Connect SwagUp to Daylite

Both apps 43SwagUp 17Daylite 26

• Trigger
  Low Credit Balance

  Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.

• Trigger
  Low Stock for a Product

  Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.

• Trigger
  New or Updated Order

  Triggers when an order is created or updated.

• Trigger
  New or Updated Shipment Status

  Triggers when a shipment is created or its delivery status changes.

• Trigger
  New or Updated Shipment Tracking

  Triggers when a shipment first gets a tracking number or its tracking number changes.

• Trigger
  New Redemption

  Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.

• Trigger
  Product Deactivated

  Triggers when a product in your SwagUp account is deactivated.

• Action
  Add Funds to Credit Balance

  Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.

• Action
  Create a New Recipient

  Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.

• Action
  Find an Order

  Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.

• Action
  Find a Product by Name

  Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.

• Action
  Find a Recipient

  Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.

• Action
  Find a Shipment

  Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.

• Action
  Find Inventory for Products

  Returns the current inventory of the specified products, including the stock quantity on hand for each size.

• Action
  Generate a Unique URL

  Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.

• Action
  Reorder an Existing Product

  Places a new SwagUp order for more units of a product already in your account, and returns the created order.

• Action
  Update Existing Recipient Information

  Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.

• 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.