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Daylite

The Daylite modules allow you to watch, search, get, create, update, and delete the contacts, companies, opportunities, projects, forms, appointments, tasks, and notes from your Daylite account.

Getting Started with Daylite

Prerequisites

• A Daylite account - create an account at marketcircle.com.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connect Daylite with Ibexa Connect

To connect your Daylite account to Ibexa Connect :

1. Log in to your Ibexa Connect account and add a module from the Daylite app into an Ibexa Connect scenario.

2. Click Add next to the Connection field.

   

3. In the Connection name field, enter a name for the connection and click Continue.

4. Enter your credentials and click Sign In.

5. Confirm your access by clicking Authorize.

You have successfully connected the Daylite app with Ibexa Connect and can now build scenarios.

Contacts

Ibexa Connect automatically creates a webhook in DFFaylite once you add an instant trigger to your scenario.

Watch New Contact

Triggers when a new person is created in Daylite.

Webhook	Enter (map) a name for the webhook.

Watch Contact Updated

Triggers when a person is updated in Daylite.

Webhook	Enter (map) a name for the webhook.

Watch Contact Deleted

Triggers when a person is deleted in Daylite.

Webhook	Enter (map) a name for the webhook.

Search Contacts

Searches for contact or lists them all.

Search Criteria	Search Criteria Select the criteria to search: First Name Last Name Middle Name Prefix Suffix Full Name Alias Nickname Category Details Equals Enter (map) the value for the search criteria selected Note: You can select AND rule or OR rule for searching.
Limit	Set the maximum number of contacts Ibexa Connect should return during one execution cycle. The default value is 10.

Get a Contact

Shows the details of a contact.

Contact ID	Select or map the Contact ID to retrieve.

Create a Contact

Creates a new contact.

First Name	Enter (map) the first name for the contact.
Last Name	Enter (map) the last name for the contact.
Prefix	Enter (map) the prefix for the contact.
Suffix	Enter (map) the suffix for the contact.
Alias	Enter (map) the alias for the contact.
Nickname	Enter (map) the nickname for the contact.
Category	Select or map the type of category for the contact.
Keywords	Select the keyword for the contact: Newsletter Unsubscribed Company Advocate Original Source Referral Original Source: Networking Original Source: Direct Original Source: Trade Show
Emails	Label Select or map the label for the email address: Home Personal Work Email Address Enter (map) the email address of the contact. Note Enter (map) the note for the contact created.
Social Profiles	Label Select or map the label for Social Profiles: Home Work Service Enter (map) the service name of the social profile. Username Enter (map) the username of the social profile.
URL's	Label Select the label URL Enter (map) the URL of the website.
Companies	Company Select or map the type of company. Title Enter (map) the name of the company.
Opportunities	Opportunity Select or map the type of opportunity. Title Enter (map) the name for the opportunity.
Projects	Project Select or map the project type. Title Enter (map) the name of the project.
Notes	Select or map the type of notes to create a contact.
Tasks	Select or map the type of tasks to create a contact.
Appointments	Select or map the type of appointment to create a contact.
Groups	Select or map the type of group to create a contact.

Update a Contact

Modifies a contact.

Contact ID	Select or map the Contact ID to update a contact.
First Name	Enter (map) the first name for the contact.
Middle Name	Enter (map) the middle name for the contact.
Last Name	Enter (map) the last name for the contact.
Category	Select the category of the contact: Client Lead Qualified Lead unqualified Employee Personal Vendor
Keywords	Select the keyword for the contact: Newsletter Unsubscribed Company Advocate Original Source Referral Original Source: Networking Original Source: Direct Original Source: Trade Show
Emails	Label Select or map the label for the email address: Home Personal Work Email Address Enter (map) the updated email address of the contact. Note Enter (map) the updated note for the contact created.
URL's	Label Select the label for the URL address. URL Enter (map) the URL of the website.
Address	Label Select the label for the address: Billing Home Shipping Work Street Enter (map) the street number and name of the contact. City Enter (map) the city/town/village name of the contact. State Enter (map) the state/province/country name of the contact. Postal Code Enter (map) the postal/zip code of the contact. Country Enter (map) the country name of the contact. Note Enter (map) the additional information of the contact.
Prefix	Enter (map) the prefix for the contact.

