Daylite Convert Forms

Daylite + Convert Forms Integrations

Put Daylite + Convert Forms to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Daylite and Convert Forms below — describe the exact one you want above and the Agent builds it on demand.

Daylite + Convert Forms When a form response is logged in Convert Forms, create a new opportunity in Daylite.
Convert form responses into CRM contacts When a prospect submits a new form response in Convert Forms, automatically create or update their contact profile in Daylite. See details
Send customer feedback surveys on closed deals When a deal is marked won in Daylite, automatically add the customer as a respondent in Convert Forms to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Convert Forms, automatically log the activity under their profile in Daylite so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Daylite and Convert Forms?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Daylite and Convert Forms

Everything Daylite and Convert Forms can do inside a workflow — the triggers that start one and the actions that run when it fires.

Daylite Explore Daylite →

Daylite is a Mac and iOS business management CRM app that helps small teams manage sales pipelines, customer contacts, tasks, and client projects.

Knit's Integrations Agent builds Daylite's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Daylite's API.

Convert Forms Explore Convert Forms →

Convert Forms is a Joomla form builder extension that allows users to create responsive online forms, surveys, and lead generation popups.

Triggers
New Submission

Triggers when a new submission is created.

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Customer Stories

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Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Daylite + Convert Forms

Is there a pre-built Daylite + Convert Forms automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Daylite and Convert Forms's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Daylite or Convert Forms connector?

No. The Agent works whether or not Daylite or Convert Forms already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Daylite?

Yes, inbound responses from Convert Forms can instantly generate new lead records or deals in Daylite without manual data entry.

Can I send survey invitations based on deal updates in Daylite?

Yes, when a deal is won or updated in Daylite, you can automatically add the contact as a respondent in Convert Forms to collect feedback.

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