Business Pilot Integrations

Name: Zapier
Availability: InStock

Put Business Pilot to work with AI and enterprise-grade automation

Automate smarter with Business Pilot and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Brevo

Email Newsletters

Quire

Project Management

Creatomate

Video & Audio

ClickSend SMS

Phone & SMS

Mailgun

Transactional Email

Google BigQuery

Databases, Google

AnswerConnect

Customer Support

WhatsApp Business

Phone & SMS

Growform

Forms & Surveys

Brevo

Email Newsletters

Quire

Project Management

Creatomate

Video & Audio

ClickSend SMS

Phone & SMS

Mailgun

Transactional Email

Google BigQuery

Databases, Google

Brevo

Email Newsletters

Quire

Project Management

Creatomate

Video & Audio

ClickSend SMS

Phone & SMS

Mailgun

Transactional Email

Google BigQuery

Databases, Google

AnswerConnect

Customer Support

WhatsApp Business

Phone & SMS

Growform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send emails in Gmail for new enquiries in Business Pilot
Details
Try it
Business Pilot + Gmail
Create a Google Sheets row for each new Business Pilot contact
Details
Try it
Business Pilot + Google Sheets
Send sms for new Business Pilot invoices with SMS by Zapier
Details
Try it
Business Pilot + SMS by Zapier
Send emails in Microsoft Outlook for new enquiries in Business Pilot
Details
Try it
Business Pilot + Microsoft Outlook
Create enquiries in Business Pilot for new leads from Facebook Lead Ads
Premium
Details
Try it
Facebook Lead Ads + Business Pilot
Create Business Pilot enquiries from new or updated rows in Google Sheets
Details
Try it
Google Sheets + Business Pilot

Send emails in Gmail for new enquiries in Business Pilot

Details

Try it

Business Pilot + Gmail

Create a Google Sheets row for each new Business Pilot contact

Details

Try it

Business Pilot + Google Sheets

Send sms for new Business Pilot invoices with SMS by Zapier

Details

Try it

Business Pilot + SMS by Zapier

Send emails in Microsoft Outlook for new enquiries in Business Pilot

Details

Try it

Business Pilot + Microsoft Outlook

Create enquiries in Business Pilot for new leads from Facebook Lead Ads

Details

Try it

Facebook Lead Ads + Business Pilot

Create Business Pilot enquiries from new or updated rows in Google Sheets

Details

Try it

Google Sheets + Business Pilot

Create records in Zapier Tables for new contacts in Business Pilot

Details

Try it

Business Pilot + Zapier Tables

Create records in Zapier Tables for new leads in Business Pilot

Details

Try it

Business Pilot + Zapier Tables

Add new Business Pilot enquiries to Mailchimp as subscribers

Details

Try it

Business Pilot + Mailchimp

Update Mailchimp subscribers when contacts are updated in Business Pilot

Details

Try it

Business Pilot + Mailchimp

Create new HubSpot deals whenever new contracts are added in Business Pilot

Details

Try it

Business Pilot + HubSpot

Send outbound emails for new Business Pilot enquiries with Email by Zapier

Details

Try it

Business Pilot + Email by Zapier

Create records in Zapier Tables for new contacts in Business Pilot
Details
Try it
Business Pilot + Zapier Tables
Create records in Zapier Tables for new leads in Business Pilot
Details
Try it
Business Pilot + Zapier Tables
Add new Business Pilot enquiries to Mailchimp as subscribers
Details
Try it
Business Pilot + Mailchimp
Update Mailchimp subscribers when contacts are updated in Business Pilot
Details
Try it
Business Pilot + Mailchimp
Create new HubSpot deals whenever new contracts are added in Business Pilot
Details
Try it
Business Pilot + HubSpot
Send outbound emails for new Business Pilot enquiries with Email by Zapier
Details
Try it
Business Pilot + Email by Zapier

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.

Contract Status Change
Triggers when a contract's status changes.
Trigger
Instant
Try It
New Contact
Triggers when there's a new contact.
Trigger
Instant
Try It
New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
Try It
New Lead
Triggers when there's a new lead.
Trigger
Instant
Try It
New Purchase Order Invoice
Triggers when a new Purchase Order Invoice.
Trigger
Instant
Try It

New Service Call
Triggers when there's a new service call.
Trigger
Instant
Try It
Updated Contact
Triggers when there's an updated contact.
Trigger
Instant
Try It

