Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.
Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.Apptivo Integrations
It's easy to connect Daylite + Apptivo without coding knowledge. Start creating your own business flow.
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.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
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
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
One of the most important aspects of modern companies is their ability to handle all aspects of their business in an organized and efficient manner. This means that all aspects of the company should be completely integrated, so that employees’ tasks are easier to accomplish. One of the best ways to achieve this kind of integration is via the use of cloud-based software.
The most popular choice for small business owners is the cloud-based financial management software known as Daylite. It is so popular because it is available at a reasonable price and provides many useful features that help in managing finances. A new competitor has entered the market, however, in the form of Apptivo. This new player offers competitive prices, and is quickly becoming just as popular as Daylite due to its efficiency and ease of use. Many business owners are wondering whether or not they should integrate these two programs. This article will discuss the benefits of integration of Daylite and Apptivo.
Integrating Daylite and Apptivo has many benefits for users of both services. The first main benefit of this integration is that it allows users of either product to access more data on the other program. For example, if you are using Apptivo for your invoicing, but would like to use Daylite to manage your time spent on each project, then it makes sense to integrate the two programs so that the information from one app is available on the other app.
Another benefit is that both apps have very intuitive interfaces, so it is easy to learn how to use them. There are also many similarities between the two programs, which makes learning easier. Another benefit of integrating these two products is that it allows users to save some money by combining some of the services provided by the two programs into one package. For example, Google Calendar can be used in conjunction with both apps to manage appointments and meetings.
In conclusion, integrating Daylite and Apptivo can be extremely beneficial for businesses that want to be efficient and save money. However, care must be taken when integrating these programs, because they were designed for very different purposes. For example, Apptivo is designed specifically for invoicing and time tracking; therefore, users should not expect it to function well as a replacement for Daylite’s time tracking feature. If businesses fplow this advice, then integrating Daylite and Apptivo can be a great way to make their businesses more efficient and save them money in the long run.
The process to integrate Daylite and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.