Daylite

The Daylite modules allow you to watch, search, get, create, update, and delete the contacts, companies, opportunities, projects, forms, appointments, tasks, and notes from your Daylite account.

Getting Started with Daylite

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Daylite account to Make :

  1. Log in to your Make account and add a module from the Daylite app into an Make scenario.

  2. Click Add next to the Connection field.

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  3. In the Connection name field, enter a name for the connection and click Continue.

  4. Enter your credentials and click Sign In.

  5. Confirm your access by clicking Authorize.

You have successfully connected the Daylite app with Make and can now build scenarios.

Make automatically creates a webhook in DFFaylite once you add an instant trigger to your scenario.

Triggers when a new person is created in Daylite.

Webhook

Enter (map) a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a person is updated in Daylite.

Webhook

Enter (map) a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a person is deleted in Daylite.

Webhook

Enter (map) a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for contact or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Search Criteria

Select the criteria to search:

  • First Name

  • Last Name

  • Middle Name

  • Prefix

  • Suffix

  • Full Name

  • Alias

  • Nickname

  • Category

  • Details

Equals

Enter (map) the value for the search criteria selected

Note: You can select AND rule or OR rule for searching.

Limit

Set the maximum number of contacts Make should return during one execution cycle. The default value is 10.

Shows the details of a contact.

Connection

Establish a connection to your Daylite account.

Contact ID

Select or map the Contact ID to retrieve.

Creates a new contact.

Connection

Establish a connection to your Daylite account.

First Name

Enter (map) the first name for the contact.

Last Name

Enter (map) the last name for the contact.

Prefix

Enter (map) the prefix for the contact.

Suffix

Enter (map) the suffix for the contact.

Alias

Enter (map) the alias for the contact.

Nickname

Enter (map) the nickname for the contact.

Category

Select or map the type of category for the contact.

Keywords

Select the keyword for the contact:

  • Newsletter

  • Unsubscribed

  • Company Advocate

  • Original Source Referral

  • Original Source: Networking

  • Original Source: Direct

  • Original Source: Trade Show

Emails

Label

Select or map the label for the email address:

  • Home

  • Personal

  • Work

Email Address

Enter (map) the email address of the contact.

Note

Enter (map) the note for the contact created.

Social Profiles

Label

Select or map the label for Social Profiles:

  • Home

  • Work

Service

Enter (map) the service name of the social profile.

Username

Enter (map) the username of the social profile.

URL's

Label

Select the label

URL

Enter (map) the URL of the website.

Companies

Company

Select or map the type of company.

Title

Enter (map) the name of the company.

Opportunities

Opportunity

Select or map the type of opportunity.

Title

Enter (map) the name for the opportunity.

Projects

Project

Select or map the project type.

Title

Enter (map) the name of the project.

Notes

Select or map the type of notes to create a contact.

Tasks

Select or map the type of tasks to create a contact.

Appointments

Select or map the type of appointment to create a contact.

Groups

Select or map the type of group to create a contact.

Modifies a contact.

Connection

Establish a connection to your Daylite account.

Contact ID

Select or map the Contact ID to update a contact.

First Name

Enter (map) the first name for the contact.

Middle Name

Enter (map) the middle name for the contact.

Last Name

Enter (map) the last name for the contact.

Category

Select the category of the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Employee

  • Personal

  • Vendor

Keywords

Select the keyword for the contact:

  • Newsletter

  • Unsubscribed

  • Company Advocate

  • Original Source Referral

  • Original Source: Networking

  • Original Source: Direct

  • Original Source: Trade Show

Emails

Label

Select or map the label for the email address:

  • Home

  • Personal

  • Work

Email Address

Enter (map) the updated email address of the contact.

Note

Enter (map) the updated note for the contact created.

URL's

Label

Select the label for the URL address.

URL

Enter (map) the URL of the website.

Address

Label

Select the label for the address:

  • Billing

  • Home

  • Shipping

  • Work

Street

Enter (map) the street number and name of the contact.

