Success.co + Daylite Integrations
Put Success.co + Daylite to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Success.co and Daylite
See the kind of workflows teams build with Success.co and Daylite below — describe the exact one you want above and the Agent builds it on demand.
Success.co + Daylite
When an opportunity is deleted in Daylite, update opportunity tracking in Success.co.
Generate project tasks when deals are won
When a deal is won in Daylite, automatically create a project task in Success.co to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in Success.co, automatically update the deal stage in Daylite to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Success.co, automatically log the activity in Daylite on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Success.co and Daylite?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Success.co and Daylite
Everything Success.co and Daylite can do inside a workflow — the triggers that start one and the actions that run when it fires.
Success.co Explore Success.co →
A productivity and workflow management tool designed to help organizations plan projects, track deliverables, and coordinate team tasks.
Knit's Integrations Agent builds Success.co's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Success.co's API.
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.
TriggersTriggers when a Daylite appointment is deleted.
Triggers when a Daylite company is deleted.
Triggers when a Daylite person is deleted.
Triggers when a Daylite form is deleted.
Triggers when a Daylite opportunity is deleted.
Triggers when a Daylite project is deleted.
Creates a new object.
Creates a new appointment.
Creates a new company.
Creates a new person and optionally an associated company.
Creates a new Email.
Creates a new form.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Success.co + Daylite
Is there a pre-built Success.co + Daylite automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Success.co and Daylite's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Success.co or Daylite connector?
No. The Agent works whether or not Success.co or Daylite 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.
How does connecting Success.co and Daylite help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Daylite automatically spin up project tasks?
Yes, when a deal is won or changes stages in Daylite, you can instantly create initial project tasks in Success.co.