STEP 1
Connect Daylite and Keap
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Daylite and Keap Integration
Connect Daylite and Keap to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Daylite and Keap
Detailed info you need to know about Daylite and Keap integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daylite to Keap
Set up your Daylite and Keap integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daylite and Keap nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Daylite and Keap. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daylite and Keap work in WEXTL?
WEXTL exposes actions and triggers for Daylite and Keap that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Daylite triggersKeap actions
Daylite modules
- 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.
- 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.
Keap modules
- Achieve an Automation GoalAchieves a goal in an automation for a contact.
- Add a Product Option List Option ValueAdds product option values to a product option of type LIST.
- Add Contacts to an Automation SequenceAdds a list of contacts to an automation sequence Response contains a map of the provided list of Contact Ids and their individual result.
- Add Contacts to Campaign SequenceAdds a list of contacts to a campaign sequence Response contains a map of the provided list of Contact Ids related to their individual result.
- Add Tag to CompanyApplies a Tag to a Company.
- Adjust Inventory of a ProductIncrease or decrease the quantity of the Product.
- Apply Commission to an Order ItemApplies commission to an order item on an existing order.
- Apply TagApplies a Tag to a list of Contacts.
- Apply Taxes on an OrderCalculate taxes for a single Order for a given order id.
- Assign a Product Commission ProgramAssigns a Product Commission Program to a Product.
- Assign a Subscription Commission ProgramAssigns a Subscription Commission Program to a Subscription.
- Assign Affiliate to Commission ProgramAssigns an Affiliate to Commission Program.
- Assign Products to a Product CategoryUpdates the list of products assigned to a Product Category. **Note:** The full list of product IDs that should remain assigned must be provided; any IDs omitted are removed automatically.
- Attach a File to an Order InvoiceAttaches an uploaded File to an Order Invoice.
- Bulk Unpublish AutomationsBulk unpublish one or more automations.
- Bulk Update for Automations CategoriesBulk updates the categories of one or more automations.
- Cancel SubscriptionCancels the specified subscription.
- Create a Category DiscountCreates a Category Discount.
- Create a Category Discount CriteriaCreates a Category Discount Criteria.
- Create a CompanyCreates a new Company.`country_code` is required if `region` is specified.
- Create a ContactCreates a new Contact. *Note:* Contact must contain at least one item in `email_addresses`, `phone_numbers`, or `addresses` and `country_code` is required if `region` is specified. Optionally accepts a `duplicate_option` query parameter which performs dup.
- Create a Contact Link TypeCreates a new type of Contact Link.
- Create a Default Commission ProgramCreates a Default Commission Program.
- Create a FileUploads a file using multipart/form-data. The `file` part contains the binary file content; `file_name`, `is_public`, `file_association`, and optionally `contact_id` are additional text parts in the same multipart request. Sending these as URL query param.
- Create a Lead SourceCreates a new Lead Source.
- Create a Lead Source CategoryCreates a new Lead Source Category.
- Create a NoteCreates a new Note.
- Create a PaymentCreates a payment record. Alternatively, adds a record of historical or external payment of cash or credit card.
- Create a ProductCreates a new product.
- Create a Product CategoryCreates a new Product Category.
- Create a Product DiscountCreates a Product Discount.
- Create a Product Discount CriteriaCreates a Product Discount Criteria.
- Create a Product OptionCreates a new product option.
- Create a ReferralCreates a new referral partner referral on the provided contact.
- Create a Set of Email RecordsCreates a set of Records of Emails sent to Contacts, maximum 1000 per transaction.
- Create a Shipping DiscountCreates a Shipping Discount.
- Create a Shipping Discount CriteriaCreates a Shipping Discount Criteria.
- Create a Subscription Free Trial DiscountCreates a Subscription Free Trial Discount.
- Create a Subscription Free Trial Discount CriteriaCreates a Subscription Free Trial Discount Criteria.
- Create a TaskCreates a new task as the authenticated user.
- Create an AffiliateCreates a single Affiliate.
- Create an Affiliate Commission ProgramCreates an Affiliate Commission Program.
- Create an Affiliate LinkCreates a single Affiliate Link.
- Create an Email RecordCreates a Record of an Email sent to a Contact.
- Create an OpportunityCreates a new opportunity as the authenticated user.
- Create an Opportunity StageCreates a new Opportunity Stage.
- Create an OrderCreates a one time Order with Order items.
- Create an Order ItemCreates an order item on an existing order.
- Create an Order Total DiscountCreates an Order Total Discount.
- Create an Order Total Discount CriteriaCreates an Order Total Discount Criteria.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daylite and Keap integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Daylite and Keap.
Connect your Daylite and Keap accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Daylite's "Watch Appointments" fires, WEXTL can "Achieve an Automation Goal" in Keap. Daylite has 11 triggers (including Watch Appointments, Watch Companies, and Watch Contacts); Keap has 247 actions (including Achieve an Automation Goal, Add a Product Option List Option Value, and Add Contacts to an Automation Sequence). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Daylite-to-Keap automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Daylite (or Keap) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Daylite + Keap automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Daylite and Keap integration.
- Daylite and Keap integration source code, module specs and credentials implementation.
- Our Daylite and Keap integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daylite and Keap — 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.
- Daylite integration information
- Keap integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library