Delete a Contact

Removes a contact.

Contact ID	Select or map the Contact ID to remove the contact.

Companies

You can watch, create, update, list, retrieve, and delete the companies using the following modules.

Note

Ibexa Connect automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Company

Triggers when a new company is created in Daylite.

Webhook	Enter a name for the webhook.

Watch Company Updated

Triggers when a company is updated in Daylite.

Webhook	Enter a name for the webhook.

Search Companies

Searches for companies or lists them all.

Search Criteria	Select or map the criteria and enter their value to search for the companies that match the specified criteria.
Limit	Set the maximum number of companies Ibexa Connect will return during one execution cycle. The default value is 10.

Get a Company

Shows the details of a company.

Company ID	Select or map the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Name	Enter (map) the company's first name.
Category	Select the company category type: Client Lead Qualified Lead unqualified Personal Vendor
Keywords	Select or map the keyword that helps search for the company. For example, Original Source Referral.
Type	Select or map the company type. For example, a corporation.
Industry	Select or map the company industry type. For example, Advertising.
Region	Select or map the region of the company.
Emails	Add the contact email addresses of the company. You can add multiple contacts.
URL's	Add the URL addresses related to the company. You can add multiple URL addresses.
Social Profiles	Label Select or map the label for Social Profiles: Home Work Service Enter (map) the social service name of the social profile. Username Enter (map) the username of the social profile.
Phone Number	Label Select or map the label for the phone number: Home Main Mobile Work Format Select the format for the phone number: E.164 Free Form Number Enter (map) the phone number of the company. Note Enter (map) the additional information on the phone number.
Address	Label Select the label for the address: Billing Home Shipping Work Street Enter (map) the street number and name of the company. City Enter (map) the city/town/village name of the company. State Enter (map) the state/province/country name of the company. Postal Code Enter (map) the postal/zip code of the company. Country Enter (map) the country name of the company. Note Enter (map) the additional information of the company.
Details	Enter (map) the details of the company.
Owner	Select or map the owner of the company.
Contacts	Contact Select or map the contact of the company. Title Enter (map) the title of the contact. Department Enter (map) the department of the contact.
Opportunities	Opportunity Select or map the type of opportunity. Title Enter (map) the name for the opportunity.

Update a Company

Modifies a company.

Company ID	Select or map the Company ID to update the company details.
Name	Enter (map) the name of the company.
Category	Select the type of category for the company: Client Lead Qualified Lead unqualified Personal Vendor
Keywords	Select the keyword for the company: Original Source Referral Original Source: Networking Original Source: Direct Original Source: Trade Show
Type	Select the type of the company: Corporation Government Limited Liability Non-Profit Partnership Sole Proprietor
Industry	Select the type of industry: Accounting Advertising Agriculture Charity and Voluntary Work Construction Consulting Creative Art & Design Education Energy & Utilities Engineering Events Management Financial Services Healthcare Hospitality Information Technology Legal Manufacturing Marketing & HR Media and Internet Property Management Public Services and Administration Real Estate Retail Social Care Sports Tourism Transport and Logistics
Region	Select or map the region of the company.
Emails	Label Select or map the label for the email address: Home Personal Work Email Address Enter (map) the email address of the contact. Note Enter (map) the note for the contact created.
URL's	Label Select the label of the URL. URL Enter (map) the URL of the website. Note Enter (map) the note for the company updated.
Social Profiles	Label Select or map the label for Social Profiles: Home Work Service Enter (map) the social service name of the social profile. Username Enter (map) the username of the social profile.
Phone Number	Label Select or map the label for the phone number: Home Main Mobile Work Format Select the format for the phone number: E.164 Free Form Number Enter (map) the phone number of the company. Note Enter (map) the additional information on the phone number.
Address	Label Select the label for the address: Billing Home Shipping Work Street Enter (map) the street number and name of the company. City Enter (map) the city/town/village name of the company. State Enter (map) the state/province/country name of the company. Postal Code Enter (map) the postal/zip code of the company. Country Enter (map) the country name of the company. Note Enter (map) the additional information of the company.
Details	Enter (map) the details of the company.
Owner	Select or map the owner of the company.
Contacts	Select or map the contact of the company.
Opportunities	Opportunity Select or map the type of opportunity. Title Enter (map) the name for the opportunity.

