Connect Erpnext to Daylite

Both apps 58Erpnext 32Daylite 26

• Trigger
  New Customer

  Fires when a new customer is created.

• Trigger
  New Sales Invoice

  Fires when a new sales invoice is created.

• Action
  Add Contact

  Create a new contact.

• Action
  Add Customer

  Create a new customer record.

• Action
  Add Item

  Create a new item (product/service) record.

• Action
  Add Lead

  Create a new lead.

• Action
  Add Sales Invoice

  Create a new sales invoice.

• Action
  Add Sales Order

  Create a new sales order.

• Action
  Delete Contact

  Delete a contact record.

• Action
  Delete Customer

  Delete a customer record.

• Action
  Delete Item

  Delete an item record.

• Action
  Delete Lead

  Delete a lead record.

• Action
  Delete Sales Invoice

  Delete a sales invoice record.

• Action
  Delete Sales Order

  Delete a sales order record.

• Action
  Get Contact

  Retrieve a single contact by name/id.

• Action
  Get Customer

  Retrieve a single customer by name/id.

• Action
  Get Item

  Retrieve a single item by name/id.

• Action
  Get Lead

  Retrieve a single lead by name/id.

• Action
  Get Sales Invoice

  Retrieve a single sales invoice by name/id.

• Action
  Get Sales Order

  Retrieve a single sales order by name/id.

• Action
  List Contacts

  List contact records with optional filters.

• Action
  List Customers

  List customer records with optional filters.

• Action
  List Items

  List item records with optional filters.

• Action
  List Leads

  List lead records with optional filters.

• Action
  List Sales Invoices

  List sales invoice records with optional filters.

• Action
  List Sales Orders

  List sales order records with optional filters.

• Action
  Update Contact

  Update fields on an existing contact.

• Action
  Update Customer

  Update fields on an existing customer.

• Action
  Update Item

  Update fields on an existing item.

• Action
  Update Lead

  Update fields on an existing lead.

• Action
  Update Sales Invoice

  Update fields on an existing sales invoice.

• Action
  Update Sales Order

  Update fields on an existing sales order.

• 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.