Connect Qonto to Daylite

Both apps 54Qonto 28Daylite 26

• Trigger
  Bank Account Balance Change

  Triggers when the balance or authorized balance of one of your Qonto business accounts changes.

• Trigger
  New Bank Account

  Triggers when a new business bank account is added to the Qonto organization.

• Trigger
  New Transaction

  Triggers when a new transaction is recorded on a Qonto bank account.

• Trigger
  New Transaction (Legacy)

  Triggers when a new transaction is created on the chosen Qonto bank account.

• Trigger
  New Transfer

  Triggers when a new SEPA transfer is created in your Qonto organization.

• Trigger
  Transaction Updated Attachments

  Triggers when the attachments on a transaction change, such as when a receipt is added to it.

• Trigger
  Transaction Updated Labels

  Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed.

• Trigger
  Transaction Updated VAT

  Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account.

• Trigger
  Updated Transaction

  Triggers when a transaction on a Qonto bank account is created or updated.

• Action
  Add Attachment

  Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately.

• Action
  Add client

  Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record.

• Action
  Add client invoice

  Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice.

• Action
  Add SEPA beneficiary

  Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it.

• Action
  Create External Transfer

  Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status.

• Action
  Create Internal Transfer

  Creates an instant transfer between two bank accounts of your Qonto organization.

• Action
  Get bank account

  Returns a Qonto business bank account, including its IBAN, status and current balances.

• Action
  Get organization

  Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts.

• Action
  Get transaction

  Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details.

• Action
  List bank accounts

  Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances.

• Action
  List cards

  Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search.

• Action
  List client invoices

  Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date.

• Action
  List clients

  Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date.

• Action
  List labels

  Returns all the labels of the Qonto organization, including each label's name and parent label.

• Action
  List memberships

  Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team.

• Action
  List SEPA beneficiaries

  Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag.

• Action
  List statements

  Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months.

• Action
  List supplier invoices

  Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search.

• Action
  List transactions

  Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments.

• 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.

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