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Book An AppointmentTriggers when a event is Cancelled.
Triggers when a new event is created.
Triggers when a new Expense Report is created.
Triggers when a new invoice is created.
Triggers when a new SalesOrder is created.
Triggers when a new vendorBill is created.
Triggers when a event is updated.
Triggers when an Invoice is updated.
Triggers when a new lead is updated.
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 Contact.
Add a Custom Record.
Add a Message for a Customer.
Create an Event.
Create a expense report
Creates an Invoice.
Creates a Job.
Creates a Lead.
Creates a Sales Order.
Transforms Transform Invoice To a CreditMemo
Transforms Transform Invoice To a CustomerPayment
Transforms SalesOrder to an Invoice.
Updates a Contact.
Updates a Customer.
Updates an Event.
Update an Invoice.
Updates a Job.
Updates a Lead.
Updates a Sales Order.
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 event is Cancelled.
Triggers when a new event is created.
Triggers when a new Expense Report is created.
Triggers when a new invoice is created.
Triggers when a new SalesOrder is created.
Triggers when a new vendorBill is created.
Triggers when a event is updated.
Triggers when an Invoice is updated.
Triggers when a new lead is updated.
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 Contact.
Add a Custom Record.
Add a Message for a Customer.
Create an Event.
Create a expense report
Creates an Invoice.
Creates a Job.
Creates a Lead.
Creates a Sales Order.
Transforms Transform Invoice To a CreditMemo
Transforms Transform Invoice To a CustomerPayment
Transforms SalesOrder to an Invoice.
Updates a Contact.
Updates a Customer.
Updates an Event.
Update an Invoice.
Updates a Job.
Updates a Lead.
Updates a Sales Order.
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 NetSuite 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 NetSuite to Daylite & your AI Agent is ready!
NetSuite Inc. is a cloud-based enterprise software company that provides products and services tailored for small and medium-sized businesses (SMBs) including accounting and financial management, customer relationship management, inventory management , human capital management, payroll, procurement, project management and e-commerce software.
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 NetSuite 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 NetSuite 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 NetSuite-Daylite integration:
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