Connect daylite and PEP Cloud to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between daylite and PEP Cloud?

To start, connect both your daylite and PEP Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in daylite triggers actions in PEP Cloud (or vice versa).

Can we customize how data from daylite is recorded in PEP Cloud?

Absolutely. You can customize how daylite data is recorded in PEP Cloud. This includes choosing which data fields go into which fields of PEP Cloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between daylite and PEP Cloud?

The data sync between daylite and PEP Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from daylite to PEP Cloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between daylite and PEP Cloud?

Yes, you can set conditional logic to control the flow of data between daylite and PEP Cloud. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

daylite

About daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

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PEP Cloud

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

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