Daylite

• New contactRuns when a person is added to Daylite, with their email, phone and companies. Contacts already there when the workflow is turned on don't start it.
• New companyRuns when a company is added to Daylite, with its email, phone, type and industry. Companies already there when the workflow is turned on don't start it.
• New opportunityRuns when an opportunity is added to Daylite, with its state, probability, expected close and companies. Opportunities already there when the workflow is turned on don't start it.
• New taskRuns when a task is added to Daylite, with its due date, priority, status and links. Tasks already there when the workflow is turned on don't start it.
• Opportunity updatedRuns when an opportunity in Daylite changes, such as being won, lost or moved to another stage, with how it is now. Several changes between two checks start one run. Adding an opportunity doesn't start it.

• Find contactsFind contacts by name, email, company, category, keyword or when they were added or changed. Leave every filter blank to list them all, a page at a time.
• Get contactGet a contact with their emails, phones, addresses, companies and keywords.
• Create contactAdd a person to Daylite, with their email, phone and the company they work at.
• Update contactChange a contact. Fields left blank keep what they have; an email, phone, company or keyword given is added to what they already have.
• Find companiesFind companies by name, type, industry, category, keyword or when they were added or changed. Leave every filter blank to list them all, a page at a time.
• Get companyGet a company with its emails, phones, websites, people and keywords.
• Create companyAdd a company to Daylite, with its email, phone, website, type and industry.
• Update companyChange a company. Fields left blank keep what it has; an email, phone, website or keyword given is added to what it already has.
• Find opportunitiesFind opportunities by name, state, company, category, keyword or when they were added or changed. Leave every filter blank to list them all, a page at a time.
• Get opportunityGet an opportunity with its state, probability, expected close, pipeline stage, people and companies.
• Create opportunityAdd an opportunity (a possible sale) with its probability, expected close, company and contact.
• Update opportunityChange an opportunity, such as marking it won or lost. Fields left blank keep what it has; a company, contact or keyword given is added.
• Find projectsFind projects by name, status, company, category, keyword or when they were added or changed, with each project's details. Leave every filter blank to list them all, a page at a time.
• Create projectAdd a project with its status, dates, company and contact.
• Update projectChange a project, such as its status or due date. Fields left blank keep what it has; a company, contact or keyword given is added.
• Find tasksFind tasks by title, status, priority, contact, owner, due date or when they were added or changed. Leave every filter blank to list them all, a page at a time.
• Create taskAdd a task, such as a call to make, with its due date, priority and the contact, company, opportunity or project it's about.
• Update taskChange a task, such as setting its status to Done. Fields left blank keep what it has; a link or keyword given is added.
• Create noteWrite a note about a contact, company, opportunity, project or task, such as a call summary.
• Delete recordMove a contact, company, opportunity, project, task or note to Daylite's trash, or delete it for good.

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