Log activity and update deals when key documents are processed
When structured data is extracted from a file in Alkymi, Daylite automatically updates the corresponding deal stage and logs an activity in the timeline.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Alkymi Explore Alkymi →
TriggersFires when Alkymi finishes extracting data from a document such as an invoice, receipt, form or resume.
Posts a file to Alkymi to be parsed.
Runs an extraction template in Alkymi against a document.
Daylite Explore Daylite →
TriggersFires when a new contact or lead is added to Daylite.
Fires when a field on a contact changes in Daylite.
Fires when a deal, case or record moves to a new stage in Daylite.
Fires when a deal is marked won in Daylite.
Creates or updates a contact in Daylite.
Creates a new deal in Daylite.
Moves a deal or record to a new stage in Daylite.
Logs a call, email, or note against a record in Daylite.
More Alkymi + Daylite workflows
Create contacts from parsed document data
When data is extracted from a document in Alkymi, Daylite automatically creates or updates the contact profile with the extracted information.
See details
Extract contract details when deal stages advance
When a deal stage changed in Daylite, Alkymi automatically receives attached agreement files to extract structured financial and terms data.
See details
See all Alkymi + Daylite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log activity and update deals when key documents are processed” between Alkymi and Daylite?
Yes — describe it in the box above and Knit's Integrations Agent researches Alkymi and Daylite's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating Alkymi with Daylite help sales teams?
It converts unstructured files like client forms and signed contracts into structured fields in Daylite, automatically updating contacts and deal stages.
Can CRM changes automatically kick off document extraction?
Yes, when a new lead is created or a deal stage changes in Daylite, connected documents can be sent to Alkymi for automated parsing.