Connect Poptin to Daylite

Both apps 61Poptin 33Daylite 28

• Trigger
  New Contact

  Triggers when a new contact is added to your Poptin contact list.

• Trigger
  New Lead

  Triggers when a visitor submits a Poptin form, creating a new lead (conversion).

• Action
  Campaign Analytics

  See how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up.

• Action
  Create preference

  Add a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing.

• Action
  Delete campaign

  Permanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body.

• Action
  Delete contact

  Permanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing.

• Action
  Delete conversion

  Remove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing.

• Action
  Delete poptin

  Soft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing.

• Action
  Delete preference

  Remove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing.

• Action
  Delete property

  Remove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing.

• Action
  End campaign

  Mark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.

• Action
  List campaigns

  Browse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**).

• Action
  List contacts

  Browse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them.

• Action
  List conversions

  Browse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity.

• Action
  List poptins

  Browse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect.

• Action
  List preferences

  List subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**).

• Action
  List properties

  List the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**).

• Action
  Pause campaign

  Temporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.

• Action
  Pause poptin

  Turn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`).

• Action
  Poptin Analytics

  See account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard.

• Action
  Refresh poptin stats

  Ask Poptin to recompute popup/form aggregate stats when the cached overview looks stale.

• Action
  Rename poptin

  Change the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken).

• Action
  Resume campaign

  Continue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review.

• Action
  Resume poptin

  Turn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`).

• Action
  Show bulk job status

  Poll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation.

• Action
  Show campaign

  Get one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / `

• Action
  Show contact

  Get one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync.

• Action
  Show conversion

  Get one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields.

• Action
  Show poptin

  Get one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics.

• Action
  Show preference

  Get one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference.

• Action
  Show property

  Get one contact property, including its type and options, so you can map forms or syncs to the right field.

• Action
  Update contact status

  Change only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields.

• Action
  Update preference

  Update a preference topic without changing which contacts are opted in. **423** if the account is locked for processing.

• 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.