Connect Frihet to Daylite

Both apps 64Frihet 38Daylite 26

• Trigger
  New Expense

  Fires when a new expense is created. Backed by vendor webhook registration.

• Action
  Add Client

  Create a client.

• Action
  Add Deposit

  Create a deposit.

• Action
  Add Expense

  Create an expense.

• Action
  Add Invoice

  Create an invoice.

• Action
  Add Product

  Create a product.

• Action
  Add Quote

  Create a quote.

• Action
  Add Vendor

  Create a vendor.

• Action
  Apply deposit to invoice

  Apply a deposit balance to an invoice.

• Action
  Delete Client

  Delete a client.

• Action
  Delete Expense

  Delete an expense.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Product

  Delete a product.

• Action
  Delete Quote

  Delete a quote.

• Action
  Delete Vendor

  Delete a vendor.

• Action
  Get Client

  Retrieve a client by id.

• Action
  Get Deposit

  Retrieve a deposit by id.

• Action
  Get Expense

  Retrieve an expense by id.

• Action
  Get Invoice

  Retrieve an invoice by id.

• Action
  Get Product

  Retrieve a product by id.

• Action
  Get Quote

  Retrieve a quote by id.

• Action
  Get Vendor

  Retrieve a vendor by id.

• Action
  List Clients

  List clients.

• Action
  List Deposits

  List deposits.

• Action
  List Expenses

  List expenses.

• Action
  List Invoices

  List invoices.

• Action
  List Products

  List products.

• Action
  List Quotes

  List quotes.

• Action
  List Vendors

  List vendors.

• Action
  Mark invoice as paid

  Mark an invoice as paid.

• Action
  Send Invoice

  Send invoice by email to the client.

• Action
  Send Quote

  Send quote by email to the client.

• Action
  Update Client

  Partial update a client.

• Action
  Update Expense

  Partial update an expense.

• Action
  Update Invoice

  Partial update an invoice.

• Action
  Update Product

  Partial update a product.

• Action
  Update Quote

  Partial update a quote.

• Action
  Update Vendor

  Partial update a vendor.

• 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.