Delete a Company

Removes a company.

Company ID	Select or map the Company ID to delete the company.

Opportunities

Ibexa Connect automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Opportunity

Triggers when a new opportunity is created in Daylite.

Webhook	Enter (map) the name of the webhook.

Watch Opportunity Updated

Triggers when an opportunity is updated in Daylite.

Webhook	Enter (map) the name of the webhook.

Search Opportunities

Searches for opportunities or lists them all.

Search Criteria	Search Criteria Select the criteria to search: Name State Type Category Details Equal Enter (map) the value for the search criteria selected Note: You can select AND rule or OR rule for searching.
Limit	Set the maximum number of opportunities Ibexa Connect should return during one execution cycle. The default value is 10.

Get an Opportunity

Shows the details of an opportunity.

Opportunity ID	Select or map the Opportunity ID to retrieve.

Create an Opportunity

Creates a new opportunity.

Name	Enter (map) a name for the opportunity to create.
Contacts	Contact Select or map the contact to create an opportunity. Role Select the type of role for the contact: Client Lead Qualified Lead unqualified Employee Personal Vendor Title Enter (map) the title for the contact.
List of company roles	Company Select or map the company to create an opportunity. Role Select the type of role for the contact: Client Lead Qualified Lead unqualified Personal Vendor Title Enter (map) the title of the company.
Notes	Select or map the notes for the opportunity to be created.
Tasks	Select or map the tasks for the opportunity to be created.
Appointments	Select or map the appointment for the opportunity to be created.
Groups	Select or map the groups for the opportunity to be created.

Update an Opportunity

Modifies an opportunity.

Opportunity ID	Select or map the Opportunity ID to update.
Name	Enter (map) a name for the opportunity to update.
Contacts	Contact Select or map the contact to create an opportunity. Role Select the type of role for the contact: Client Lead Qualified Lead unqualified Employee Personal Vendor Title Enter (map) the title for the contact.
Company	Company Select or map the company to create an opportunity. Role Select the type of role for the contact: Client Lead Qualified Lead unqualified Personal Vendor Title Enter (map) the title of the company.
Notes	Select or map the notes for the opportunity to be created.
Tasks	Select or map the tasks for the opportunity to be created.
Appointments	Select or map the appointment for the opportunity to be created.
Groups	Select or map the groups for the opportunity to be created.

Delete an Opportunity

Removes an opportunity.

Opportunity ID	Select or map the Opportunity ID you want to delete.

Projects

Ibexa Connect automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Project

Triggers when a new project is created in Daylite.

Webhook	Enter a name for the webhook.

Watch Project Updated

Triggers when a project is updated in Daylite.

Webhook	Enter a name for the webhook.

Search Projects

Searches for projects or lists them all.

Search Criteria	Search Criteria Select the criteria to search: Name Status Category Equal Enter (map) the value for the search criteria selected Note: You can select AND rule or OR rule for searching.
Limit	Set the maximum number of projects Ibexa Connect should return during one execution cycle. The default value is 10.

Get a Project

Shows the details of a project.

Project ID	Select or map the Project ID to retrieve.

Create a Project

Creates a new project.

