Daylite Integration

Manage contacts, companies, opportunities, projects, tasks, appointments and notes in Daylite CRM. Keep Daylite contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Appointments fires, automatically continue with Get Appointment or Get Category.

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Supported triggers and actions for Daylite integration

Triggers can detect changes in Daylite and run actions that can create, search or modify data inside Daylite automatically [3] — exactly how you set them.

Watch AppointmentsTriggers when an appointment is created or modified.
Watch CompaniesTriggers when a company is created or modified.
Watch ContactsTriggers when a contact is created or modified.
Watch EmailsTriggers when an email is created or modified.
Watch EventsTriggers instantly when a subscribed Daylite webhook event is received.
Watch FilesTriggers when a file is created or modified.
Watch FormsTriggers when a form is created or modified.
Watch NotesTriggers when a note is created or modified.
Watch OpportunitiesTriggers when an opportunity is created or modified.
Watch ProjectsTriggers when a project is created or modified.
Watch TasksTriggers when a task is created or modified.
Get AppointmentRetrieves an appointment by its ID.
Get CategoryRetrieves a category by its name.
Get CompanyRetrieves a company by its ID.
Get Company ImageRetrieves the image of a company.
Get Company TypeRetrieves a company type by its name.
Get ContactRetrieves a contact by its ID.
Get Contact ImageRetrieves the image of a contact.
Get EmailRetrieves an email by its ID.
Get Email BodyRetrieves the body of an email.
Get FileRetrieves the details of a file attachment.
Get File ContentDownloads the content of a file attachment.
Get FormRetrieves a form by its ID.
Get Form DefinitionRetrieves a form definition by its ID.
Get GroupRetrieves a group by its ID.
Get IndustryRetrieves a company industry by its name.
Get KeywordRetrieves a keyword by its name.
Get NoteRetrieves a note by its ID.
Get OpportunityRetrieves an opportunity by its ID.
Get Opportunity TypeRetrieves an opportunity type by its name.
Get PipelineRetrieves a pipeline by its ID.
Get Pipeline StageRetrieves a pipeline stage by its ID.
Get ProjectRetrieves a project by its ID, optionally including trashed projects.
Get RegionRetrieves a company region by its name.
Get RelationshipRetrieves a relationship by its ID.
Get Relationship TypeRetrieves a relationship type by its ID.
Get ResourceRetrieves a resource by its ID.
Get RoleRetrieves a role by its ID.
Get Role TypeRetrieves a role type by its ID.
Get SubscriptionRetrieves a webhook subscription by its ID.
Get TaskRetrieves a task by its ID.
Get TeamRetrieves a team by its ID.
Get UserRetrieves a user by its ID.
List AppointmentsLists all appointments.
List CategoriesLists category names and colours, optionally for one entity type.
List CompaniesLists all companies.
List Company TypesLists all company types.
List ContactsLists all contacts.
List EmailsLists all emails.
List FilesLists all file attachments.
List Form DefinitionsLists all form definitions.
List FormsLists all forms.
List GroupsLists all groups.
List IndustriesLists all company industries.
List KeywordsLists keywords, optionally for one entity type.
List LabelsLists the labels of a given type.
List NotesLists all notes.
List OpportunitiesLists all opportunities.
List Opportunity TypesLists all opportunity types.
List PipelinesLists all pipelines.
List Pipeline StagesLists all pipeline stages.
List ProjectsLists all projects.
List RegionsLists all company regions.
List RelationshipsLists all relationships.
List Relationship TypesLists relationship types, optionally for one entity type.
List ResourcesLists all resources.
List RolesLists all roles.
List Role TypesLists role types, optionally for one entity type.
List SubscriptionsLists webhook subscriptions.
List TasksLists all tasks.
List TeamsLists all teams.
List UsersLists all users.
Search AppointmentsSearches appointments using filters.
Search CompaniesSearches companies using filters.
Search ContactsSearches contacts using filters.
Search EmailsSearches emails using filters.
Search FilesSearches file attachments using filters.
Search FormsSearches forms using filters.
Search NotesSearches notes using filters.
Search OpportunitiesSearches opportunities using filters.
Search ProjectsSearches projects using filters.
Search ResourcesSearches appointment resources using filters.
Search TasksSearches tasks using filters.
Search UsersSearches users using filters.
Create AppointmentCreates an appointment.
Create CompanyCreates a company.
Create ContactCreates a contact.
Create FileCreates a file attachment record.
Create FormCreates a form.
Create Form DefinitionCreates a form definition.
Create GroupCreates a group.
Create NoteCreates a note.
Create OpportunityCreates an opportunity.
Create ProjectCreates a project.
Create RelationshipCreates a relationship between two contacts or companies.
Create Relationship TypeCreates a relationship type.
Create ResourceCreates a resource.
Create RoleCreates a role linking a contact or company to a project or opportunity.
Create Role TypeCreates a role type.
Create SubscriptionCreates a webhook subscription for a Daylite event.
Create TaskCreates a task.
Delete AppointmentDeletes an appointment by its ID.
Delete CategoryDeletes a category by its name.
Delete CompanyDeletes a company by its ID.
Delete Company ImageDeletes the image of a company.
Delete ContactDeletes a contact by its ID.
Delete Contact ImageDeletes the image of a contact.
Delete EmailDeletes an email by its ID.
Delete FileDeletes a file attachment by its ID.
Delete FormDeletes a form by its ID.
Delete Form DefinitionDeletes a form definition by its ID.
Delete GroupDeletes a group by its ID.
Delete KeywordDeletes a keyword by its name.
Delete NoteDeletes a note by its ID.
Delete OpportunityDeletes an opportunity by its ID.
Delete ProjectDeletes a project by its ID.
Delete RelationshipDeletes a relationship by its ID.
Delete Relationship TypeDeletes a relationship type by its ID.
Delete ResourceDeletes a resource by its ID.
Delete RoleDeletes a role by its ID.
Delete Role TypeDeletes a role type by its ID.
Delete SubscriptionDeletes a webhook subscription by its ID.
Delete TaskDeletes a task by its ID.
Make an API CallSends a custom authenticated request to any Daylite API endpoint.
Set File ContentUploads the content of a file attachment.
Update AppointmentUpdates an appointment by its ID.
Update CompanyUpdates a company by its ID.
Update Company ImageSets the image of a company.
Update ContactUpdates a contact by its ID.
Update Contact ImageSets the image of a contact.
Update EmailUpdates an email by its ID.
Update FileUpdates a file attachment by its ID.
Update FormUpdates a form by its ID.
Update Form DefinitionUpdates a form definition by its ID.
Update GroupUpdates a group by its ID.
Update NoteUpdates a note by its ID.
Update OpportunityUpdates an opportunity by its ID.
Update ProjectUpdates a project by its ID.
Update RelationshipUpdates a relationship by its ID.
Update Relationship TypeUpdates a relationship type by its ID.
Update ResourceUpdates a resource by its ID.
Update RoleUpdates a role by its ID.
Update Role TypeUpdates a role type by its ID.
Update TaskUpdates a task by its ID.

