Connect ManyContacts to Daylite

Both apps 58ManyContacts 30Daylite 28

• Trigger
  Contact Created

  Triggers when a new contact appears in ManyContacts.

• Action
  Add Contact Custom Field

  Creates or updates one custom field value on a ManyContacts contact.

• Action
  Add Contact Tag

  Adds a tag to a ManyContacts contact and returns the contact with its tags.

• Action
  Add Contact Tag by Name

  Adds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.

• Action
  Add Contact to Team

  Adds a ManyContacts contact to a team and returns the contact.

• Action
  Add Internal Note Contact

  Adds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.

• Action
  Assign Contact

  Assigns a ManyContacts contact to a user (agent) and returns the updated contact.

• Action
  Close Conversation

  Closes a ManyContacts contact's conversation and returns the updated contact.

• Action
  Contact Create or Update

  Creates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.

• Action
  Create Contact

  Creates a ManyContacts contact from a phone number, or returns the existing contact with that number.

• Action
  Create Tag

  Creates a ManyContacts tag with a name and optional color.

• Action
  Delete Tag

  Deletes a ManyContacts tag.

• Action
  Find Contact by Phone

  Finds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.

• Action
  Get Contact

  Returns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.

• Action
  List Contacts

  Returns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.

• Action
  List Tags

  Returns ManyContacts tags, optionally filtered by part of the name.

• Action
  List Teams

  Returns the ManyContacts organization's teams with their members.

• Action
  List Templates

  Returns the approved, visible WhatsApp templates in ManyContacts.

• Action
  List Users

  Returns the ManyContacts organization's users (agents), including whether each is an AI agent.

• Action
  Move Contact to Stage

  Moves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.

• Action
  Open Conversation

  Reopens a ManyContacts contact's conversation and returns the updated contact.

• Action
  Remove Contact from Team

  Removes a ManyContacts contact from a team and returns the contact.

• Action
  Remove Contact Tag

  Removes a tag from a ManyContacts contact and returns the contact with its remaining tags.

• Action
  Send Interactive Message

  Sends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.

• Action
  Send Template Message

  Sends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.

• Action
  Send WhatsApp Message

  Sends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.

• Action
  Start Chatbot

  Sends the chatbot's first message to a ManyContacts contact.

• Action
  Unassign Contact

  Removes the user assignment from a ManyContacts contact and returns the updated contact.

• Action
  Update Contact

  Updates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.

• Action
  Update Tag

  Renames or recolors a ManyContacts tag.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.