Name	Enter or map a name for the project.
Status	Select the status of the project: New In Progress Done Abandoned Canceled Deferred
Due	Enter (map) the due date of the project.
Started	Enter (map) the starting date of the project.
Completed	Enter (map) the completion date of the project.
Details	Enter (map) the details of the project.
Priority	Enter (map) the priority of the project.	This must be an integer value between 0 and 10. This value must be lower than 10 and higher than 0.

Category

Select the category of the project:

• Product

• Service

Keywords

Select or map the keywords for the project created.

Owner

Select or map the owner for the project created.

Contacts

Contact	Select or map the contact to create a project.
Role	Select the type of role for the contact: Client Lead Qualified Lead unqualified Employee Personal Vendor
Title	Enter (map) the title for the contact.

Companies

Company	Select or map the company to create a project.
Role	Select the type of role for the contact: Client Lead Qualified Lead unqualified Personal Vendor
Title	Enter (map) the title of the company.

Notes

Select or map the notes for the project to be created.

Tasks

Select or map the tasks for the project to be created.

Appointments

Select or map appointments for the project to be created.

Groups

Select or map the groups for the project to be created.

Update a Project

Modifies a project.

Project ID	Select or map the Project ID to update.
Name	Enter (map) a name for the project.
Status	Select the status of the project: New In Progress Done Abandoned Canceled Deferred
Due	Enter (map) the updated due date of the project.
Started	Enter (map) the updated starting date of the project.
Completed	Enter (map) the updated completion date of the project.
Details	Enter (map) the details of the project.
Priority	Enter (map) the priority of the project.	This must be an integer value between 0 and 10. This value must be lower than 10 and higher than 0.

Category

Select the category of the project:

• Product

• Service

Keywords

Select or map the keywords for the project created.

Owner

Select or map the owner for the project created.

Contacts

Contact	Select or map the contact to create a project.
Role	Select the type of role for the contact: Client Lead Qualified Lead unqualified Employee Personal Vendor
Title	Enter (map) the title for the contact.

Companies

Company	Select or map the company to create a project.
Role	Select the type of role for the contact: Client Lead Qualified Lead unqualified Personal Vendor
Title	Enter (map) the title of the company.

Notes

Select or map the notes for the project to be updated.

Tasks

Select or map the tasks for the project to be updated.

Appointments

Select or map appointments for the project to be updated.

Groups

Select or map the groups for the project to be updated.

Delete a Project

Removes a project.

Project ID	Select or map the Project ID to delete the project.

Forms

Ibexa Connect automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Form

Triggers when a new form is created in Daylite.

Webhook	Enter a name for the webhook.

Watch Form Updated

Triggers when a form is updated in Daylite.

Webhook	Enter a name for the webhook.

List Form Definitions

Get the list of form definitions.

Limit	Set the maximum number of forms Ibexa Connect should return during one execution cycle. The default value is 10.

Get a Form

Shows the details of a form.

Form ID	Select or map the Form ID whose details you want to retrieve.

Create a Form

Creates a new form.

Name	Enter or map a name for the form.
Definition ID	Select the Definition ID to enter additional details.
Values	How did you hear about us? Select or map how you came across this product. What have you used in the past? Enter (map) what products you have used in the past. What is your budget for this project? Enter (map) the budget of the project. How many people are in the office Select the number of employees in the organization. What is the ideal target date? Enter (map) the target date for the form to be created.
Keywords	Select or map the keywords for the form to be created.
Contacts	Select or map the contacts to add them to the form being created.
Companies	Select or map the companies to add them to the form being created.
Projects	Select or map the projects to add them to the form being created.
Tasks	Select or map the tasks to add them to the form being created.
Appointments	Select or map the appointment to add them to the form being created.
Groups	Select or map the groups to add them to the form being created.

Create a Form Definition

Creates a new form definition.

