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Daylite + Vtiger Integrations

Appy Pie Connect allows you to automate multiple workflows between Daylite and Vtiger

About Daylite

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.

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
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Best Daylite and Vtiger Integrations

  • Daylite MailChimp

    Daylite + MailChimp

    Add new Daylite people to a Mailchimp mailing list Read More...
    When this happens...
    Daylite New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    If you use Daylite and Mailchimp together, you can use Appy Pie Connect automation to automatically add new people from Daylite into Mailchimp subscriber lists automatically as soon as they’re created. Appy Pie Connect’s Daylite integration allows you to automatically add new people added to Daylite to Mailchimp mailing lists. After configuring this integration, when a user is added in Daylite, they are automatically added to a new list inside your MailChimp account.
    How This Daylite-MailChimp Integration Works
    • A new people is created on Daylite
    • Appy Pie Connect adds them to a Mailchimp mailing list
    What You Need
    • Daylite account
    • Mailchimp account
  • Daylite Google Sheets

    Daylite + Google Sheets

    Add new rows in Google Sheets for Daylite tasks Read More...
    When this happens...
    Daylite New Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Connect Daylite and MailChimp to automate the process of adding new Daylite contacts or groups to your existing Mailchimp mailing lists. Our easy-to-use interface allows you to quickly integrate both applications so they work together. After setting this integration, Appy Pie Connect will automatically create new rows to Google Sheets for new Daylite tasks.
    How This Daylite- Google Sheets Integration Works
    • A new task is created on Daylite
    • Appy Pie Connect creates a new row on Google Sheets
    What You Need
    • Daylite account
    • Google Sheets account
  • Daylite Google Calendar

    Vtiger + Google Calendar

    Create detailed Google Calendar events for new Vtiger CRM event Read More...
    When this happens...
    Daylite New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    Are you wasting too much time on Vtiger CRM event scheduling? When you put up this integration, it can handle everything for you. It will then be added to your Google Calendar as a new detailed event with all of the information from each new event identified in your Vtiger CRM account, ensuring that you are always on time.
    How This Vtiger CRM – Google Calendar Integration Works
    • A new event is created on Vtiger CRM
    • Appy Pie Connect creates detailed event on Google Calendar.
    What You Need
    • Vtiger CRM account
    • Google Calendar account
  • Daylite Trello

    Vtiger + Trello

    Turn Vtiger CRM tickets into Trello cards Read More...
    When this happens...
    Daylite New Ticket
     
    Then do this...
    Trello Create Card
    If you use Trello and Vtiger, this Appy Pie Connect integration will enable Vtiger to send new tickets to Trello as new cards. It will automatically create a new card on Trello in response to each new ticket on Vtiger CRM, bringing over all the essential information so your data is disseminated everywhere it needs to be the instant it enters the system.
    How This Vtiger CRM – Trello Integration Works
    • A new ticket is created on Vtiger CRM
    • Appy Pie Connect turn that ticket into Trello card.
    What You Need
    • Vtiger CRM account
    • Trello account
  • Daylite Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Daylite {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Daylite + Vtiger in easier way

It's easy to connect Daylite + Vtiger without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Daylite & Vtiger Integrations Work

  1. Step 1: Choose Daylite as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Daylite with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Vtiger as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Vtiger with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Vtiger

  • Daylite
  • Daylite is an application for Mac OS X or Windows which is designed to run on IBM i, AS/400, and z/OS systems. It allows users to store, organize, and share data.

  • Vtiger
  • Vtiger is a web-based application that offers CRM (Customer Relationship Management. functionality by integrating IT tops. It is used by individuals and organizations to create projects, tasks, discussions, and contacts. The platform can be accessed over the Internet without any special requirements.

    Integration of Daylite and Vtiger

    Integrating Daylite with Vtiger offers various benefits including the fplowing:

    – Improved business processes

    – Increased time efficiency

    – Scaled business processes

    – Improved customer service levels

    – Increased ROI (Return On Investment)

    – Easy access to information provided by both Daylite and Vtiger at the same place. This would allow the user to manage their information easily. For example, if a task has been completed in Vtiger, this information can be automatically marked as completed in Daylite. If a meeting has been created in Daylite, it can be added into Vtiger.

    Users who have integrated Daylite with Vtiger will have a clear view of their complete activities from one place. This would help them to manage their day-to-day activities more effectively. It will be easy to search for information from the same place. In addition, both applications are also able to synchronize information on a regular basis which would make it easier for the user to maintain their data consistently. This will reduce the possibility of any problem occurring due to inconsistencies in the data. In addition, integrating these applications will enable users to have a complete view of all the records in a single place. This will help them to streamline their daily tasks more efficiently. In addition, users can even choose to copy some information from either of the applications so that they can perform the same action in the other application. This would be useful when a user wants to update their activity log in either of the applications. In addition, it will also be possible for users to get their data organized properly by using these applications together. They can use Vtiger to create projects and tasks which they can then add into Daylite as well. These projects and tasks will then automatically be integrated into Daylite and synced with Vtiger. Users will also be able to modify information in one application and this modification will automatically occur in the other application and vice versa. This integration process may take some time but once it is done, it is likely that users would benefit from the integration of their applications since it would help them to improve their productivity and effectiveness in managing their business effectively. In addition, it would also be beneficial for employees to know about the individual tasks assigned to them and they would be able to do this by looking at their activity logs in Daylite and Vtiger. Employees would then understand which task needs immediate attention and which tasks can wait. Furthermore, integrating these two applications would also allow users to save time and money since they do not need to purchase additional software and hardware in order to work on multiple platforms. The integration of Daylite and Vtiger would allow users to work on their primary platform while still maintaining a connection between their records in Daylite and Vtiger since they are integrated applications. This gives users access to both applications at the same place so they can manage their business easily through these applications which work together seamlessly. In addition, users do not need to purchase additional software for this integration since both applications are already available for free which means that users do not have to worry about high costs when integrating these two applications together.

    Benefits of Integration of Daylite and Vtiger

    Integrating Daylite with Vtiger will give users various benefits including the fplowing:

    – Improved business processes

    – Increased time efficiency

    – Scaled business processes

    – Improved customer service levels

    – Increased ROI (Return On Investment)

    The process to integrate Daylite and Vtiger 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.