Daylite Integrations
Because even CRM systems need friends
Accounting & Billing
TOPIX
Transfer companies and persons created in Daylite from Daylite to TOPIX. Automatically create invoices for project times recorded in Daylite. Import your article master data. View offers and invoices created in TOPIX in PDF format in Daylite.
Requirement: Plus Package
MonKey Office
Transfer companies and persons created in Daylite from Daylite to MonKey Office. View invoices created in MonKey Office in PDF format in Daylite. Automatically create invoices for project times recorded in Daylite.
Requirement: Plus Package
FastBill
Transfer companies and persons created in Daylite from Daylite to FastBill. View invoices created in FastBill in PDF format in Daylite. Automatically create invoices for project times recorded in Daylite.
Requirement: Plus Package
sevdesk
Transfer companies and individuals created in Daylite from Daylite to sevdesk. View invoices created in sevdesk in PDF format in Daylite. Automatically create invoices for project times recorded in Daylite.
Requirement: Plus Package
Lexware Office
Transfer companies and individuals created in Daylite from Daylite to lexoffice. View invoices created in lexoffice in PDF format in Daylite. Automatically create invoices for project times recorded in Daylite.
Requirement: Plus Package
easybill
Transfer companies and individuals created in Daylite from Daylite to easybill. View invoices created in easybill in PDF format in Daylite. Automatically create invoices for project times recorded in Daylite.
Requirement: Plus Package
Documents
Google Sheets
Let external service providers update a phone list, for example, which then adds contacts in Daylite. Update evaluation data for your customers.
Requirement: Zapier
Microsoft Word
Create Word documents based on templates from Daylite.
Daylite standard function
Apple Pages
Create Pages documents based on templates from Daylite.
Daylite standard function
Dropbox
With Dropbox, you can store your files securely, keep them up to date, and share them with colleagues. Activate Dropbox integration in the DayliteDocs settings.
Requirement: Plus Package
OneDrive
With OneDrive integration in DayliteDocs, you can easily link existing OneDrive folders to Daylite objects or create new ones within your folder structure. In addition, OneDrive files and folders can be assigned as tasks, including file references for processing.
Requirement: Plus Package
Newsletter & E-Mail
Apple Mail
Save your e-mail correspondence automatically in Daylite. Link e-mails with customers, appointments or projects. Turn e-mails into tasks. All this within Apple Mail.
Requirement: Daylite Mail Assistant
Mailchimp
Synchronize your newsletter lists in Mailchimp with your Daylite contacts. Create filtered lists in Daylite based on the click behavior of your newsletter recipients.
Requirement: Plus Package
Missive
Combine the processing of emails, social media messages, WhatsApp, and SMS in one application. Chat with colleagues about customer communication and use centralized signatures.
Requirement: iOMailAssistant
Online Meetings & Webinars
GoToMeeting
Use telephone and web conference connections for your appointments or meetings.
Requirement: Plus Package & Zapier
Zoom
With Plus Package for Daylite, create Zoom meetings for your Daylite appointments with a single click and include the invitation link in the confirmation email.
Requirement: Plus Package
Webex
Webex is Cisco’s video conferencing system. Activate your Webex account in the ProductivityTools settings and create your Webex conferences with just one click in the future.
Requirement: Plus Package
Microsoft Teams
Create a Teams meeting directly from Daylite with just one click.
Requirement: Plus Package
Social Media
Schedule the posts on your Facebook page with the Daylite calendar and display posts created on Facebook in Daylite.
Requirement: Zapier
Schedule posts for Instagram with the Daylite calendar and display posts created in Instagram in Daylite.
Requirement: Zapier
X
Plan posts for your X channel using the Daylite calendar and display posts created in X in Daylite.
Requirement: Zapier
Telephony & Communication
Bria
Initiate phone calls with the Bria softphone from Daylite. Incoming phone calls in Bria are signaled in Daylite.
Requirement: Plus Package
STARFACE
Initiate phone calls with the STARFACE phone system from within Daylite. Incoming phone calls to STARFACE are signaled in Daylite.
Requirement: Plus Package
Twilio
Send single and bulk SMS messages based on templates to your Daylite contacts. Send automated SMS messages based on events in Daylite.
Requirement: Plus Package
Slack
Integrate Slack into Daylite. Create chat channels to Daylite objects.
Requirement: Plus Package
Zoom Phone
Initiate phone calls with the Zoom Phone system from within Daylite. Incoming phone calls in Zoom Phone are signaled in Daylite.
Requirement: Plus Package
ChatMate
With ChatMate integration, you can transfer any WhatsApp chats and documents to your Daylite, including personal customer communications.
Requirement: Plus Package
Other Services
Apple Calendar
Synchronize your Daylite appointments with Apple’s calendar app.
Daylite standard function
Apple Contacts
Synchronize your Daylite contacts with Apple’s contacts app.
Daylite standard function
Merlin Project
Connect times and resources from Daylite with detailed project planning for complex and time-consuming projects.
Daylite standard function
Apple Siri
Create appointments and tasks in Daylite with Siri.
Daylite standard function
Acuity Scheduling
Offer online appointment bookings on your website that automatically synchronize with your Daylite calendar. New contacts are automatically created in Daylite.
more about Acuity Scheduling >>
Requirement: Plus Package
Klipfolio
Visualize Daylite data as any chart in Klipfolio.
Voraussetzung: Indiv. Konnektor
memtime
Connect the time recording software timeBro with Daylite and automatically record your working time for projects, phone calls, or tasks.
Requirement: Plus Package
Wufoo
The online service Wufoo offers you the possibility to create online forms in a very simple way and integrate them into your website.
Requirement: Plus Package
Zendesk
Zendesk is a system for tracking, prioritizing, and resolving support tickets. Visualize the communication with your customers in Daylite.
Requirement: Zapier
SimpleSign
Send quotes as electronically signable documents directly from Daylite. As soon as your customer views the quote, you will be notified by email. The customer signs directly on their computer or smartphone with legal validity.
Requirement: Plus Package
You want to integrate a system in Daylite?
Arrange a free appointment with our consulting team:
