Connect daylite and Quipu to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for daylite
Choose an Action
Automatically do this!
Create Contact
Create an Income Invoice
Create an Income Ticket
Enable Integrations or automations with these events of daylite and Quipu
Enable Integrations or automations with these events of daylite and Quipu
Actions
Create Contact
Creates a contact.
Create an Income Invoice
creates an income invoice
Create an Income Ticket
creates an income ticket
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your daylite and Quipu accounts to viaSocket. Once connected, you can set up a workflow where an event in daylite triggers actions in Quipu (or vice versa).
Absolutely. You can customize how daylite data is recorded in Quipu. This includes choosing which data fields go into which fields of Quipu, setting up custom formats, and filtering out unwanted information.
The data sync between daylite and Quipu typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between daylite and Quipu. 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.
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!
Learn MoreAbout Quipu
Quipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.
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