Connect Speak4 to Daylite

Both apps 52Speak4 24Daylite 28

• Trigger
  Pull Campaigns

  Triggers when a new campaign is created in Speak4.

• Trigger
  Pull Landing Pages

  Triggers when a new landing page is created in Speak4.

• Action
  Archive Campaign

  Archives or unarchives a Speak4 campaign.

• Action
  Archive Landing Page

  Archives or unarchives a Speak4 landing page.

• Action
  Create Campaign

  Creates a Speak4 advocacy campaign.

• Action
  Create Landing Page

  Creates a landing page (advocate form) on a Speak4 campaign.

• Action
  Create Recipient

  Creates a custom email recipient for Speak4 campaigns.

• Action
  Create Recipient Group

  Creates a named group of Speak4 recipients.

• Action
  Duplicate Campaign

  Creates a copy of a Speak4 campaign.

• Action
  Duplicate Landing Page

  Creates a copy of a Speak4 landing page.

• Action
  Get Campaign

  Returns one Speak4 campaign by ID.

• Action
  Get Landing Page

  Returns one Speak4 landing page by ID.

• Action
  Get Landing Page Requirements

  Returns the advocate fields a landing page requires.

• Action
  Get Stats

  Returns cumulative advocacy stats, optionally for one campaign or landing page.

• Action
  List Campaigns

  Returns a page of your Speak4 campaigns.

• Action
  List Landing Pages

  Returns a page of your Speak4 landing pages, optionally for one campaign.

• Action
  List Recipient Groups

  Returns your Speak4 recipient groups.

• Action
  List Topics

  Returns the Speak4 topics used to categorize federal campaigns.

• Action
  Lookup Regulation

  Looks up a Regulations.gov document by its ID.

• Action
  Pin Campaign

  Pins or unpins a Speak4 campaign.

• Action
  Search Recipients

  Searches Speak4 recipients (lawmakers and custom recipients) by name.

• Action
  Submit Advocate Action

  Submits an advocate action on a landing page; the message is queued to its recipients.

• Action
  Update Campaign

  Updates a Speak4 campaign.

• Action
  Update Landing Page

  Updates a Speak4 landing page title.

• 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.