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Daylite Zapier integrationAutomate Daylite with Zapier.

The Daylite Zapier integration gives you 54 operations: 25 triggers, 20 actions and 9 searches. Every trigger is instant, Daylite is not a premium app, and a two-step Zap runs on the free plan. Here is what each one does, what it costs and where it trips.

See the 54 operations

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Overview

What the Daylite Zapier integration actually does

It links your Daylite CRM to the other tools of your business through Zapier, without code. You build a Zap: an automation where one event, the trigger, sets off one or more actions that write, update or link records for you. On Daylite, all 25 triggers are instant, so nothing waits for a timer.

Three outcomes cover most of what a Mac-based sales or consulting team asks for. First, a pipeline that feeds itself: New Opportunity starts the Zap and Create Task drops the first follow-up task into Daylite. Second, a CRM that stays tidy: Find Person checks whether a contact already exists before Create Person adds a duplicate, and its find-or-create box does both in one step. Third, records that know each other: Link Objects attaches a note, a task or a project to the company it belongs to, so nobody hunts for context later.

Now the part the app page skips. No visible operation touches files, so attachments stay a manual job. Trash events exist only for appointments and people; companies and opportunities have no Trash trigger. Every update action asks for a Daylite reference, a path such as /v1/contacts/1000, which means the Zap has to carry it from a trigger or a search. And a Zap never looks back: records created before you switch it on are ignored.

If you are weighing other tools, the Daylite Make integration covers the same CRM from the Make side, and our Make vs Zapier comparison is there if you are still choosing.

Vocabulary

Zapier words in one minute

Seven words come back on every line of this page. Here they are in plain English, once.

Zap
The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in Daylite that starts the Zap, such as a new person or an updated task. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that creates, updates or links a record in Daylite or elsewhere.
Task
The unit Zapier bills. One task equals one action that completed successfully; your plan counts those.
Instant vs polling
An instant trigger is reported by the app the moment it happens. A polling one is checked on a timer. Daylite only has instant ones.
Filter
A step that lets the Zap continue only when the incoming record meets your condition, and stops it otherwise.
Search step
A step that looks up a record that already exists, so the next steps can reuse what it found, such as a reference.
Cost

What a Daylite Zap really costs

Zapier bills completed actions, not triggers. The Daylite trigger never costs anything, however busy your CRM gets.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, 2-step Zaps
  • Premium appNo

Each action that goes through counts as one task; an action that fails is not counted. A Zap with three actions uses three times what a one-action Zap uses. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a filter, a search or a second action and it becomes a multi-step Zap, which needs a paid plan. Daylite is not a premium app, so it works from the free plan. The interval grid below applies to polling triggers only; all 25 Daylite triggers are instant, so they fire straight away on every plan.

Connect

Connect your Daylite account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Daylite account linked once, then reused by every Zap that touches Daylite.

  2. 02

    Pick Daylite

    Type Daylite in the search box of the dialog, select it, then click Add connection. You need a Daylite account, plus read or write access to any record you do not own and want the Zap to change.

  3. 03

    Sign in and grant access

    A new tab opens on Daylite. Sign in with the account the Zaps should act as, then allow Zapier to reach it. From there, every Daylite step in the editor can reuse this connection.

First Zap

Your first Daylite Zap: a deal that briefs the team

GoalEach new opportunity gets a follow-up task and a kickoff note, without anyone typing them.

  1. 01

    Build: choose the trigger

    Create a Zap, pick Daylite as the app and New Opportunity as the event. Select your Daylite connection. The bolt icon in the editor confirms the trigger is instant.

  2. 02

    Test the trigger

    Log a dummy opportunity in Daylite first, then click test. Zapier brings back the three most recent items of your account, so you map fields from a real deal rather than a blank.

  3. 03

    Add Create Task

    Add an action, choose Daylite and Create Task. Only Title is required: build it from the opportunity name so the task says which deal it is about.

  4. 04

    Add Create Note

    Add a second action, Create Note, with a Title and Details, both required. A second action makes this a multi-step Zap, so it needs a paid plan.

  5. 05

    Test, then Publish

    Run each step once and read what came back in Daylite. When the task and note look right, click Publish to switch the Zap on.