Updated Enquiry
Triggers when an Enquiry is updated.
Trigger
Instant
Try It
Updated Lead
Triggers when there's an updated lead.
Trigger
Instant
Try It
Updated Purchase Order Invoice
Triggers when a purchase order invoice is updated.
Trigger
Instant
Try It
Updated Service Call
Triggers when a service call is updated.
Trigger
Instant
Try It
- Salutation
- First Name
- Last Name
- Company Name
- Phone Number
- Mobile Number
- Alt Number
- Emails
- Address Line 1
- Address Line 2
- Address Line 3
- Town/City
- County/State
- Postal Code
- Country
- Is Trade
- Contact Type Name
- Contact Type
- Account Reference
- Allowed Marketing Preference Types
- UTM
- GCLAD
- Referral URL
- Branch Name
- Branch
- PhoneNumber
- MobileNumber
- Email
- AccountReference
- MarketingPreferenceTypes
- CompanyBranchName
- CompanyBranchId
Action
Write
- Contract Id
  Required
- Note Text
  Required
Action
Write
- Contact Id
- Contact Number
- Use Contact Address For Install Address
- Install Email
- Install Name
- Install Phone
- Install Address Reference
- Install Address Line 1
- Install Address Line 2
- Install Address Line 3
- Install Town
- Install County
- Install Country
- Install Postcode
- Install Instructions
- Lead Type
- Lead Type Name
- Pipeline
- Pipeline Name
- Lead Source
- Lead Source Name
- Lead Sub Source
- Lead Sub Source Name
- Sales Area
- Sales Area Name
- Product Interest
- Product Interest Name
- Product Type 1
- Product Type 1 Name
- Product Type 2
- Product Type 2 Name
- Product Type 3
- Product Type 3 Name
- Lead Taken By
- Lead Taken By Name
- Sales Person
- Sales Person Name
- Surveyor
- Surveyor Name
- Show Room Visit
- Survey Required
- Insurance Backed Guarantee Required
- Self Certification Required
- Discount Percentage
- Quoted Value Net
- Sold Value Net
- UTM
- GCLAD
- Referral URL
- Branch
- Branch Name
- Copy Email Activity
- Copy Notes
- Copy Documents
- InstallEmail
- InstallTown
- StatusProgPipelineId
- StatusProgPipelineName
- InsuranceBackedGuaranteeRequired
- SelfCertificationRequired
- DiscountPerc
- CopyEmailActivity
- CopyNotes
- CopyDocuments
Action
Write
- Lead Id
- Document Type
- Document Type Name
- File Name
- File
Action
Write
- Lead Id
- Quote Value Net
- Quote Reference
- File Name
- File
Action
Write
- Purchase Order Invoice Id
  Required
- File Name
- File
  Required
Action
Write
- Lead Quote Id
  Required
- Quote Value Net
- Quote Reference
- File Name
- File
Action
Write
- Id
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Id
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Id
  Required
- Allowed Marketing Types
  Required
Action
Write
- Id
  Required
- Allowed Marketing Types
  Required
Action
Write
- PurchaseOrderId
- Optionally use Purchase Order Number instead of id
- Estimated Delivery Date
- Confirmed Delivery Date
- Supplier Reference
Action
Write
- Document Type Name
- Active?
Action
Search
- Name
Action
Search
- Name
Action
Search
- Contact Id
- Contact Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Contact Type
- UTM
- GCLAD
- Referral URL
Action
Search
- Name
Action
Search
- Contract Id
- Contract Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Contract Type
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone Number
- Is Archived?
- Is Converted?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
- UTM
- GCLAD
- Referral URL
Action
Search
- Job Cost Id
- Contract Id
- Contract Number
- Supplier Id
- Supplier Name
- Order Reference
- Date Added Before
- Date Added After
- Date Ordered Before
- Date Ordered After
- Date Updated Before
- Date Updated After
Action
Search
- Lead Id
  Required
Action
Search
- Name
- Show For Web
Action
Search
- ID
- Name
- Lead Source ID
- Lead Source Name
Action
Search
- Name
Action
Search
- Lead Id
- Contract Id
- Service Call Id
- Appointment Type Id
- Date From
- Date To
Action
Search
- Name
- Contract Type
- Pipeline
- Status
- Sales Person Name
- Current Owner Name
- Show Only Trade?
- Show Only Retail?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Contract Name
- Contract Number
- Service Call Type
- Status
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Code
- Active?
Action
Search
- Name
- Type
- Active
Action
Search
- Name
- ShowForWeb
Action
Search
- Name
- Active
Action
Search
- Name
Action
Search
- 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
- DateUpdateBefore
Action
Search
- Purchase Order Line Id
- Purchase Order Id
- Purchase Order Number
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- ID
- Name
Action
Search
- ID
- First Name
- Last Name
- Full Name
Action
Search
- Year Id
- Sales Person Id
Action
Search
- Contract Name
- Contract Number
- Status
- Service Call Type
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Supplier Name
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
Action
Search
- First Name
- Last Name
- Full Name
- Active
Action
Search
- Role Name
Action
Search
- Appointment Location Id
- Name
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone Number
- Is Archived?
- Is Converted?
- UTM
- GCLAD
- Referral URL
Action
Search
- Job Cost Id
- Order Reference
Action
Search
- Id
- Name
- Code
Action
Search
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Invoice Reference
Action
Search
- Purchase Order Line Id
Action
Search
- Supplier Id
- Name
- Account Reference
Action
Search
- Id
- Role
Action
Search

