STEP 1
Connect Daylite and Planning Center
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 Planning Center Integration
Keep Daylite and Planning Center in sync by integrating their events and actions. When crm events happen in Daylite, update the Planning Center automatically - without any line of code in visual workflow builder.
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Learn about Daylite and Planning Center
Detailed info you need to know about Daylite and Planning Center 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]
Planning Center
Church management software for people, services, giving, groups, and check-ins. [6]
How to connect Daylite to Planning Center
Set up your Daylite and Planning Center integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daylite and Planning Center 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 Planning Center. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daylite and Planning Center work in WEXTL?
WEXTL exposes actions and triggers for Daylite and Planning Center 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 triggersPlanning Center 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.
Planning Center modules
- Accept a ScheduleAccepts a scheduling request for a person.
- Add a Custom Field Value to a PersonSets a custom field value on a person.
- Add a Member to a GroupAdds a person to a group.
- Add an Address to a PersonAdds a mailing address to a person.
- Add an Email to a PersonAdds an email address to a person.
- Add an Item to a PlanAdds an item such as a song or header to a service plan.
- Add a Note to a PlanAdds a note to a service plan.
- Add a Note to a Workflow CardAdds a note to a workflow card.
- Add a Person to a HouseholdAdds a person to a household.
- Add a Person to a WorkflowAdds a person to a follow-up workflow.
- Add a Phone Number to a PersonAdds a phone number to a person.
- Add a Team Member to a PlanSchedules a person on a service plan team.
- Add a Time to a PlanAdds a service or rehearsal time to a plan.
- Approve a Group ApplicationApproves a request to join a group.
- Commit a BatchCommits a donation batch so its donations are recorded.
- Create a BatchCreates a new donation batch.
- Create a BlockoutCreates a blockout date for a person.
- Create a DonationCreates a donation in a batch.
- Create a HouseholdCreates a new household.
- Create an EpisodeCreates a new sermon episode.
- Create a NoteCreates a note on a person.
- Create a PersonCreates a new person profile.
- Create a PlanCreates a new service plan.
- Create a PledgeCreates a pledge for a donor.
- Create a SongCreates a new song in your song library.
- Decline a ScheduleDeclines a scheduling request for a person.
- Delete a BatchDeletes an uncommitted donation batch.
- Delete a Custom Field ValueDeletes a custom field value from a person.
- Delete a DonationDeletes a donation from an uncommitted batch.
- Delete an AddressDeletes a mailing address from a person.
- Delete an EmailDeletes an email address from a person.
- Delete a NoteDeletes a note from a person.
- Delete a PersonDeletes a person profile.
- Delete a Phone NumberDeletes a phone number from a person.
- Delete a PlanDeletes a service plan.
- Delete a Plan ItemDeletes an item from a service plan.
- Delete a Workflow CardDeletes a workflow card.
- Get a BatchReturns a single donation batch.
- Get a Calendar EventReturns a single calendar event.
- Get a Check-InReturns a single check-in.
- Get a Check-In EventReturns a single check-in event.
- Get a DonationReturns a single donation.
- Get a FormReturns a single form.
- Get a Form SubmissionReturns a single form submission.
- Get a FundReturns a single giving fund.
- Get a GroupReturns a single group.
- Get a Group EventReturns a single group event.
- Get a ListReturns a single saved people list.
- Get an AttendeeReturns a single signup attendee.
- Get an EpisodeReturns a single sermon episode.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daylite and Planning Center 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 Planning Center.
Connect your Daylite and Planning Center 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 "Accept a Schedule" in Planning Center. Daylite has 11 triggers (including Watch Appointments, Watch Companies, and Watch Contacts); Planning Center has 148 actions (including Accept a Schedule, Add a Custom Field Value to a Person, and Add a Member to a Group). 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-Planning Center 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 Planning Center) 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 + Planning Center 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 Planning Center integration.
- Daylite and Planning Center integration source code, module specs and credentials implementation.
- Our Daylite and Planning Center integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daylite and Planning Center — 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
- Planning Center integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library