City

Enter (map) the city/town/village name of the contact.

State

Enter (map) the state/province/country name of the contact.

Postal Code

Enter (map) the postal/zip code of the contact.

Country

Enter (map) the country name of the contact.

Note

Enter (map) the additional information of the contact.

Prefix

Enter (map) the prefix for the contact.

Removes a contact.

Connection

Establish a connection to your Daylite account.

Contact ID

Select or map the Contact ID to remove the contact.

You can watch, create, update, list, retrieve, and delete the companies using the following modules.

Note

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new company is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a company is updated in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for companies or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Select or map the criteria and enter their value to search for the companies that match the specified criteria.

Limit

Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

Shows the details of a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID whose details you want to retrieve.

Creates a new company.

Connection

Establish a connection to your Daylite account.

Name

Enter (map) the company's first name.

Category

Select the company category type:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Keywords

Select or map the keyword that helps search for the company. For example, Original Source Referral.

Type

Select or map the company type. For example, a corporation.

Industry

Select or map the company industry type. For example, Advertising.

Region

Select or map the region of the company.

Emails

Add the contact email addresses of the company. You can add multiple contacts.

URL's

Add the URL addresses related to the company. You can add multiple URL addresses.

Social Profiles

Label

Select or map the label for Social Profiles:

  • Home

  • Work

Service

Enter (map) the social service name of the social profile.

Username

Enter (map) the username of the social profile.

Phone Number

Label

Select or map the label for the phone number:

  • Home

  • Main

  • Mobile

  • Work

Format

Select the format for the phone number:

  • E.164

  • Free Form

Number

Enter (map) the phone number of the company.

Note

Enter (map) the additional information on the phone number.

Address

Label

Select the label for the address:

  • Billing

  • Home

  • Shipping

  • Work

Street

Enter (map) the street number and name of the company.

City

Enter (map) the city/town/village name of the company.

State

Enter (map) the state/province/country name of the company.

Postal Code

Enter (map) the postal/zip code of the company.

Country

Enter (map) the country name of the company.

Note

Enter (map) the additional information of the company.

Details

Enter (map) the details of the company.

Owner

Select or map the owner of the company.

Contacts

Contact

Select or map the contact of the company.

Title

Enter (map) the title of the contact.

Department

Enter (map) the department of the contact.

Opportunities

Opportunity

Select or map the type of opportunity.

Title

Enter (map) the name for the opportunity.

Modifies a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID to update the company details.

Name

Enter (map) the name of the company.

Category

Select the type of category for the company:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Keywords

Select the keyword for the company:

  • Original Source Referral

  • Original Source: Networking

  • Original Source: Direct

  • Original Source: Trade Show

Type

Select the type of the company:

  • Corporation

  • Government

  • Limited Liability

  • Non-Profit

  • Partnership

  • Sole Proprietor

Industry

Select the type of industry:

  • Accounting

  • Advertising

  • Agriculture

  • Charity and Voluntary Work

  • Construction

  • Consulting

  • Creative Art & Design

  • Education

  • Energy & Utilities

  • Engineering

  • Events Management

  • Financial Services

  • Healthcare

  • Hospitality

  • Information Technology

  • Legal

  • Manufacturing

  • Marketing & HR

  • Media and Internet

  • Property Management

  • Public Services and Administration

  • Real Estate

  • Retail

  • Social Care

  • Sports

  • Tourism

  • Transport and Logistics

Region

Select or map the region of the company.

Emails

Label

Select or map the label for the email address:

  • Home

  • Personal

  • Work

Email Address

Enter (map) the email address of the contact.

Note

Enter (map) the note for the contact created.

URL's

Label

Select the label of the URL.

URL

Enter (map) the URL of the website.

Note

Enter (map) the note for the company updated.

Social Profiles

Label

Select or map the label for Social Profiles:

  • Home

  • Work

Service

Enter (map) the social service name of the social profile.

