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Zapier makes it easy to integrate BoloForms with Business Pilot - no code necessary. See how you can get setup in minutes.
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BoloForms
BoloForms
1. Choose trigger event
Business Pilot
Business Pilot
2. Choose action
1. Select the event
Setup
Test
BoloForms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Response" from BoloForms.
Add your action
An action happens after the trigger—such as "Create Contact Note" in Business Pilot.
You’re connected!
Zapier seamlessly connects BoloForms and Business Pilot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Name
First Name
Last Name
Email
Phone
Address Line 1
Postal Code
Form Source
Lead Source
Product Interest
Project Type
Preferred Appointment Date
Preferred Appointment Time
Marketing Preferences
Message
Label
Branch
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead Id
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase Order Id
Purchase Order Number
Item
Required
Quantity
Required
Net Value
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Allowed Marketing Types
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Marketing Preferences
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Added Before
Added After
Updated Before
Updated After
Contact Type
Show Only Trade
Show Only Retail
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contact Id
Contact Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Contact Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contract Id
Contract Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Contract Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice Id
Invoice Number
Invoice Type
Contract Id
Contract Number
Contract Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Show For Web
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase Order Id
Purchase Order Number
Contract Id
Contract Name
Supplier Id
Supplier Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase Order Invoice Query Id
Purchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Supplier Id
Supplier Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Supplier Name
Added Before
Added After
Show Only Trade
Show Only Retail
Action
This is an event a Zap performs.
Search
Find existing data in your app
Enquiry Id
Enquiry Name
Postal Code
Email
Phone Number
Is Archived?
Is Converted?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead Id
Lead Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Lead Type
Sales Person
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Invoice Reference
Action
This is an event a Zap performs.
Search
Find existing data in your app
Service Call Id
Contract Id
Contract Number
Contract Name
service Call Type
service Call Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use BoloForms and Business Pilot with AI agents and code
Beyond Zap workflows. Call BoloForms and Business Pilot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose BoloForms and Business Pilot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Send Templates for Signature
Create Contact Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect BoloForms and Business Pilot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your BoloForms to Business Pilot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Business Pilot is a cloud-based fitting or installation company ERP / CRM system providing tools to manage your business with focus on driving profits.
