Connect RepairDesk to Daylite

Both apps 42RepairDesk 16Daylite 26

• Trigger
  Employee Commission

  Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes.

• Trigger
  Inventory Updated

  Triggers when an inventory item is added or changed (stock, price, name or other details).

• Trigger
  New Customer

  Triggers when a new customer is added in RepairDesk.

• Trigger
  New Inventory Item

  Triggers when a new inventory item is added in RepairDesk.

• Trigger
  New Invoice

  Triggers when a new invoice is created in RepairDesk.

• Trigger
  New Lead

  Triggers when a new lead (appointment) is created in RepairDesk.

• Trigger
  New Payment Added

  Triggers when a payment is recorded against an invoice in your RepairDesk store today.

• Trigger
  New Ticket

  Triggers when a new repair ticket is created in RepairDesk.

• Trigger
  Ticket Status Change

  Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets).

• Action
  Add Payment

  Records a payment against an existing RepairDesk invoice.

• Action
  Create a New Invoice

  Creates a new invoice for a customer in RepairDesk with the given line items.

• Action
  Create a New Ticket

  Creates a repair ticket in RepairDesk for a customer, with one or more device line items.

• Action
  Create Customer

  Creates a new customer in RepairDesk with their contact details and address.

• Action
  Create Lead

  Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired.

• Action
  Find Customer

  Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source.

• Action
  Update Ticket

  Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images.

• 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.