> For the complete documentation index, see [llms.txt](https://docs.daylite.app/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.daylite.app/help/mac-fundamentals/integrations/automation-in-daylite.md). # Automation in Daylite {% hint style="info" icon="lightbulb" %} **Key facts:** * Zapier is the primary automation platform for Daylite, connecting to thousands of apps * Make.com also supports Daylite through its workflow automation platform * Automation platforms use the Daylite REST API to read and write data * You do not need coding experience to set up automations — both platforms use visual workflow builders * Each platform has its own pricing, account requirements, and support {% endhint %} Automation platforms connect Daylite to other apps through triggers and actions. When something happens in one app — for example, a new Contact is created in Daylite — the platform can automatically perform an action in another app, such as adding that contact to a mailing list or sending a notification. {% hint style="info" icon="lightbulb" %} Automation platforms are maintained by their respective companies, not by Marketcircle. If an automation is not working as expected, contact the platform's support team first. Marketcircle does not troubleshoot individual Zapier Zaps or Make.com scenarios {% endhint %} *** ### Connecting Daylite with Zapier Zapier is the primary automation hub for Daylite. Most of the integrations listed on the [Daylite Integrations & Add-Ons](https://www.marketcircle.com/add-ons/) page are Zapier-powered connections. A Zapier automation (called a "Zap") consists of a trigger and one or more actions. For example: * **Trigger:** A new Contact is created in Daylite * **Action:** Add that contact to a Mailchimp audience Zapier supports triggers and actions for Contacts, Appointments, and other Daylite Objects. A Zapier account is required. {% embed url="" %} *** ### Connecting Daylite with Make.com Make.com connects Daylite to other apps through visual workflow scenarios. A Make.com scenario works similarly to a Zapier Zap — you define a trigger, add processing steps, and connect to other apps. Make.com's Daylite integration uses OAuth2 authentication and provides triggers and actions for Daylite Objects. {% embed url="" %} *** ### Common Daylite Automations These are examples of what you can build with Zapier or Make.com. The specific steps depend on the platform and the apps you are connecting. * **Lead capture:** When a form is submitted on your website, create a new Contact and Opportunity in Daylite * **Notifications:** When an Opportunity stage changes in Daylite, send a Slack message or email notification to your team * **Email marketing:** When a Contact is added to a specific Category in Daylite, add them to a mailing list in Mailchimp or another email platform * **Accounting:** When an Opportunity is won in Daylite, create an invoice in QuickBooks or Xero * **Calendar:** When a new Appointment is created in Daylite, add it to a Google Calendar For step-by-step setup, refer to the documentation on [Zapier](https://zapier.com/apps/daylite/integrations) or [Make.com](https://www.make.com/en/integrations/marketcircle-daylite). Both platforms provide their own tutorials and support resources. *** ### Frequently asked questions #### Do I need a Zapier or Make.com account to use Daylite? No. Automation platforms are optional. Built-in integrations for email, video conferencing, calendar sharing, and contact sharing work without any third-party platform — see [Built-in Integrations in Daylite](/help/mac-fundamentals/integrations/how-daylite-connects-to-other-tools.md#built-in-integrations). #### What Daylite data can I use in automations? Zapier and Make.com can access Contacts, Companies, Appointments, Opportunities, Projects, Tasks, and other Daylite Objects through the REST API. The specific triggers and actions available depend on the platform. #### Can I build automations without coding? Yes. Both Zapier and Make.com use visual workflow builders. You configure triggers, actions, and data mappings through a drag-and-drop interface. *** **Before you start:** If you want to connect Daylite to a specific app, check the [Daylite Integrations & Add-Ons](https://www.marketcircle.com/add-ons/) page first to see if a pre-built connection exists. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.daylite.app/help/mac-fundamentals/integrations/automation-in-daylite.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.