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Daylite

The Daylite modules allow you to watch, search, get, create, update, and delete contacts, companies, opportunities, projects, forms, appointments, tasks, and notes from your Daylite account.

To get started with the Daylite app, create an account at marketcircle.com.

Note

For the list of available endpoints, refer to the Daylite API Documentation.

To connect your Daylite account to Make :

  1. Log in to your Make account and add a module from the Daylite app into an Make scenario.

  2. Click Add next to the Connection field.

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  3. Optional: In the Connection name field, enter a name for the connection and click Save.

  4. Enter your credentials and click Sign In.

  5. Confirm your access by clicking Authorize.

You have successfully connected the Daylite app with Make and can now build scenarios.

Make automatically creates a webhook in Daylite once you add an instant trigger to your scenario.

Triggers when a new person is created in Daylite.

Triggers when a person is updated in Daylite.

Triggers when a person is deleted in Daylite.

Searches for contact or lists them all.

Shows the details of a contact.

Creates a new contact.

Modifies a contact.

Removes a contact.

You can watch, create, update, list, retrieve, and delete the companies using the following modules.

Note

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new company is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a company is updated in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for companies or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Select or map the criteria and enter their value to search for the companies that match the specified criteria.

Limit

Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

Shows the details of a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID whose details you want to retrieve.

Creates a new company.

Connection

Establish a connection to your Daylite account.

Name

Enter (map) the company's first name.

Category

Select the company category type:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Keywords

Select or map the keyword that helps search for the company. For example, Original Source Referral.

Type

Select or map the company type. For example, a corporation.

Industry

Select or map the company industry type. For example, Advertising.

Region

Select or map the region of the company.

Emails

Add the contact email addresses of the company. You can add multiple contacts.

URL's

Add the URL addresses related to the company. You can add multiple URL addresses.

Social Profiles

Label

Select or map the label for Social Profiles:

  • Home

  • Work

Service

Enter (map) the social service name of the social profile.

Username

Enter (map) the username of the social profile.

Phone Number

Label

Select or map the label for the phone number:

  • Home

  • Main

  • Mobile

  • Work

Format

Select the format for the phone number:

  • E.164

  • Free Form

Number

Enter (map) the phone number of the company.

Note

Enter (map) the additional information on the phone number.

Address

Label

Select the label for the address:

  • Billing

  • Home

  • Shipping

  • Work

Street

Enter (map) the street number and name of the company.

City

Enter (map) the city/town/village name of the company.

State

Enter (map) the state/province/country name of the company.

Postal Code

Enter (map) the postal/zip code of the company.

Country

Enter (map) the country name of the company.

Note

Enter (map) the additional information of the company.

Details

Enter (map) the details of the company.

Owner

Select or map the owner of the company.

Contacts

Contact

Select or map the contact of the company.

Title

Enter (map) the title of the contact.

Department

Enter (map) the department of the contact.

Opportunities

Opportunity

Select or map the type of opportunity.

Title

Enter (map) the name for the opportunity.

Modifies a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID to update the company details.

Name

Enter (map) the name of the company.

Category

Select the type of category for the company:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Keywords

Select the keyword for the company:

  • Original Source Referral

  • Original Source: Networking

  • Original Source: Direct

  • Original Source: Trade Show

Type

Select the type of the company:

  • Corporation

  • Government

  • Limited Liability

  • Non-Profit

  • Partnership

  • Sole Proprietor

Industry

Select the type of industry:

  • Accounting

  • Advertising

  • Agriculture

  • Charity and Voluntary Work

  • Construction

  • Consulting

  • Creative Art & Design

  • Education

  • Energy & Utilities

  • Engineering

  • Events Management

  • Financial Services

  • Healthcare

  • Hospitality

  • Information Technology

  • Legal

  • Manufacturing

  • Marketing & HR

  • Media and Internet

  • Property Management

  • Public Services and Administration

  • Real Estate

  • Retail

  • Social Care

  • Sports

  • Tourism

  • Transport and Logistics

Region

Select or map the region of the company.

Emails

Label

Select or map the label for the email address:

  • Home

  • Personal

  • Work

Email Address

Enter (map) the email address of the contact.

Note

Enter (map) the note for the contact created.

