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Daylite

Manage contacts, companies, opportunities, projects, tasks, appointments and notes in Daylite CRM.

11 triggers73 searches60 actionsInstant (webhooks)Auth: API keyAuth: OAuth

AI-assisted documentation36 min read

This documentation is compiled from our integration source code, internal specs for Daylite, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Daylite on WEXTL →

Connecting Daylite takes an active account plus an API access token from your account settings — no other setup is required.[3]

Credential type option 1

Daylite (Personal Token)

  • Refresh TokenpasswordRequired

    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.

    [1]
Credential type option 2

Daylite (OAuth)

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

  • Client IDtextRequired

    Your OAuth application's client ID. Register an app via Daylite's App Registration form (https://developer.daylite.app/reference/app-registration) to be issued one.

    [1]
  • Client SecretpasswordRequired

    Your OAuth application's client secret, issued to you after registering your app via Daylite's App Registration form (https://developer.daylite.app/reference/app-registration).

    [1]
Integration requests 2 permissions:
Read access to all Daylite dataWrite access to all Daylite data
  1. Log in to your WEXTL account, add the Daylite node module to your workflow, and click Create new credential.
    Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Daylite account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

The list below is a reference of every Daylite node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Expand any Daylite node module below to see exactly what it takes in, what it returns, and what connection it needs.

Look for Daylite templates in the WEXTL template library.

Browse templates →
  1. Copper[2]CRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches.
  2. ClozeManage people, companies, projects, and timeline records in Cloze relationship management.
  3. AttioRelationship CRM — people, companies, deals, lists, and custom objects.
  4. Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
  5. Bitrix24Online workspace for businesses with CRM, tasks, chats, and document storage.
More apps in CRM category →
  1. WEXTL® Daylite Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Daylite.
  4. WEXTL® visual workflow builder data.

Last updated: Oct 18, 2026 14:28

How we write our apps documentation

How we compile these docs — sources, AI's role, and how we verify.