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Automation in Daylite
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
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.
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
Connecting Daylite with Zapier
Zapier is the primary automation hub for Daylite. Most of the integrations listed on the Daylite Integrations & 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.
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.
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 or Make.com. 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.
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 page first to see if a pre-built connection exists.