Connection	.
Name	Enter or map a name for the form template definition.
Is Active	Select whether the form template is active or inactive.
Key Definitions	Name Enter (map) a name for the key definitions. Type Select the type of form field: Text Number Date Time Date Time Money Float Checkbox Dropdown list Combo Multiple Checkboxes

Update a Form

Modifies a form.

Form ID	Select or map the Form ID to update the form.
Name	Enter or map the updated name for the form.
Definition ID	Select or map the Definition ID to enter additional details.
Values	How did you hear about us? Select or map how you came across this product. What have you used in the past? Enter (map) what products you have used in the past. What is your budget for this project? Enter (map) the budget of the project. How many people are in the office Select the number of employees in the organization. What is the ideal target date? Enter (map) the target date for the form to be created.
Keywords	Select or map the keywords for the form to be created.
Contacts	Select or map the contacts to add them to the form being created.
Companies	Select or map the companies to add them to the form being created.
Projects	Select or map the projects to add them to the form being created.
Tasks	Select or map the tasks to add them to the form being created.
Appointments	Select or map the appointment to add them to the form being created.
Groups	Select or map the groups to add them to the form being created.

Delete a Form

Removes a form.

Form ID	Select or map the Form ID you want to delete.

Appointments

Watch New Appointment

Triggers when a new appointment is created in Daylite.

Webhook	Enter a name for the webhook.

Search Appointment

Searches for appointments or lists them all.

Search Criteria	Select or map the criteria and enter its value to search for the appointment that matches the specified criteria.
Limit	Set the maximum number of appointments Ibexa Connect will return during one execution cycle. The default value is 10.

Get an Appointment

Shows the details of an appointment.

Appointment ID	Select or map the Appointment ID whose details you want to retrieve.

Create an Appointment

Creates a new appointment.

Subject	Enter (map) a subject line for the appointment.
UTC Start	Enter (map) the appointment start date and time in the UTC timezone.
UTC End	Enter (map) the appointment end date and time in the UTC timezone.
Local Start	Enter (map) the appointment start date and time in the user's local timezone.
Local End	Enter (map) the appointment end date and time in the user's local timezone.
Location	Enter (map) the location of the appointment. For example, Zoom meeting.
Category	Select or map the appointment category: Internal Meeting Vacation Client Meeting Travel Time Personal
Keywords	Select or map the keywords that help in searching the appointment.
Details	Enter (map) the appointment details.
All Day	Select whether this is an all-day appointment.
Type	Select or map the appointment type. For example, online.
Show as	Select or map the appointment status: Busy Free
Time Zone	Select or map the appointment timezone.
Resources	Select or map the resources to add to the appointment. For example, business reports.
Contacts	Select or map the contacts to add to the appointment.
Companies	Select or map the companies to add to the appointment.
Tasks	Select or map the tasks to complete before or perform during the appointment.

Delete an Appointment

Removes an appointment.

Appointment ID	Select or map the Appointment ID you want to delete.

Tasks

Ibexa Connect automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Task

Triggers when a new task is created in Daylite.

Webhook	Enter a name for the webhook.

Watch Task Updated

Triggers when a task is updated in Daylite.

Webhook	Enter a name for the webhook.

Search Tasks

Searches for tasks or lists them all.

Search Criteria	Search Criteria Select the criteria to search: Title Category Details Location Type Status Priority Equal Enter (map) the value for the search criteria selected. Note: You can select AND rule or OR rule for searching.
Limit	Set the maximum number of tasks Ibexa Connect should return during one execution cycle. The default value is 10.

Get a Task

Shows the details of a task.

Task ID	Select or map the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

Title	Enter (map) a title for the task to create.
Details	Enter (map) the additional details for the task.
Category	Select or map the category for the task to be created.
Keywords	Select or map the keywords for the task to be created.
Type	Select the type of the task: To Do Inbound Call Outbound call Fax Email Mail Print
Status	Select the status of the task: Open Pending Deferred In Progress Done Canceled
Location	Enter (map) a location for the task.
Priority	Select the priority for the task: Low Medium High
Due	Enter (map) the due date for the task to be created.
Started	Enter (map) the start date for the task to be created.
Completed	Enter (map) the estimated end time to complete the task.
Estimated Time	Enter (map) the estimated time to complete the task in seconds.
Subtasks	Select or map the subtask to create a new task.
Parent Task	Select or map the parent task to create a new task.

