Integration & MCP for Daylite
Integrate and automate your Daylite workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Daylite and make your data and tools truly work for you, not the other way around.
CRM and Sales tools
Daylite Integration Revolutionizes CRM Efficiency
Connecting Marketcircle Daylite via Boost.space removes operational barriers by centralizing customer data, automating workflows, and enhancing project tracking. This integration empowers CRM and productivity teams by streamlining client management and boosting productivity. As a result, the business becomes well-prepared for true AI-readiness, enabling it to leverage advanced technologies seamlessly.
Supported MCP tools
Connect insights. Empower action. With MCP, Daylite becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Daylite MCP:
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.
Watch contact deleted
Triggers when a person is sent to the Trash in Daylite.
Watch new project
Triggers when a new project is created in Daylite.
Watch note updated
Triggers when a note is updated in Daylite.
Watch task updated
Triggers when a task is updated in Daylite.
Update a task
Modifies a task.
Get an opportunity
Shows the details of an opportunity.
Create a form definition
Creates a new form definition.
Update a company
Modifies a company.
Get a note
Shows the details of a note.
Delete a note
Removes a note.
Make an api call
Performs an arbitrary authorized API call.
Update a project
Modifies a project.
Get a form
Shows the details of a form.
Get a task
Shows the details of a task.
Create a form
Creates a new form.
Create a note
Creates a new note.
Create a task
Creates a new task.
Delete a form
Removes a form.
Delete a task
Removes a task.
Get a contact
Shows the details of an contact.
Get a project
Shows the details of a project.
Update a form
Modifies a form.
Update a note
Modifies a note.
Get a company
Shows the details of a company.
Create a contact
Creates a new contact.
Create a project
Creates a new project.
Delete a contact
Removes a contact.
Delete a project
Removes a project.
Update a contact
Modifies a contact.
Create a company
Creates a new company.
Delete a company
Removes a company.
Get an appointment
Shows the details of an appointment.
Create an appointment
Creates a new appointment.
Create an opportunity
Creates a new opportunity.
Delete an appointment
Removes an appointment.
Delete an opportunity
Removes an opportunity.
Update an opportunity
Modifies an opportunity.
List form definitions
Gets the list of all form definitions.
Search notes
Searches for notes or lists them all.
Search tasks
Searches for tasks or lists them all.
Search companies
Searches for companies or lists them all.
Search contacts
Searches for contacts or lists them all.
Search projects
Searches for projects or lists them all.
Search appointments
Searches for appointments or lists them all.
Search opportunities
Searches for opportunities or lists them all.
How to use MCP with Daylite
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space's integration with Marketcircle Daylite CRM offers several key benefits designed to streamline and enhance user workflows. By centralizing customer data from Daylite, Boost.space allows businesses to access comprehensive client information in a single platform, fostering more informed decision-making. This integration automates repetitive tasks, such as client follow-ups and project updates, freeing up valuable time for teams to focus on high-impact activities. The AI-powered features within Boost.space deliver predictive insights and personalized recommendations, improving customer relationship management strategies. Additionally, automated actions can be configured to trigger alerts or data syncing across various connected apps, ensuring information is always up-to-date and accessible. With real-time data synchronization, project tracking is enhanced, allowing teams to monitor progress effectively and respond swiftly to any changes. This seamless integration ultimately leads to increased operational efficiency and improved client interactions.
