Integrate Daylite with Retently

Trigger NPS/CSAT surveys after significant client interactions or project milestones, sync customer profiles and contact information between Daylite and Retently, and use survey responses to enhance client relationship strategies.

Start Free Trial
RetentlyDaylite logo

About Daylite

Daylite is a CRM application designed for macOS and iOS to assist teams in managing clients, deals, and projects effectively. It integrates with Apple's features like Mail, Contacts, and Calendar.

Daylite logoRetently

Daylite to Retently

1

Deleted Appointment

Triggers when a Daylite appointment is deleted.
2

Deleted Person

Triggers when a Daylite person is deleted.
3

Deleted Opportunity

Triggers when a Daylite opportunity is deleted.
4

Deleted Task

Triggers when a Daylite task is deleted.
5

New Company

Triggers when a new company is created in Daylite.
6

New Form

Triggers when a new form is created in Daylite.
7

New Opportunity

Triggers when a new opportunity is created in Daylite.
8

New Task

Triggers when a new task is created in Daylite.
9

Appointment Updated

Triggers when an appointment is updated in Daylite.
10

Person Updated

Triggers when a person is updated in Daylite.
11

Updated Note

Triggers when a note is updated in Daylite.
12

Project Updated

Triggers when a project is updated in Daylite.
13

Deleted Company

Triggers when a Daylite company is deleted.
14

Deleted Form

Triggers when a Daylite form is deleted.
15

Deleted Project

Triggers when a Daylite project is deleted.
16

New Appointment

Triggers when a new appointment is created in Daylite.
17

New Person

Triggers when a new person is created in Daylite.
18

New Note

Triggers when a new note is created in Daylite.
19

New Project

Triggers when a new project is created in Daylite.
20

Trashed Person

Triggers when a person is sent to the Trash in Daylite.
21

Company Updated

Triggers when a company is updated in Daylite.
22

Form Updated

Triggers when a Daylite form is updated.
23

Opportunity Updated

Triggers when an opportunity is updated in Daylite.
24

Task Updated

Triggers when a task is updated in Daylite.
RetentlyDaylite logo

Retently to Daylite

1

Create Object

Creates a new object.
2

Create Company

Creates a new company.
3

Create Email

Creates a new Email.
4

Create Note

Creates a new Note.
5

Create Opportunity for Person

Creates a new opportunity associated with a person or company.
6

Create Task

Creates a new task.
7

Link Objects

Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
8

Update Appointment

Modifies an appointment.
9

Update Person

Modifies a person.
10

Update Project

Modifies a project.
11

Find Object

Finds an existing object.
12

Find Company

Finds an existing company.
13

Find Note

Finds an existing note.
14

Find Project

Finds an existing project.
15

Get Object by ID

Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
16

Find or Create Appointment

Finds an existing appointment.
17

Find or Create Company

Find or Create Company.
18

Find or Create Contact

Find or Create Contact.
19

Find or Create Person

Find or Create Person.
20

Find or Create Note

Find or Create Note.
21

Find or Create Opportunity

Find or Create Opportunity.
22

Find or Create Project

Find or Create Project.
23

Create Appointment

Creates a new appointment.
24

Create Person

Creates a new person and optionally an associated company.
25

Create Form

Creates a new form.
26

Create Opportunity

Creates a new Opportunity.
27

Create Project

Creates a new Project.
28

Remove Object

Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
29

Update Object

Updates an existing object.
30

Update Company

Modifies a company.
31

Update Opportunity

Modifies an opportunity.
32

Update Task

Modifies a task.
33

Find Appointment

Finds an existing appointment.
34

Find Person

Finds an existing person.
35

Find Opportunity

Finds an existing opportunity.
36

Find Task

Finds an existing task.
37

Find or Create Object

Finds an existing object.

Related blog posts

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

Table of ContentsKey TakeawaysWhat Is Customer Lifetime Value?How to Inc...

Alex BitcaAlex BitcaJul 24, 202421 min read
customer-lifetime-value

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image