Connect daylite and pixie to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between daylite and pixie?

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

Can we customize how data from daylite is recorded in pixie?

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

How often does the data sync between daylite and pixie?

The data sync between daylite and pixie 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 pixie?

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 pixie?

Yes, you can set conditional logic to control the flow of data between daylite and pixie. 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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pixie

About pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.

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