Triggers

Daylite triggers: 25 events, all instant

25 events start a Zap when something happens in Daylite, and 25 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Deleted Appointment

Instant trigger

In Zapier“Triggers when a Daylite appointment is deleted.”

Starts the Zap when an appointment is deleted in Daylite. This is a separate event from Trashed Appointment, which covers appointments sent to the Trash.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a coordinator wipes a client meeting off the calendar and the account manager should get a Daylite task to reschedule.
Watch out
delete a throwaway appointment before testing, since the test pulls the three most recent items of your account.
2

Deleted Company

Instant trigger

In Zapier“Triggers when a Daylite company is deleted.”

Fires as soon as a company record disappears from Daylite through deletion. There is no Trash event for companies, so this is the only removal signal you get.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your ops lead wants a note logged elsewhere in Daylite every time a client account is dropped, to keep an audit trail.
3

Deleted Person

Instant trigger

In Zapier“Triggers when a Daylite person is deleted.”

Reacts to a person, Daylite's word for a contact, being deleted. In the editor it is called Deleted Person, even though the reference says contact.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales assistant cleans up stale leads and the team lead wants a task to double-check each removal.
Watch out
Trashed Person is a different event; pick the one that matches how your team removes people.
4

Deleted Form

Instant trigger

In Zapier“Triggers when a Daylite form is deleted.”

Catches the deletion of a Daylite form. The Zap starts once per deleted form. Together with New Form and Form Updated, it lets you follow a form from creation to removal.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
intake forms are part of your compliance file, and a deletion should leave a note for the office manager.
5

Deleted Opportunity

Instant trigger

In Zapier“Triggers when a Daylite opportunity is deleted.”

Signals that a deal was deleted from your pipeline. Companies and opportunities have no Trash trigger, so deletion is the event to watch here.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales manager wants to know when a rep removes a deal from the pipeline, through a task assigned to them.
Watch out
this Zap only sees deletions made after you publish it; earlier ones stay invisible.
6

Deleted Project

Instant trigger

In Zapier“Triggers when a Daylite project is deleted.”

Kicks off when a project vanishes from Daylite. One deleted project, one run of the Zap. With New Project and Project Updated, it covers the whole life of a project record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
in a consulting firm, a deleted engagement should create a note on the client company so the partner sees what happened.
7

Deleted Task

Instant trigger

In Zapier“Triggers when a Daylite task is deleted.”

Watches for tasks that someone deletes in Daylite. Useful when deleted work should still leave a trace.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a project lead wants a recap note each time a team member deletes a deliverable instead of completing it.
Watch out
do not pair it with Remove Object on tasks in the same Zap, or one deletion can set off another.
8

New Appointment

Instant trigger

In Zapier“Triggers when a new appointment is created in Daylite.”

Runs the Zap whenever an appointment is created in Daylite.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a discovery call booked with a prospect should immediately create a prep task for the consultant.
Watch out
if the same Zap also uses Create Appointment, it can trigger itself in a loop and eat tasks fast.
9

New Company

Instant trigger

In Zapier“Triggers when a new company is created in Daylite.”

Fires on every company added to Daylite. Good entry point for onboarding a new account across your records.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an agency signs a new client and wants an onboarding project created the moment the company exists.
Watch out
a bulk import of companies can send a huge batch at once, which Zapier may hold back with its flood protection.
10

New Person

Instant trigger

In Zapier“Triggers when a new person is created in Daylite.”

Hands each new person in Daylite to the Zap the moment the record is saved. The editor label is New Person, the reference says contact. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
every new lead entered by a sales rep gets a welcome-call task within the same minute.
11

New Form

Instant trigger

In Zapier“Triggers when a new form is created in Daylite.”

Launches whenever a form is created in Daylite. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a completed needs-assessment form should spawn a review task for the account lead.
Watch out
read the test sample before mapping, so you only use values the form actually carries.
12

New Note

Instant trigger

In Zapier“Triggers when a new note is created in Daylite.”

