Daylite
by Marketcircle
CRM and project manager for small businesses on Mac and iOS.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Daylite API docs
02Data
What you can sync.
- Contacts
- Companies
- Opportunities
- Projects
- Tasks
Model Daylite contacts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Daylite data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Daylite uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Marketcircle if you need help.
04How it works
How it works in DataMind.
-
Pick Daylite.
Open Lake, pick Daylite in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Daylite API docs.
-
Answer a few questions.
The AI reads the Daylite documentation, then asks which credentials you will use, which data to sync (for example contacts and companies), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Daylite data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
