D
Daylite - Create PDF, Word, Excel Documents
Daylite connects with Documentero to turn your business data into ready-to-use documents. When new contacts, projects, or opportunities are added in Daylite, Documentero can instantly create custom PDFs, Word files, or spreadsheets. This helps teams keep proposals, reports, and client files updated without manual work. The integration works through API, Make, or Zapier for flexible automation.
Daylite
Documentero
Triggers
Watch New Company — Triggers when a new company is created in Daylite.
Watch New Contact — Triggers when a new person is created in Daylite.
Watch New Appointment — Triggers when a new appointment is created in Daylite.
Watch New Form — Triggers when a new form is created in Daylite.
Watch New Note — Triggers when a new note is created in Daylite.
Watch New Task — Triggers when a new task is created in Daylite.
Watch Contact Updated — Triggers when a person is updated in Daylite.
Watch Form Updated — Triggers when a form is updated in DayLite.
Watch Project Updated — Triggers when a project is updated in Daylite.
Watch Opportunity Updated — Triggers when an opportunity is updated in Daylite.
Watch Company Updated — Triggers when a company is updated in Daylite.
Watch New Opportunity — Triggers when a new opportunity is created in Daylite.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Daylite using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Daylite using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF proposals from new Daylite opportunities
Create Word project reports from Daylite project updates
Export Daylite tasks into Excel for team tracking
Automatically generate client profile documents from Daylite contacts
Create appointment agenda documents from Daylite calendar events
Export Daylite notes into formatted reports
Automatically generate company overview documents from Daylite company records
Create sales opportunity reports from Daylite data
Export Daylite forms into professional PDF documents
Automatically generate progress reports from Daylite project updates
How you can use Daylite + Documentero
Client Proposals
Generate a proposal document in PDF format whenever a new opportunity is created in Daylite.
Project Reports
Create a detailed project report in Word when a new project is added in Daylite.
Appointment Summaries
Automatically prepare a meeting summary document when a new appointment is scheduled in Daylite.
Contact Profiles
Build a formatted contact profile sheet in PDF whenever a new contact is created in Daylite.
Task Lists
Export a task list into Excel when new tasks are added in Daylite for easy tracking.
Setup Guides
Zapier Tutorial: Integrate Daylite with Documentero
- Create a new Zap in Zapier.
- Add Daylite to the zap and choose one of the triggers (Watch New Company, Watch New Contact, Watch New Appointment). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Daylite trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Daylite with Documentero
- Create a new scenario in Make.
- Add Daylite to the scenario and choose one of the triggers (Watch New Company, Watch New Contact, Watch New Appointment). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Daylite trigger.
- Run or schedule your scenario and verify the output.