Username

Enter (map) the username of the social profile.

Phone Number

Label

Select or map the label for the phone number:

  • Home

  • Main

  • Mobile

  • Work

Format

Select the format for the phone number:

  • E.164

  • Free Form

Number

Enter (map) the phone number of the company.

Note

Enter (map) the additional information on the phone number.

Address

Label

Select the label for the address:

  • Billing

  • Home

  • Shipping

  • Work

Street

Enter (map) the street number and name of the company.

City

Enter (map) the city/town/village name of the company.

State

Enter (map) the state/province/country name of the company.

Postal Code

Enter (map) the postal/zip code of the company.

Country

Enter (map) the country name of the company.

Note

Enter (map) the additional information of the company.

Details

Enter (map) the details of the company.

Owner

Select or map the owner of the company.

Contacts

Select or map the contact of the company.

Opportunities

Opportunity

Select or map the type of opportunity.

Title

Enter (map) the name for the opportunity.

Removes a company.

Connection

Establish a connection to your Daylite account.

Company ID

Select or map the Company ID to delete the company.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new opportunity is created in Daylite.

Webhook

Enter (map) the name of the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when an opportunity is updated in Daylite.

Webhook

Enter (map) the name of the webhook.

Connection

Establish a connection to your Daylite account.

Searches for opportunities or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Search Criteria

Select the criteria to search:

  • Name

  • State

  • Type

  • Category

  • Details

Equal

Enter (map) the value for the search criteria selected

Note: You can select AND rule or OR rule for searching.

Limit

Set the maximum number of opportunities Make should return during one execution cycle. The default value is 10.

Shows the details of an opportunity.

Connection

Establish a connection to your Daylite account.

Opportunity ID

Select or map the Opportunity ID to retrieve.

Creates a new opportunity.

Connection

Establish a connection to your Daylite account.

Name

Enter (map) a name for the opportunity to create.

Contacts

Contact

Select or map the contact to create an opportunity.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Employee

  • Personal

  • Vendor

Title

Enter (map) the title for the contact.

List of company roles

Company

Select or map the company to create an opportunity.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Title

Enter (map) the title of the company.

Notes

Select or map the notes for the opportunity to be created.

Tasks

Select or map the tasks for the opportunity to be created.

Appointments

Select or map the appointment for the opportunity to be created.

Groups

Select or map the groups for the opportunity to be created.

Modifies an opportunity.

Connection

Establish a connection to your Daylite account.

Opportunity ID

Select or map the Opportunity ID to update.

Name

Enter (map) a name for the opportunity to update.

Contacts

Contact

Select or map the contact to create an opportunity.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Employee

  • Personal

  • Vendor

Title

Enter (map) the title for the contact.

Company

Company

Select or map the company to create an opportunity.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Title

Enter (map) the title of the company.

Notes

Select or map the notes for the opportunity to be created.

Tasks

Select or map the tasks for the opportunity to be created.

Appointments

Select or map the appointment for the opportunity to be created.

Groups

Select or map the groups for the opportunity to be created.

Removes an opportunity.

Connection

Establish a connection to your Daylite account.

Opportunity ID

Select or map the Opportunity ID you want to delete.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new project is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a project is updated in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for projects or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Search Criteria

Select the criteria to search:

  • Name

  • Status

  • Category

Equal

Enter (map) the value for the search criteria selected

Note: You can select AND rule or OR rule for searching.

Limit

Set the maximum number of projects Make should return during one execution cycle. The default value is 10.

Shows the details of a project.

Connection

Establish a connection to your Daylite account.

Project ID

Select or map the Project ID to retrieve.

Creates a new project.

Connection

Establish a connection to your Daylite account.

Name

Enter or map a name for the project.

Status

Select the status of the project:

  • New

  • In Progress

  • Done

  • Abandoned

  • Canceled

  • Deferred

Due

Enter (map) the due date of the project.

Started

Enter (map) the starting date of the project.

