Connect Raynet CRM and daylite to Build Intelligent Automations

Choose a Trigger

Raynet CRM

When this happens...

Choose an Action

daylite

Automatically do this!

Enable Integrations or automations with these events of Raynet CRM and daylite

Enable Integrations or automations with these events of Raynet CRM and daylite

Triggers

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

Request a new Trigger for Raynet CRM

Actions

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

Modifying Price List

Modifying Price List

Modifying price list data

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Frequently Asked Questions

How do I start an integration between Raynet CRM and daylite?

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

Can we customize how data from Raynet CRM is recorded in daylite?

Absolutely. You can customize how Raynet CRM 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 Raynet CRM and daylite?

The data sync between Raynet CRM 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 Raynet CRM 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 Raynet CRM and daylite?

Yes, you can set conditional logic to control the flow of data between Raynet CRM 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.

Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

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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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