Connect Grafana to Daylite

Both apps 53Grafana 25Daylite 28

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in your Grafana instance.

• Action
  Add Team Member

  Adds an existing Grafana user to a team.

• Action
  Create Alert Rule

  Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule.

• Action
  Create Annotation

  Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags.

• Action
  Create Folder

  Creates a new folder in Grafana, optionally nested under a parent folder.

• Action
  Create or Update Dashboard

  Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message.

• Action
  Create Team

  Creates a new team in your Grafana organization with a name and optional email.

• Action
  Delete Alert Rule

  Deletes a Grafana-managed alert rule or recording rule by its UID.

• Action
  Delete Annotation

  Deletes an annotation from Grafana by its id.

• Action
  Delete Dashboard

  Deletes a dashboard from your Grafana instance by its unique identifier.

• Action
  Delete Folder

  Deletes a Grafana folder along with all dashboards and alerts stored in it.

• Action
  Find Annotations

  Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags.

• Action
  Find Teams

  Finds teams in your Grafana organization by name or partial name.

• Action
  Get Alert Rule

  Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder.

• Action
  Get Annotation

  Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to.

• Action
  Get Dashboard

  Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier.

• Action
  Get Data Source

  Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID.

• Action
  Get Folder

  Returns a Grafana folder by its UID, including its title and parent folder.

• Action
  Get Team

  Returns a Grafana team's details (name, email, organization, created and updated times) by its ID.

• Action
  List Data Sources

  Returns all data sources configured in your Grafana organization, with their names, types and connection settings.

• Action
  List Folders

  Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder.

• Action
  Remove Team Member

  Removes a user from a Grafana team.

• Action
  Update Alert Rule

  Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings.

• Action
  Update Annotation

  Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values.

• Action
  Update Folder

  Updates an existing folder's title, or moves it under a different parent folder.

• 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 Email

  Imports an existing email into Daylite as an email record and links it to contacts, companies and other records. It does not send the email.

• 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 Opportunity

  Finds Daylite opportunities whose name contains the text you give, optionally narrowed by state, type, category, keyword, role, linked contact or company, and owner.

• 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.

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