Update a Task

Modifies a task.

Task ID	Select or map the Task ID to update the task.
Title	Enter (map) a title for the task to update.
Details	Enter (map) the additional details for the task.
Category	Select or map the category for the task to be updated.
Keywords	Select or map the keywords for the task to be updated.
Type	Select the type of the task: To Do Inbound Call Outbound call Fax Email Mail Print
Status	Select the status of the task: Open Pending Deferred In Progress Done Canceled
Location	Enter (map) a location for the task.
Priority	Select the priority for the task: Low Medium High
Due	Enter (map) the date when the task is due.
Started	Enter (map) the date when the task starts.
Completed	Enter (map) the estimated end time to complete the task.
Estimated Time	Enter (map) the estimated time to complete the task in seconds.
Subtasks	Select or map the subtask to create a new task.
Parent Task	Select or map the parent task to create a new task.
Contacts	Select or map the contacts associated with the task.
Companies	Select or map the companies associated with the task.
Opportunities	Select or map the opportunities associated with the task.
Projects	Select or map the projects associated with the task.
Notes	Select or map the notes associated with the task.
Appointments	Select or map the appointments associated with the task.

Delete a Task

Removes a task.

Task ID	Select or map the Task ID you want to delete.

Notes

Ibexa Connect automatically creates a webhook in Daylite once you add an instant trigger to your sscenario.

Watch New Note

Triggers when a new note is created in Daylite.

Webhook	Enter a name for the webhook.

Watch Note Updated

Triggers when a note is updated in Daylite.

Webhook	Enter a name for the webhook.

Search Notes

Searches for notes or lists them all.

Search Criteria	Search Criteria Select the criteria to search: Title Category Details Equal Enter (map) the value for the search criteria selected. Note: You can select AND rule or OR rule for searching.
Limit	Set the maximum number of notes Ibexa Connect should return during one execution cycle. The default value is 10.

Get a Note

Shows the details of a note.

Note ID	Select or map the Note ID whose details you want to retrieve.

Create a Note

Creates a new note.

Title	Enter (map) a title for the note to create.
Details	Enter (map) the additional details for the note.
Category	Select or map the category for the note to be created.
Keywords	Select or map the keywords for the note to be created.
Owner	Select or map the owner for the note to be created.
Contacts	Select or map the contacts associated with the note.
Companies	Select or map the companies associated with the note.
Opportunities	Select or map the opportunities associated with the note.
Tasks	Select or map the tasks associated with the note.
Appointments	Select or map the appointments associated with the task.
Groups	Select or map the groups associated with the note.

Update a Note

Modifies a note.

Title	Enter (map) a title for the note to update.
Details	Enter (map) the additional details for the note.
Category	Select or map the category for the note to be updated.
Keywords	Select keywords for the note: Procedure - Checklist Meeting Notes Reference
Owner	Select or map the owner for the note to update.
Contacts	Select or map the contacts associated with the note.
Companies	Select or map the companies associated with the note.
Opportunities	Select or map the opportunities associated with the note.
Tasks	Select or map the tasks associated with the note.
Appointments	Select or map the appointments associated with the task.
Groups	Select or map the groups associated with the note.

Delete a Note

Removes a note.

Note ID	Select or map the Note ID you want to delete.

Others

Make an API Call

Performs an arbitrary authorized API Call.

URL

Enter a path relative to https://api.marketcircle.net/ For example: /v1/contacts

For the list of available endpoints, refer to the Daylite API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Companies

The following API call returns all the companies from your Daylite account:

URL: /v1/companies

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body. In our example, 7 companies were returned: