Connect DNSFilter to Daylite

Both apps 59DNSFilter 33Daylite 26

• Trigger
  Blocked Page Form Submitted

  Triggers when a user submits the form on the blocked page.

• Trigger
  Blocked Page Visited

  Triggered when someone in your DNSFilter account hits a blocked page.

• Trigger
  Invoice Available

  Triggered when a new DNSFilter invoice becomes available.

• Trigger
  Policy Changed

  Triggered when a DNSFilter policy is created or changed.

• Action
  Add IP address

  Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy.

• Action
  Add organization user

  Adds a new or existing user, by email, to a DNSFilter organization with the chosen role.

• Action
  Add policy

  Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings.

• Action
  Add scheduled report

  Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule.

• Action
  Add to Allow List

  Adds a single domain to a DNSFilter policy's allow list, with a note explaining why.

• Action
  Add to Block List

  Adds a single domain to a DNSFilter policy's block list, with a note explaining why.

• Action
  Allow Category in a Policy

  Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list.

• Action
  Assign Policy to a Roaming Client

  Assigns a DNSFilter policy to a roaming client, so that device filters against that policy.

• Action
  Assign Policy to a Site

  Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy.

• Action
  Block Category in a Policy

  Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list.

• Action
  Create Organization

  Creates a new organization under an MSP in DNSFilter.

• Action
  Create Site

  Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page.

• Action
  Delete IP address

  Removes an IP address from your DNSFilter account.

• Action
  Delete organization user

  Removes a user from a DNSFilter organization. The user's account itself is not deleted.

• Action
  Delete policy

  Deletes a policy from your DNSFilter account.

• Action
  Delete site

  Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted.

• Action
  Find domain by FQDN

  Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications.

• Action
  Get organization

  Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found.

• Action
  Get policy

  Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found.

• Action
  Get site

  Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies.

• Action
  List categories

  Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat.

• Action
  List IP addresses

  Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term.

• Action
  List organizations

  Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP.

• Action
  List organization users

  Returns the users of a DNSFilter organization, with their contact details, role and organization access.

• Action
  List policies

  Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings.

• Action
  List sites

  Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned.

• Action
  Update organization

  Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization.

• Action
  Update policy

  Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications.

• Action
  Update site

  Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site.

• 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.