Connect neos and daylite to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between neos and daylite?

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

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

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

How often does the data sync between neos and daylite?

The data sync between neos and daylite 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 neos to daylite?

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 neos and daylite?

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

neos

About neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

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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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