite.
New Note

Triggers when a new note is created in Daylite.
New Opportunity

Triggers when a new opportunity is created in Daylite.
New Person

Triggers when a new person is created in Daylite.
New Project

Triggers when a new project is created in Daylite.
New Task

Triggers when a new task is created in Daylite.
Opportunity Updated

Triggers when a new opportunity is updated in Daylite.
Person Updated

Triggers when a new person is updated in Daylite.
Project Updated

Triggers when a new project is updated in Daylite.
Task Updated

Triggers when a new task is updated in Daylite.
Updated Note

Triggers when a new note is updated in Daylite.
New Appointment

Triggers when a new appointment is created.
New Customer

Triggers when a new customeer occurred.
New Order

Triggers when a new order is created.
New Paid Invoice

Triggers when a invoice is paid is created
New Transaction

Triggers when a new transaction is processed.

Create Appointment

Creates a new appointment.
Create Company

Creates a new company.
Create Note

Creates a new Note.
Create Opportunity

Creates a new Opportunity.
Create Opportunity for Person

Creates a new opportunity associated with a person or company.
Create Person

Creates a new person and optionally an associated company.
Create Project

Creates a new Project.
Create Task

Creates a new task.
Update Appointment

Modifies an appointment.
Update Company

Modifies a company
Update Opportunity

Modifies an opportunity.
Update Person

Modifies a person.
Update Project

Modifies a project.
Update Task

Modifies a task
Create Customer

Creates a customer.
Create Order

Creates an order.
Update Inventory

Update Inventory
Upsert Catalog Object

Creates or updates the target CatalogObject