Completed

Enter (map) the completion date of the project.

Details

Enter (map) the details of the project.

Priority

Enter (map) the priority of the project.

Note

This must be an integer value between 0 and 10. This value must be lower than 10 and higher than 0.

Category

Select the category of the project:

  • Product

  • Service

Keywords

Select or map the keywords for the project created.

Owner

Select or map the owner for the project created.

Contacts

Contact

Select or map the contact to create a project.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Employee

  • Personal

  • Vendor

Title

Enter (map) the title for the contact.

Companies

Company

Select or map the company to create a project.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Title

Enter (map) the title of the company.

Notes

Select or map the notes for the project to be created.

Tasks

Select or map the tasks for the project to be created.

Appointments

Select or map appointments for the project to be created.

Groups

Select or map the groups for the project to be created.

Modifies a project.

Connection

Establish a connection to your Daylite account.

Project ID

Select or map the Project ID to update.

Name

Enter (map) a name for the project.

Status

Select the status of the project:

  • New

  • In Progress

  • Done

  • Abandoned

  • Canceled

  • Deferred

Due

Enter (map) the updated due date of the project.

Started

Enter (map) the updated starting date of the project.

Completed

Enter (map) the updated completion date of the project.

Details

Enter (map) the details of the project.

Priority

Enter (map) the priority of the project.

Note

This must be an integer value between 0 and 10. This value must be lower than 10 and higher than 0.

Category

Select the category of the project:

  • Product

  • Service

Keywords

Select or map the keywords for the project created.

Owner

Select or map the owner for the project created.

Contacts

Contact

Select or map the contact to create a project.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Employee

  • Personal

  • Vendor

Title

Enter (map) the title for the contact.

Companies

Company

Select or map the company to create a project.

Role

Select the type of role for the contact:

  • Client

  • Lead Qualified

  • Lead unqualified

  • Personal

  • Vendor

Title

Enter (map) the title of the company.

Notes

Select or map the notes for the project to be updated.

Tasks

Select or map the tasks for the project to be updated.

Appointments

Select or map appointments for the project to be updated.

Groups

Select or map the groups for the project to be updated.

Removes a project.

Connection

Establish a connection to your Daylite account.

Project ID

Select or map the Project ID to delete the project.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new form is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a form is updated in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Get the list of form definitions.

Connection

Establish a connection to your Daylite account.

Limit

Set the maximum number of forms Make should return during one execution cycle. The default value is 10.

Shows the details of a form.

Connection

Establish a connection to your Daylite account.

Form ID

Select or map the Form ID whose details you want to retrieve.

Creates a new form.

Connection

Establish a connection to your Daylite account.

Name

Enter or map a name for the form.

Definition ID

Select the Definition ID to enter additional details.

Values

How did you hear about us?

Select or map how you came across this product.

What have you used in the past?

Enter (map) what products you have used in the past.

What is your budget for this project?

Enter (map) the budget of the project.

How many people are in the office

Select the number of employees in the organization.

What is the ideal target date?

Enter (map) the target date for the form to be created.

Keywords

Select or map the keywords for the form to be created.

Contacts

Select or map the contacts to add them to the form being created.

Companies

Select or map the companies to add them to the form being created.

Projects

Select or map the projects to add them to the form being created.

Tasks

Select or map the tasks to add them to the form being created.

Appointments

Select or map the appointment to add them to the form being created.

Groups

Select or map the groups to add them to the form being created.

Creates a new form definition.

Connection

.

Name

Enter or map a name for the form template definition.

Is Active

Select whether the form template is active or inactive.

Key Definitions

Name

Enter (map) a name for the key definitions.

Type

Select the type of form field:

  • Text

  • Number

  • Date

  • Time

  • Date Time

  • Money

  • Float

  • Checkbox

  • Dropdown list

  • Combo

  • Multiple Checkboxes

Modifies a form.

Connection

Establish a connection to your Daylite account.

Form ID

Select or map the Form ID to update the form.

