STEP 1
Connect Daylite and OnePageCRM
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 OnePageCRM Integration
Build crm workflows between Daylite and OnePageCRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Daylite and OnePageCRM
Detailed info you need to know about Daylite and OnePageCRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Daylite
Manage contacts, companies, opportunities, projects, tasks, appointments and notes in Daylite CRM. [5]
OnePageCRM
Action CRM — contacts, deals, notes, and next actions. [6]
How to connect Daylite to OnePageCRM
Set up your Daylite and OnePageCRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daylite and OnePageCRM 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 OnePageCRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daylite and OnePageCRM work in WEXTL?
WEXTL exposes actions and triggers for Daylite and OnePageCRM 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 triggersOnePageCRM 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.
OnePageCRM modules
- Add a Deal AttachmentCreate attachment and assign it to an existing deal.
- Add a Meeting AttachmentCreate attachment and assign it to an existing meeting.
- Create a CallCreate a new call.
- Create a ContactCreate a new contact.
- Create a Contact CallCreate a call for a specific contact.
- Create a Contact DealCreate a deal for a specific contact.
- Create a Contact MeetingCreate a meeting for a specific contact.
- Create a Contact NoteCreate a note for a specific contact.
- Create a DealCreate a new deal.
- Create a Lead SourceCreate a new lead source.
- Create a MeetingCreate a new meeting.
- Create an ActionCreate a new action.
- Create an AttachmentCreate a new attachment.
- Create a NoteCreate a new note.
- Create a StatusCreate a new status.
- Delete a CallDelete a specific call.
- Delete a ContactDelete a specific contact by a provided contat Id.
- Delete a DealDelete a specific deal by a deal Id.
- Delete a Lead SourceDelete a specific lead source.
- Delete a MeetingDelete a specific meeting.
- Delete an ActionDelete a specific action.
- Delete an AttachmentDelete a specific attachment.
- Delete a NoteDelete a specific note.
- Delete a StatusDelete a specific status.
- Get a CallGet a specific call.
- Get a CompanyGet a specific company by a given company Id.
- Get a ContactGet a specific contact by a given contact Id.
- Get a DealGet a specific deal by a given deal Id.
- Get a Lead SourceGet a specific lead source.
- Get a MeetingGet a specific meeting.
- Get an ActionGet a specific action.
- Get a NoteGet a specific note.
- Get a StatusGet a specific status.
- Get a UserGet a specific user.
- Link Company ContactLink a contact to a specific company.
- List ActionsGet a list of actions.
- List CallsGet a list of calls.
- List CompaniesGet a list of companies.
- List Contact CallsGet all calls for a specific contact.
- List Contact DealsGet all deals for a specific contact.
- List Contact MeetingsGet all meetings for a specific contact.
- List Contact NotesGet all notes for a specific contact.
- List ContactsGet a list of contacts.
- List DealsGet a list of deals.
- List Lead SourcesGet the list of lead sources.
- List MeetingsGet a list of meetings.
- List NotesGet a list of notes.
- List StatusesGet the list of statuses.
- List UsersGet the list of users.
- Make an API CallPerform an arbitrary authorized API request to OnePageCRM API.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daylite and OnePageCRM 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 OnePageCRM.
Connect your Daylite and OnePageCRM 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 "Add a Deal Attachment" in OnePageCRM. Daylite has 11 triggers (including Watch Appointments, Watch Companies, and Watch Contacts); OnePageCRM has 63 actions (including Add a Deal Attachment, Add a Meeting Attachment, and Create a Call). 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-OnePageCRM 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 OnePageCRM) 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 + OnePageCRM 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 OnePageCRM integration.
- Daylite and OnePageCRM integration source code, module specs and credentials implementation.
- Our Daylite and OnePageCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daylite and OnePageCRM — 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
- OnePageCRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library