Each note written in Daylite becomes a starting point. Handy when notes carry decisions that other people need to act on.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
call notes taken by a business developer should turn into a follow-up task without retyping.
Watch out
avoid Create Note in the same Zap; the note it writes would start the Zap again.
13

New Opportunity

Instant trigger

In Zapier“Triggers when a new opportunity is created in Daylite.”

Fires the moment a deal enters your Daylite pipeline. It is the natural front door for sales automations. Each deal starts one run, and only the actions that follow use tasks on your plan.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a freshly logged deal should get a follow-up task and a kickoff note, as in the first Zap above.
14

New Project

Instant trigger

In Zapier“Triggers when a new project is created in Daylite.”

Picks up projects as they are created in Daylite. One project, one run.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a design studio opens a project for a signed client and wants the standard first tasks created automatically.
Watch out
projects created before the Zap is published never come through; there is no backfill.
15

New Task

Instant trigger

In Zapier“Triggers when a new task is created in Daylite.”

Reacts to every task created in Daylite; a filter helps narrow things down. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
tasks assigned to the support lead should also be logged as a note on the related client.
Watch out
a Zap that runs Create Task off this trigger loops on itself.
16

Trashed Appointment

Instant trigger

In Zapier“Triggers when an appointment is sent to the Trash in Daylite.”

Fires when an appointment is sent to the Trash in Daylite, which is not the same event as deleting it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a rep bins a demo slot and the sales manager wants a task to find out why the meeting fell through.
Watch out
if your team sometimes trashes and sometimes deletes, you need both triggers to catch every cancellation.
17

Trashed Person

Instant trigger

In Zapier“Triggers when a person is sent to the Trash in Daylite.”

Spots a person moved to the Trash. Only appointments and people have this Trash event in Daylite. A person deleted outright goes through Deleted Person instead, never through this trigger, so pick based on habit.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a marketing coordinator trashes unsubscribed contacts and wants a note kept on their company record.
18

Appointment Updated

Instant trigger

In Zapier“Triggers when an appointment is updated in Daylite.”

Fires each time an existing appointment is updated in Daylite. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a client moves a meeting and the consultant should get a task to update the agenda.
Watch out
do not run Update Appointment in this Zap, or each change triggers the next one.
19

Company Updated

Instant trigger

In Zapier“Triggers when a company is updated in Daylite.”

Notices edits on a company record that already exists in Daylite. Pair it with a filter on the value you care about, so the Zap only goes on when it matches.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an account manager changes a client's details and the finance contact needs a task to check the billing file.
Watch out
add a filter so routine edits do not burn tasks for nothing.
20

Person Updated

Instant trigger

In Zapier“Triggers when a person is updated in Daylite.”

Triggers when a person's record is modified in Daylite. On an active CRM it runs often.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a prospect becomes a client in Daylite and onboarding should start with a task for the delivery team.
Watch out
pairing it with Update Person creates a loop that runs until you switch the Zap off.
21

Form Updated

Instant trigger

In Zapier“Triggers when a Daylite form is updated.”

Fires when someone edits a Daylite form that already exists, such as filling in answers after an interview. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an intake form gets completed by the account lead and a review task should go to the partner.
22

Updated Note

Instant trigger

In Zapier“Triggers when a note is updated in Daylite.”

Watches existing notes for edits. Note the label order here: Updated Note, unlike Task Updated or Project Updated. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
meeting minutes get amended and the people on the related project should be pinged with a task.
23

Opportunity Updated

Instant trigger

In Zapier“Triggers when an opportunity is updated in Daylite.”

Reacts whenever an existing deal is edited in Daylite. Pair it with a filter to react only to the change that matters to you.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a deal reaching the state your team uses for signed work should open a delivery project, with a filter checking that state first.
Watch out
the filter makes it a multi-step Zap, so a paid plan.
24

Project Updated

Instant trigger

In Zapier“Triggers when a project is updated in Daylite.”

Spots edits on an existing project, including a status change. A filter on the status keeps it from running on every small edit.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a project closed by the delivery lead should leave a wrap-up task for account management.
Watch out
Update Project in the same Zap would restart it on every run.
25

Task Updated

Instant trigger

In Zapier“Triggers when a task is updated in Daylite.”

