Discussions
**Daylite REST API — Intermittent HTTP 504 Gateway Timeout Using Make Integration**
Subject: Daylite REST API — Intermittent HTTP 504 Gateway Timeout Using Make Integration
**Read-only OAuth 2.0 integration with Make.com — scopes, compatibility and token refresh**
We are a longtime Daylite customer developing an internal CRM data-quality monitoring workflow using Make.com.
Request for a test/sandbox Daylite account for API development
I have been a Daylite Cloud customer for several years. Daylite is the master record for my clients and matters.
Does the Daylite API support creating an email record
Hello Daylite team,
Can the Daylite API import emails from Gmail as native Email records?
Hi Daylite team,
Bug: Writing a form value adds it to the form definition's option list
When a form instance is created or updated through the API with a value for an option field (dropdown) that is not among the options of the field's form definition, the API does not reject the value. Instead, it adds the value to the option list of the form definition itself. The definition is modified, although the client never called the /v1/form_definitions endpoint.
REST API roadmap - write access to Estimates, Products & Services, Pipelines, Activity Sets
We're building an integration between Daylite and our own systems (via the REST API and the new local MCP) and have found a few gaps we'd like to raise - keen to know if any of these are on the roadmap.
Fetching appointments in a date range — GET /v1/appointments times out, is Appointment Search the right approach?
Hi,
Usage of relation ship types unclear
Hey there,
Feature Request: Ability to set/edit create_date (or a custom date/time field) for Notes via API
Hi Daylite team,
I noticed that create_date and modify_date on the Note object are currently read-only via the API. This means it's not possible to set or adjust the date and time of a note through the API, this can only be done manually within the Daylite app itself.
For my workflow, I create notes programmatically (e.g. importing meeting summaries or transcripts after the fact), and it would be very helpful to be able to set the note's date and time to match the actual event rather than the moment the API call was made.
Would it be possible to add support for either: