--- title: "Connect BatchLeads to Daylite - APIANT.ai" description: "When \"Phone Call Not Answered\" fires in BatchLeads, your agent runs \"Create Appointment\" in Daylite." canonical: "https://apiant.ai/connect/batchleads-to-daylite" --- # Connect BatchLeads to Daylite When **Phone Call Not Answered** fires in [BatchLeads](https://apiant.ai/connections/batchleads), your agent runs **Create Appointment** in [Daylite](https://apiant.ai/connections/daylite). Describe the whole flow and it is built, tested on every scenario and kept running. BatchLeads **1** trigger BatchLeads **5** actions Daylite **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BatchLeads and Daylite to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What BatchLeads can start in Daylite - When **Phone Call Not Answered** in BatchLeads then **Create Appointment** in Daylite - When **Phone Call Not Answered** in BatchLeads then **Create Note** in Daylite Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with BatchLeads and Daylite ## Triggers and actions 1 trigger · 31 actions - Trigger **Phone Call Not Answered** Triggers when a BatchDialer phone call is logged with an outcome other than answered, such as no answer or busy. - Action **Add list** Creates a new list in BatchLeads with the given name. - Action **Add Phone Number to DNC** Adds a phone number to your BatchLeads Do Not Contact (DNC) list so it is excluded from SMS outreach. - Action **Add Property** Adds a single property to your BatchLeads account, with its owner mailing address, contact details and optional list assignment. - Action **List lead statuses** Returns the lead statuses available for properties in the BatchLeads account. - Action **Remove Tag From a Property** Removes a tag from a property in BatchLeads. - Action **Create Appointment** Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records. - Action **Create Company** Creates a company in Daylite and returns the new company's id. - Action **Create Form** Creates a Daylite form from a form definition, with its field values and linked records. - Action **Create Note** Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records. - Action **Create Opportunity** Creates a new opportunity in Daylite and returns its reference and id. - Action **Create Opportunity for Person** Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity. - Action **Create Person** Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records. - Action **Create Project** Creates a new project in Daylite. - Action **Create Task** Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records. - Action **Delete company** Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash. - Action **Delete opportunity** Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash. - Action **Delete person** Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash. - Action **Delete project** Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently. - Action **Find Appointment** Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact. - Action **Find Company** Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches. - Action **Find Note** Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes. - Action **Find Person** Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people. - Action **Find Project** Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner. - Action **Find Task** Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records. - Action **List pipelines** Returns the opportunity and project pipelines defined in your Daylite account. - Action **List users** Returns all users in your Daylite account. - Action **Update Appointment** Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed. - Action **Update Opportunity** Updates an existing opportunity in Daylite. Only the fields you fill in are changed. - Action **Update Person** Updates an existing person (contact) in Daylite. Only the fields you fill in are changed. - Action **Update Project** Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records. - Action **Update Task** Updates an existing Daylite task. Fields left blank are not changed. ## Each app on its own - [ **BatchLeads** BatchLeads is a All-In-One platform for real estate professionals](https://apiant.ai/connections/batchleads) - [ **Daylite** Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and...](https://apiant.ai/connections/daylite) Reviews ## What our customers say ## More from BatchLeads - [ **BatchLeads to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/batchleads-to-hubspot) - [ **BatchLeads to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/batchleads-to-salesforce) - [ **BatchLeads to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/batchleads-to-slack) - [ **BatchLeads to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/batchleads-to-google-sheets) - [ **BatchLeads to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/batchleads-to-gmail) - [ **BatchLeads to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/batchleads-to-google-calendar) ## More into Daylite - [ **HubSpot to Daylite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daylite) - [ **Salesforce to Daylite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daylite) - [ **Slack to Daylite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daylite) - [ **Google Sheets to Daylite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-daylite) - [ **Gmail to Daylite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daylite) - [ **Google Calendar to Daylite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daylite) Questions ## BatchLeads and Daylite, answered ### ### What can start an automation from BatchLeads? Any of BatchLeads's 1 trigger in the catalog, including Phone Call Not Answered. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Daylite when something happens in BatchLeads? Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daylite to BatchLeads? Daylite has no triggers in the catalog today, so automations start in BatchLeads. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it. ### ### Do I have to build a connector for BatchLeads or Daylite? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use BatchLeads and Daylite without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.