Reacts when a task in Daylite is updated. Teams that live in their task list will see it fire often, so plan your task count. When you test it, Zapier brings back the three most recent items of your account, so you map fields on a real record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a completed onboarding task should add a note on the client company for the account owner.
Actions

Daylite actions: what the Zap can write

Daylite gives you 20 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Object

Action

In Zapier“Creates a new object.”

The generic create action: it creates a new Daylite object, outside the dedicated actions above.

When to use it
a record type or field the dedicated actions above do not expose.
Watch out
when a dedicated action exists for the record, start with that one.
2

Create Appointment

Action

In Zapier“Creates a new appointment.”

Books an appointment in the Daylite calendar. Subject, Timezone, Start Date and End Date are required; All Day is optional.

When to use it
a meeting booked through your scheduling page should show up in Daylite too.
Watch out
Timezone expects an IANA name like America/New_York, not an offset.
3

Create Company

Action

In Zapier“Creates a new company.”

Opens a company record in Daylite. Name is the only required field, which makes it the lightest create action of the set.

When to use it
a signed proposal in another tool should make the client exist in Daylite without retyping.
4

Create Person

Action

In Zapier“Creates a new person and optionally an associated company.”

Adds a new person to Daylite, and can create an associated company at the same time. First Name and Last Name are required.

When to use it
a lead captured in your form tool lands in the CRM with its employer attached.
Watch out
run Find Person first, or every repeat submission becomes a duplicate.
5

Create Email

Action

In Zapier“Creates a new Email.”

Stores an email in Daylite. Six fields are required: Subject, Message ID (the email's unique ID), From, To, HTML Email Body and Date.

When to use it
client messages from a shared inbox should be kept in the CRM history.
Watch out
without a Message ID from the source, this action cannot run.
6

Create Form

Action

In Zapier“Creates a new form.”

Generates a Daylite form from one of your templates. Form Template is required, so the template has to exist in Daylite before you build the Zap.

When to use it
every new engagement should come with the same intake questionnaire ready to fill.
7

Create Note

Action

In Zapier“Creates a new Note.”

Writes a note in Daylite. Both Title and Details are required, so map something meaningful into each. Each note it writes counts as one task on your plan, like any action that succeeds.

When to use it
a call summary from your phone system gets stored where the account team actually looks.
8

Create Opportunity

Action

In Zapier“Creates a new Opportunity.”

Puts a new deal in the pipeline. It needs a Name and a State, so decide upfront which state new deals should start in.

When to use it
a demo request from your website should appear as a fresh opportunity for the sales team.
9

Create Opportunity for Person

Action

In Zapier“Creates a new opportunity associated with a person or company.”

Creates a deal already tied to a person or company. Required: Opportunity Name, plus the first and last name of the contact it belongs to.

When to use it
an inbound quote request should arrive as a deal attached to the right contact in one step.
Watch out
it asks for the contact's first and last name, so map them from a reliable source.
10

Create Project

Action

In Zapier“Creates a new Project.”

Starts a project in Daylite. Name and Status are both required. Pick a Status your team already uses, so the project lands where people expect it.

When to use it
a won opportunity becomes a delivery project for the consultants, with the status set to its first stage.
11

Create Task

Action

In Zapier“Creates a new task.”

Drops a to-do into Daylite. Only Title is required, so it is the easiest action to start with on the free plan.

When to use it
any event elsewhere that needs a human follow-up, such as a support ticket from a key client.
12

Remove Object

Action

In Zapier“Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.”

Removes one Daylite record by its reference ID: a person, company, opportunity, project, note, task, form or appointment.

When to use it
a lead flagged as spam elsewhere should disappear from the CRM.
Watch out
a mapping error removes the wrong record, so test on dummy data.
14

Update Object

Action

In Zapier“Updates an existing object.”

The catch-all edit: updates any existing Daylite object when no specific update action fits. Like the dedicated updates, it works on a record that already exists, so a search tends to come first.

When to use it
changing a form or a note, which have no dedicated update action in the list.
15

Update Appointment

Action

In Zapier“Modifies an appointment.”

Changes an appointment already in the calendar. It asks for the Reference, written /v1/appointments/1000, and offers an All Day switch. Find Appointment supplies it when the trigger does not.

When to use it
a client reschedules through your booking tool and Daylite should show the new slot.
16

Update Company

Action

In Zapier“Modifies a company.”

Changes fields on a company record, identified by its Reference, of the form /v1/companies/1000. Put Find Company before it to get that reference without copying anything by hand.

When to use it
billing details updated in your accounting tool should land on the Daylite company as well.
17

Update Person

Action

In Zapier“Modifies a person.”

Edits an existing person. It needs the person's Reference, written like /v1/contacts/1000.

When to use it
a contact changes job title in your email tool and Daylite should follow.
Watch out
get the reference with Find Person earlier in the Zap.
18

Update Opportunity

Action

In Zapier“Modifies an opportunity.”

Moves or edits a deal. Reference is required, written /v1/opportunities/1000.

When to use it
a signed e-signature envelope should push the matching deal forward in Daylite.
Watch out
use Find Opportunity first so the Zap has the reference to hand.
19

Update Project

Action

In Zapier“Modifies a project.”

Rewrites fields on an existing project, found through its Reference, such as /v1/projects/1000. Find Project earlier in the Zap is the simplest way to supply it.

When to use it
a final invoice paid in another system should mark the delivery project accordingly.
Watch out
do not pair it with the Project Updated trigger in the same Zap, or it restarts itself.
20

Update Task

Action

In Zapier“Modifies a task.”

Modifies a Daylite task, using its Reference, written /v1/tasks/1000. An All Day option is also offered. Find Task gives you that reference in the step just before, with nothing to copy by hand.

When to use it
a ticket closed in your help desk should close the matching follow-up task.
Searches

Daylite searches: find before you write

9 search steps look for data that already exists in Daylite, so a later step can use it.

A search step looks up a record that already exists and hands what it found, a reference for instance, to the next steps. In the editor, Daylite's searches sit at the bottom of the Action event list, under SEARCH. Eight of the nine have a find-or-create variant: the same search with one box ticked, not an extra operation. Any search makes the Zap multi-step.

1

Find Object

SearchFind or create

In Zapier“Finds an existing object.”

The free-form search: you pick an Object Type and write a Search Body, the query itself. Both are required.

When to use it
a lookup the dedicated searches do not cover.
Watch out
ticking the create box gives you Find or Create Object, the same step, not a new one.
2

Find Appointment

SearchFind or create

In Zapier“Finds an existing appointment.”

Looks up an appointment already in Daylite so later steps can use its reference.

When to use it
before Update Appointment, when a booking tool reports a reschedule.
Watch out
its find-or-create twin is Find or Create Appointment, the same search with the box ticked.
3

Find Company

SearchFind or create

In Zapier“Finds an existing company.”

Checks whether a company already exists before anything gets written.

When to use it
a new signup from a known client domain should be attached to the existing company, not a copy.
Watch out
the variant Find or Create Company creates it when nothing matches; it is the same search.
4

Find Person

SearchFind or create

In Zapier“Finds an existing person.”

Finds a person in Daylite and returns the record, reference included.

When to use it
the guard step before Create Person or Update Person in any lead workflow.
Watch out
Find or Create Person is this search with the create box ticked; it does not count as another operation.
5

Find Note

SearchFind or create

In Zapier“Finds an existing note.”

Retrieves an existing note, so a Zap can attach it or build on it.

When to use it
before Link Objects, to fetch the reference of a meeting note.
Watch out
Find or Create Note writes a note when none matches, and then asks for the fields needed to create it.
6

Find Opportunity

SearchFind or create

In Zapier“Finds an existing opportunity.”

Locates a deal in the pipeline and hands its reference on.

When to use it
right before Update Opportunity when a contract gets signed elsewhere.
Watch out
with the create box ticked it becomes Find or Create Opportunity, which then asks for the fields of a new deal.
7

Find Project

SearchFind or create

In Zapier“Finds an existing project.”

Fetches an existing project so the Zap can update it or link records to it.

When to use it
invoices from your billing tool should be noted on the right project.
Watch out
Find or Create Project is the same step with creation switched on.
8

Find Task

SearchFind or create

In Zapier“Finds an existing task.”

