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Daylite
Perplexity AI

Connect Daylite and Perplexity AI

Explore ready-made Daylite and Perplexity AI templates and start automating in minutes.

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Create a custom workflow

Integrate Daylite with Perplexity AI and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Daylite
Trigger: Watch Company Updated
Perplexity AI
Action: Select an action
1. Select a trigger

  • Triggers when a company is updated in Daylite.

  • Triggers when a person is sent to the Trash in Daylite.

  • Triggers when a person is updated in Daylite.

  • Triggers when a form is updated in DayLite.

  • Triggers when a new appointment is created in Daylite.

  • Triggers when a new company is created in Daylite.

  • Triggers when a new person is created in Daylite.

  • Triggers when a new form is created in Daylite.

  • Triggers when a new note is created in Daylite.

  • Triggers when a new opportunity is created in Daylite.

  • Triggers when a new project is created in Daylite.

  • Triggers when a new task is created in Daylite.

  • Triggers when a note is updated in Daylite.

  • Triggers when an opportunity is updated in Daylite.

  • Triggers when a project is updated in Daylite.

  • Triggers when a task is updated in Daylite.

2. Select an action

  • Creates a chat completions with the chosen model.

  • Generate a response for the provided input with optional web search and reasoning.

  • Generate contextualized embeddings for document chunks. Chunks from the same document share context awareness, improving retrieval quality for document-based applications.

  • Generate vector representations (embeddings) for the text you provide.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Daylite and Perplexity AI.

Create a chat completion
Creates a chat completions with the chosen model.
Action
Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Form
Creates a new form.
Action
Create a Form Definition
Creates a new form definition.
Action
Create a Note
Creates a new note.
Action
Create a Project
Creates a new project.
Action
Create a Task
Creates a new task.
Action
Create an agent response
Generate a response for the provided input with optional web search and reasoning.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.