How to integrate Daylite in automation workflow?

3 simple steps to make your Daylite connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Daylite in workflow

Pick Daylite app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Daylite

When prompted, authorize access to Daylite in WEXTL once. Daylite credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Daylite account. Approve?

STEP 3

Build a workflow

Build your workflow with Daylite yourself or with WEXTL® AI Builder. Connect Daylite to any available integrations [5], or use HTTP node to go beyond them.

Daylite

How Daylite connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Daylite app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Daylite supports.

Full Daylite API documentation

The following table illustrates what fields Daylite integration require during authorization flow inside our workflow builder [4].

Demonstration of Daylite connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Refresh TokenRequired	password	Your personal refresh token (no app registration needed). Generate one as described at https://developer.daylite.app/reference/personal-token. Access tokens expire after 1 hour; the connection renews them automatically with this refresh token.

Connect Daylite to popular apps on WEXTL

Enter a name of the other app you want to sync with Daylite below. Click on selected app to explore integration options with Daylite. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Daylite integration

Select Watch Forms trigger from Daylite - this will be a starting point in your automation. Whenever event happens in Daylite, workflow will start [7] from Watch Forms node.

Search for Create Form Definition, connect it as the next step of integration sequence. You can use filters between Watch Forms and Create Form Definition, so only important data pass from Watch Forms to the next step. WEXTL gives you full control over the process of Daylite automation. All parts of workflow are visible on the canvas [4].

Daylite on WEXTL has 144 modules for combining crm automations. Explore Daylite documentation for more.

Daylite

Watch Forms

Copper

Performs action

Copper

Triggers

Daylite

Create Form Definition

Demonstration of how visual Daylite automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Daylite in your workflows.

Daylite has 11 triggers, including "Watch Appointments", "Watch Companies", and "Watch Contacts", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 133 actions, including "Get Appointment", "Get Category", and "Get Company", and more. Refer to our Daylite Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Daylite integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Daylite official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Daylite provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Daylite or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Daylite inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Daylite modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Daylite integration.

Daylite integration source code, module specs and credentials implementation.
Internal Daylite integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Daylite vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Daylite App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Daylite Integration

Supported triggers and actions for Daylite integration