Searches Daylite for a task that already exists.

When to use it
before Update Task, to close the follow-up linked to a resolved ticket.
Watch out
Find or Create Task opens a task when the search comes back empty; one step, not two.
9

Get Object by ID

Search

In Zapier“Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.”

Pulls one record by its reference ID: a person, company, opportunity, project, note, task or appointment.

When to use it
the reference is already in hand and you need the full record for later steps.
Watch out
forms are not in its list, unlike Remove Object.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there. Switch it on and the Zap carries on without a result.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create. The setting above disappears and the step asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out: keep the first match (the default), stop the Zap, or pass all matches on at once.
When it breaks

When a Daylite Zap breaks

Zapier attaches no help article to Daylite, so these are the general limits that hit a CRM hardest.

Four cases are worth knowing before you publish. If a Zap still misbehaves, our Zapier troubleshooting service can take a look.

  • Old records are never picked up

    A Zap reacts only to what happens after it is switched on. Contacts or deals created earlier stay untouched; moving the backlog is a separate job.

  • The Zap that triggers itself

    Person Updated plus Update Person, or New Note plus Create Note: the Zap writes where its trigger watches, starts again, and burns through tasks fast.

  • Bulk import held back

    Importing a large list into Daylite can send a huge batch of events at once. Zapier's flood protection may hold them back instead of running them all.

  • A search that finds nothing

    By default, an empty search stops the Zap and skips the steps that depended on it. Switch on the no-result setting or use find-or-create.
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FAQ

Daylite and Zapier: common questions

01Is the Daylite Zapier integration free?
Yes, as long as the Zap has two steps. Daylite is not a premium app, so it works on the free plan, which gives 100 tasks a month and unlimited Zaps. The catch is the two-step limit: one trigger and one action. A filter, a search or a second action makes the Zap multi-step, and that requires a paid plan. A Find Person before Create Person, for example, already puts you there.
02How many tasks does a Daylite Zap use?
One task per action that completes successfully, and nothing else. The Daylite trigger never costs a task, however often it fires. A Zap that creates a task and a note uses two tasks per run. An action that fails is not counted against your plan. The thing to watch on Daylite is volume: update triggers fire on every update, so a busy CRM can spend tasks quickly without a filter.
03Does Daylite trigger Zaps in real time?
Yes. All 25 Daylite triggers are instant: Daylite tells Zapier the moment the event happens, so the Zap starts right away on every plan, free included. The polling intervals of the plans, 15 minutes on Free down to 1 minute on Team and Enterprise, do not apply. In the editor, a Zap built on an instant trigger shows a lightning bolt. You never wait for a check, even on the free plan.
04What does connecting Daylite to Zapier require?
A Daylite account, and read or write access to any record you do not own but want the Zap to touch. In Zapier, open Apps, click + Add connection, search Daylite, click Add connection, sign in on the tab that opens and grant access. The connection is then reused by every Zap that has a Daylite step. Without access to a record, the Zap cannot change it, so check permissions on shared records before you publish.
05Why does Update Person ask for a reference?
Every Daylite update action identifies the record through its reference, a path such as /v1/contacts/1000 for a person. The usual fix is to put Find Person before the update, or to start the Zap on a Daylite trigger that already carries the record. The same applies to Link Objects, which needs a primary reference and the references to link. Testing each step before you publish shows straight away whether the reference arrives where it should.
06What if the Daylite operation you need is not listed?
Try the generic steps first. Create Object, Update Object and Find Object are not tied to one dedicated record type, which covers cases the dedicated operations miss, such as editing a form or a note. Get Object by ID fetches any supported record once you have its reference. If even those fall short, the request is outside what this integration exposes today, and another tool or a custom build is the next option to weigh.
07Zapier, Make or n8n for Daylite?
It depends on your criteria, not on a winner. Zapier gives Daylite 25 instant triggers and ready-made actions, with a free plan limited to two-step Zaps. For Make or n8n, the right pick depends on how many steps your scenarios need, how much volume your CRM generates, and who will maintain the workflows. Compare those three points on your own use case before choosing. A quick test on a two-step Zap is a cheap way to check the basics before deciding.
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