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Daylite

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Daylite
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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 Boost.space Integrator scenario, not in this documentation article) are mandatory!

Connect Daylite with Boost.space Integrator

To connect your Daylite account to Boost.space Integrator :

Log in to your Boost.space Integrator account and add a module from the Daylite app into an Boost.space Integrator scenario.
Click Add next to the Connection field.
In the Connection name field, enter a name for the connection and click Continue.
Enter your credentials and click Sign In.
Confirm your access by clicking Authorize.

You have successfully connected the Daylite app with Boost.space Integrator and can now build scenarios.

Contacts

Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Contact Updated

Triggers when a person is updated in Daylite.

Webhook	Enter (map) a name for the webhook.
Connection	Establish a connection to your Daylite account.

Watch Contact Deleted

Triggers when a person is deleted in Daylite.

Webhook	Enter (map) a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Contacts

Searches for contact or lists them all.

Connection

Establish a connection to your Daylite account.

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 Boost.space Integrator should return during one execution cycle. The default value is 10.

Get a Contact

Shows the details of a contact.

Connection	Establish a connection to your Daylite account.
Contact ID	Select or map the Contact ID to retrieve.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Daylite account.

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.

Connection

Establish a connection to your Daylite account.

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.

Connection	Establish a connection to your Daylite account.
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
	Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Company Updated

Triggers when a company is updated in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Companies

Searches for companies or lists them all.

Connection	Establish a connection to your Daylite account.
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 Boost.space Integrator will return during one execution cycle. The default value is 10.

Get a Company

Shows the details of a company.

Connection	Establish a connection to your Daylite account.
Company ID	Select or map the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Connection

Establish a connection to your Daylite account.

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.

Connection

Establish a connection to your Daylite account.

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.

Connection	Establish a connection to your Daylite account.
Company ID	Select or map the Company ID to delete the company.

Opportunities

Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Opportunity Updated

Triggers when an opportunity is updated in Daylite.

Webhook	Enter (map) the name of the webhook.
Connection	Establish a connection to your Daylite account.

Search Opportunities

Searches for opportunities or lists them all.

Connection

Establish a connection to your Daylite account.

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 Boost.space Integrator should return during one execution cycle. The default value is 10.

Get an Opportunity

Shows the details of an opportunity.

Connection	Establish a connection to your Daylite account.
Opportunity ID	Select or map the Opportunity ID to retrieve.

Create an Opportunity

Creates a new opportunity.

Connection

Establish a connection to your Daylite account.

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.

Connection

Establish a connection to your Daylite account.

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.

Connection	Establish a connection to your Daylite account.
Opportunity ID	Select or map the Opportunity ID you want to delete.

Projects

Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Project Updated

Triggers when a project is updated in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Projects

Searches for projects or lists them all.

Connection

Establish a connection to your Daylite account.

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 Boost.space Integrator should return during one execution cycle. The default value is 10.

Get a Project

Shows the details of a project.

Connection	Establish a connection to your Daylite account.
Project ID	Select or map the Project ID to retrieve.

Create a Project

Creates a new project.

Connection

Establish a connection to your Daylite account.

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.

	Note
	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.

Connection

Establish a connection to your Daylite account.

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.

	Note
	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.

Connection	Establish a connection to your Daylite account.
Project ID	Select or map the Project ID to delete the project.

Forms

Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Form Updated

Triggers when a form is updated in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

List Form Definitions

Get the list of form definitions.

Connection	Establish a connection to your Daylite account.
Limit	Set the maximum number of forms Boost.space Integrator should return during one execution cycle. The default value is 10.

Get a Form

Shows the details of a form.

Connection	Establish a connection to your Daylite account.
Form ID	Select or map the Form ID whose details you want to retrieve.

Create a Form

Creates a new form.

Connection

Establish a connection to your Daylite account.

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.

Connection

Establish a connection to your Daylite account.

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.

Connection	Establish a connection to your Daylite account.
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.
Connection	Establish a connection to your Daylite account.

Search Appointment

Searches for appointments or lists them all.

Connection	Establish a connection to your Daylite account.
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 Boost.space Integrator will return during one execution cycle. The default value is 10.

Get an Appointment

Shows the details of an appointment.

Connection	Establish a connection to your Daylite account.
Appointment ID	Select or map the Appointment ID whose details you want to retrieve.

Create an Appointment

Creates a new appointment.

Connection	Establish a connection to your Daylite account.
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.

Connection	Establish a connection to your Daylite account.
Appointment ID	Select or map the Appointment ID you want to delete.

Tasks

Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Task Updated

Triggers when a task is updated in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Tasks

Searches for tasks or lists them all.

Connection

Establish a connection to your Daylite account.

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 Boost.space Integrator should return during one execution cycle. The default value is 10.

Get a Task

Shows the details of a task.

Connection	Establish a connection to your Daylite account.
Task ID	Select or map the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

Connection	Establish a connection to your Daylite account.
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.

Connection	Establish a connection to your Daylite account.
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.

Connection	Establish a connection to your Daylite account.
Task ID	Select or map the Task ID you want to delete.

Notes

Boost.space Integrator 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.
Connection	Establish a connection to your Daylite account.

Watch Note Updated

Triggers when a note is updated in Daylite.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Daylite account.

Search Notes

Searches for notes or lists them all.

Connection

Establish a connection to your Daylite account.

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 Boost.space Integrator should return during one execution cycle. The default value is 10.

Get a Note

Shows the details of a note.

Connection	Establish a connection to your Daylite account.
Note ID	Select or map the Note ID whose details you want to retrieve.

Create a Note

Creates a new note.

Connection	Establish a connection to your Daylite account.
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.

Connection	Establish a connection to your Daylite account.
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.

Connection	Establish a connection to your Daylite account.
Note ID	Select or map the Note ID you want to delete.

Others

Make an API Call

Performs an arbitrary authorized API Call.

Connection Establish a connection to your Daylite account.

URL

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

	Note
	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:

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