Name

Enter or map the updated name for the form.

Definition ID

Select or map the Definition ID to enter additional details.

Values

How did you hear about us?

Select or map how you came across this product.

What have you used in the past?

Enter (map) what products you have used in the past.

What is your budget for this project?

Enter (map) the budget of the project.

How many people are in the office

Select the number of employees in the organization.

What is the ideal target date?

Enter (map) the target date for the form to be created.

Keywords

Select or map the keywords for the form to be created.

Contacts

Select or map the contacts to add them to the form being created.

Companies

Select or map the companies to add them to the form being created.

Projects

Select or map the projects to add them to the form being created.

Tasks

Select or map the tasks to add them to the form being created.

Appointments

Select or map the appointment to add them to the form being created.

Groups

Select or map the groups to add them to the form being created.

Removes a form.

Connection

Establish a connection to your Daylite account.

Form ID

Select or map the Form ID you want to delete.

Triggers when a new appointment is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for appointments or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Select or map the criteria and enter its value to search for the appointment that matches the specified criteria.

Limit

Set the maximum number of appointments Make will return during one execution cycle. The default value is 10.

Shows the details of an appointment.

Connection

Establish a connection to your Daylite account.

Appointment ID

Select or map the Appointment ID whose details you want to retrieve.

Creates a new appointment.

Connection

Establish a connection to your Daylite account.

Subject

Enter (map) a subject line for the appointment.

UTC Start

Enter (map) the appointment start date and time in the UTC timezone.

UTC End

Enter (map) the appointment end date and time in the UTC timezone.

Local Start

Enter (map) the appointment start date and time in the user's local timezone.

Local End

Enter (map) the appointment end date and time in the user's local timezone.

Location

Enter (map) the location of the appointment. For example, Zoom meeting.

Category

Select or map the appointment category:

  • Internal Meeting

  • Vacation

  • Client Meeting

  • Travel Time

  • Personal

Keywords

Select or map the keywords that help in searching the appointment.

Details

Enter (map) the appointment details.

All Day

Select whether this is an all-day appointment.

Type

Select or map the appointment type. For example, online.

Show as

Select or map the appointment status:

  • Busy

  • Free

Time Zone

Select or map the appointment timezone.

Resources

Select or map the resources to add to the appointment. For example, business reports.

Contacts

Select or map the contacts to add to the appointment.

Companies

Select or map the companies to add to the appointment.

Tasks

Select or map the tasks to complete before or perform during the appointment.

Removes an appointment.

Connection

Establish a connection to your Daylite account.

Appointment ID

Select or map the Appointment ID you want to delete.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new task is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a task is updated in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for tasks or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Search Criteria

Select the criteria to search:

  • Title

  • Category

  • Details

  • Location

  • Type

  • Status

  • Priority

Equal

Enter (map) the value for the search criteria selected.

Note: You can select AND rule or OR rule for searching.

Limit

Set the maximum number of tasks Make should return during one execution cycle. The default value is 10.

Shows the details of a task.

Connection

Establish a connection to your Daylite account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Creates a new task.

Connection

Establish a connection to your Daylite account.

Title

Enter (map) a title for the task to create.

Details

Enter (map) the additional details for the task.

Category

Select or map the category for the task to be created.

Keywords

Select or map the keywords for the task to be created.

Type

Select the type of the task:

  • To Do

  • Inbound Call

  • Outbound call

  • Fax

  • Email

  • Mail

  • Print

Status

Select the status of the task:

  • Open

  • Pending

  • Deferred

  • In Progress

  • Done

  • Canceled

Location

Enter (map) a location for the task.

Priority

Select the priority for the task:

  • Low

  • Medium

  • High

Due

Enter (map) the due date for the task to be created.

Started

Enter (map) the start date for the task to be created.

Completed

Enter (map) the estimated end time to complete the task.

Estimated Time

Enter (map) the estimated time to complete the task in seconds.

Subtasks

Select or map the subtask to create a new task.

Parent Task

Select or map the parent task to create a new task.

Modifies a task.

Connection

Establish a connection to your Daylite account.

Task ID

Select or map the Task ID to update the task.

Title

Enter (map) a title for the task to update.

Details

Enter (map) the additional details for the task.

Category

Select or map the category for the task to be updated.

Keywords

Select or map the keywords for the task to be updated.

Type

Select the type of the task:

  • To Do

  • Inbound Call

  • Outbound call

  • Fax

  • Email

  • Mail

  • Print

Status

Select the status of the task:

  • Open

  • Pending

  • Deferred

  • In Progress

  • Done

  • Canceled

Location

Enter (map) a location for the task.

Priority

Select the priority for the task:

  • Low

  • Medium

  • High

Due

Enter (map) the date when the task is due.

Started

Enter (map) the date when the task starts.

Completed

Enter (map) the estimated end time to complete the task.

Estimated Time

Enter (map) the estimated time to complete the task in seconds.

Subtasks

Select or map the subtask to create a new task.

Parent Task

Select or map the parent task to create a new task.

Contacts

Select or map the contacts associated with the task.

Companies

Select or map the companies associated with the task.

Opportunities

Select or map the opportunities associated with the task.

Projects

Select or map the projects associated with the task.

Notes

Select or map the notes associated with the task.

Appointments

Select or map the appointments associated with the task.

Removes a task.

Connection

Establish a connection to your Daylite account.

Task ID

Select or map the Task ID you want to delete.

Make automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Triggers when a new note is created in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Triggers when a note is updated in Daylite.

Webhook

Enter a name for the webhook.

Connection

Establish a connection to your Daylite account.

Searches for notes or lists them all.

Connection

Establish a connection to your Daylite account.

Search Criteria

Search Criteria

Select the criteria to search:

  • Title

  • Category

  • Details

Equal

Enter (map) the value for the search criteria selected.

Note: You can select AND rule or OR rule for searching.

Limit

Set the maximum number of notes Make should return during one execution cycle. The default value is 10.

Shows the details of a note.

Connection

Establish a connection to your Daylite account.

Note ID

Select or map the Note ID whose details you want to retrieve.

Creates a new note.

Connection

Establish a connection to your Daylite account.

Title

Enter (map) a title for the note to create.

Details

Enter (map) the additional details for the note.

Category

Select or map the category for the note to be created.

Keywords

Select or map the keywords for the note to be created.

Owner

Select or map the owner for the note to be created.

Contacts

Select or map the contacts associated with the note.

Companies

Select or map the companies associated with the note.

Opportunities

Select or map the opportunities associated with the note.

Tasks

Select or map the tasks associated with the note.

Appointments

Select or map the appointments associated with the task.

Groups

Select or map the groups associated with the note.

Modifies a note.

Connection

Establish a connection to your Daylite account.

Title

Enter (map) a title for the note to update.

Details

Enter (map) the additional details for the note.

Category

Select or map the category for the note to be updated.

Keywords

Select keywords for the note:

  • Procedure - Checklist

  • Meeting Notes

  • Reference

Owner

Select or map the owner for the note to update.

Contacts

Select or map the contacts associated with the note.

Companies

Select or map the companies associated with the note.

Opportunities

Select or map the opportunities associated with the note.

Tasks

Select or map the tasks associated with the note.

Appointments

Select or map the appointments associated with the task.

Groups

Select or map the groups associated with the note.

Removes a note.

Connection

Establish a connection to your Daylite account.

Note ID

Select or map the Note ID you want to delete.

Performs an arbitrary authorized API Call.

Connection

Establish a connection to your Daylite account.

URL

Enter a path relative to https://api.marketcircle.net/ For example: /v1/contacts

Note

For the list of available endpoints, refer to the Daylite API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Companies

The following API call returns all the companies from your Daylite account:

URL: /v1/companies

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body. In our example, 7 companies were returned:

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