URL's

Label

Select the label of the URL.

URL

Enter (map) the URL of the website.

Note

Enter (map) the note for the company updated.

Social Profiles

Label

Select or map the label for Social Profiles:

  • Home

  • Work

Service

Enter (map) the social service name of the social profile.

Username

Enter (map) the username of the social profile.

Phone Number

Label

Select or map the label for the phone number:

  • Home

  • Main

  • Mobile

  • Work

Format

Select the format for the phone number:

  • E.164

  • Free Form

Number

Enter (map) the phone number of the company.

Note

Enter (map) the additional information on the phone number.

Address

Label

Select the label for the address:

  • Billing

  • Home

  • Shipping

  • Work

Street

Enter (map) the street number and name of the company.

City

Enter (map) the city/town/village name of the company.

State

Enter (map) the state/province/country name of the company.

Postal Code

Enter (map) the postal/zip code of the company.

Country

Enter (map) the country name of the company.

Note

Enter (map) the additional information of the company.

Details

Enter (map) the details of the company.

Owner

Select or map the owner of the company.

Contacts

Select or map the contact of the company.

Opportunities

Opportunity

Select or map the type of opportunity.

Title

Enter (map) the name for the opportunity.

Removes a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID to delete the company.

Make automatically creates a webhook in Daylite once you add an instant trigger to your scenario.

Triggers when a new opportunity is created in Daylite.

Triggers when an opportunity is updated in Daylite.

Searches for opportunities or lists them all.

Shows the details of an opportunity.

Creates a new opportunity.

Modifies an opportunity.

Removes an opportunity.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new project is created in Daylite.

Triggers when a project is updated in Daylite.

Searches for projects or lists them all.

Shows the details of a project.

Creates a new project.

Modifies a project.

Removes a project.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new form is created in Daylite.

Triggers when a form is updated in Daylite.

Get the list of form definitions.

Shows the details of a form.

Creates a new form.

Creates a new form definition.

Modifies a form.

Removes a form.

Triggers when a new appointment is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for appointments or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Select or map the criteria and enter its value to search for the appointment that matches the specified criteria.

Limit

Set the maximum number of appointments Make will return during one execution cycle. The default value is 10.

Shows the details of an appointment.

Connection

Establish a connection to your Daylite account.

Appointment ID

Select or map the Appointment ID whose details you want to retrieve.

Creates a new appointment.

Connection

Establish a connection to your Daylite account.

Subject

Enter (map) a subject line for the appointment.

UTC Start

Enter (map) the appointment start date and time in the UTC timezone.

UTC End

Enter (map) the appointment end date and time in the UTC timezone.

Local Start

Enter (map) the appointment start date and time in the user's local timezone.

Local End

Enter (map) the appointment end date and time in the user's local timezone.

Location

Enter (map) the location of the appointment. For example, Zoom meeting.

Category

Select or map the appointment category:

  • Internal Meeting

  • Vacation

  • Client Meeting

  • Travel Time

  • Personal

Keywords

Select or map the keywords that help in searching the appointment.

Details

Enter (map) the appointment details.

All Day

Select whether this is an all-day appointment.

Type

Select or map the appointment type. For example, online.

Show as

Select or map the appointment status:

  • Busy

  • Free

Time Zone

Select or map the appointment timezone.

Resources

Select or map the resources to add to the appointment. For example, business reports.

Contacts

Select or map the contacts to add to the appointment.

Companies

Select or map the companies to add to the appointment.

Tasks

Select or map the tasks to complete before or perform during the appointment.

Removes an appointment.

Connection

Establish a connection to your Daylite account.

Appointment ID

Select or map the Appointment ID you want to delete.

Make automatically creates a webhook in Daylite once you add an instant trigger to your scenario.

Triggers when a new task is created in Daylite.

Triggers when a task is updated in Daylite.

Searches for tasks or lists them all.

Shows the details of a task.

Creates a new task.

Modifies a task.

Removes a task.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new note is created in Daylite.

Triggers when a note is updated in Daylite.

Searches for notes or lists them all.

Shows the details of a note.

Creates a new note.

Modifies a note.

Removes a note.

Performs an arbitrary authorized API Call.