Lead Status Change
Triggers when a lead's status changes.
Trigger
Instant
Try It
New Contract
Triggers when there's a new contract.
Trigger
Instant
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new Purchase Order is created.
Trigger
Instant
Try It
New Purchase Order Invoice Query
Triggers when a new Purchase Order Invoice Query is created.
Trigger
Instant
Try It
New Supplier
Triggers when there's a new supplier.
Trigger
Instant
Try It
Updated Contract
Triggers when there's an updated contract.
Trigger
Instant
Try It
Updated Invoice
Triggers when an Invoice is updated.
Trigger
Instant
Try It
Updated Purchase Order
Triggers when a Purchase Order is updated.
Trigger
Instant
Try It
Updated Purchase Order Invoice Query
Triggers when a Purchase Order Invoice Query is updated.
Trigger
Instant
Try It
Updated Supplier
Triggers when there's an updated supplier.
Trigger
Instant
Try It
- Contact Id
  Required
- Note Text
  Required
Action
Write
- Name
- First Name
- Last Name
- Email
- Phone
- Address Line 1
- Postal Code
- UTM
- GCLID
- Referral URL
- Form Source
- Lead Source
- Product Interest
- Project Type
- Preferred Appointment Date
- Preferred Appointment Time
- Marketing Preferences
- Message
- Label
- Branch
Action
Write
- Use Contact Address For Install Address
- Install Email
- Install Name
- Install Phone
- Install Address Reference
- Install Address Line 1
- Install Address Line 2
- Install Address Line 3
- Install Town
- Install County
- Install Country
- Install Postcode
- Install Instructions
- Lead Type
- Lead Type Name
- Pipeline
- Pipeline Name
- Lead Source
- Lead Source Name
- Lead Sub Source
- Lead Sub Source Name
- Sales Area
- Sales Area Name
- Product Interest
- Product Interest Name
- Product Type 1
- Product Type 1 Name
- Product Type 2
- Product Type 2 Name
- Product Type 3
- Product Type 3 Name
- Lead Taken By
- Lead Taken By Name
- Sales Person
- Sales Person Name
- Surveyor
- Surveyor Name
- Show Room Visit
- Survey Required
- Insurance Backed Guarantee Required
- Self Certification Required
- Discount Percentage
- Quoted Value Net
- Sold Value Net
- Branch
- Branch Name
- Copy Email Activity
- Copy Notes
- Copy Documents
- Salutation
- First Name
- Last Name
- Company Name
- Phone Number
- Mobile Number
- Alt Number
- Emails
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Is Trade
- Contact Type Name
- Contact Type Id
- Account Reference
- Marketing Preference Types
- Branch Name
- Branch Id
- InstallEmail
- InstallTown
- StatusProgPipelineId
- StatusProgPipelineName
- InsuranceBackedGuaranteeRequired
- SelfCertificationRequired
- DiscountPerc
- CopyEmailActivity
- CopyNotes
- CopyDocuments
Action
Write
- Lead Id
  Required
- Note Text
  Required
Action
Write
- Purchase Order Id
  Required
- Purchase Order Number
- Details
- Invoice Reference
- Net Amount
- VAT Amount
- VAT Code Name
- Tax Rate (%)
- Invoice Date
- Nominal Code Name
- Is Credit?
- File Name
- File
Action
Write
- Purchase Order Id
- Purchase Order Number
- Item
  Required
- Quantity
  Required
- Net Value
  Required
Action
Write
- Purchase Order Line Id
  Required
- Item
- Quantity
- Net Value
Action
Write
- Email Address
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Email Address
  Required
- Marketing Preference
  Required
- Allowed?
Action
Write
- Email Address
  Required
- Allowed Marketing Types
  Required
Action
Write
- Email Address
  Required
- Marketing Preferences
  Required
Action
Write
- Name
- Added Before
- Added After
- Updated Before
- DateUpdateBefore
- Updated After
- Contact Type
- Show Only Trade
- Show Only Retail
Action
Search
- Owner (User) Id
- Lead Id
- Contract Id
- Service Call Id
- Appointment Type Id
- Date From
- Date To
Action
Search
- Name
Action
Search
- Name
- Active
Action
Search
- Name
Action
Search
- Name
- Status
- Pipeline
- Date Added Before
- Date Added After
- Show Only Trade
- Show Only Retail
- Contract Type
- Sales Person
- Current Owner
Action
Search
- Name
- Active
Action
Search
- 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
Search
- Name
- Status
- Pipeline
- Date Added Before
- Date Added After
- Show Only Trade
- Show Only Retail
- Lead Type
- Sales Person
Action
Search
- ID
- Name
Action
Search
- Lead Source Id
- Month
- Year
Action
Search
- Name
- Lead Source ID
- Lead Source Name
Action
Search
- Name
- Active
Action
Search
- Name
- Contact Type
- Show Only Trade?
- Show Only Retail?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Lead Type
- Pipeline
- Status
- Sales Person Name
- Show Only Trade?
- Show Only Retail?
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- Name
- Contact Type
- Show Only Trade?
- Show Only Retail?
- Marketing UTM
- Marketing GCLAD
- Marketing Referral URL
- Date Added Before
- Date Added After
- Date Updated Before
- Date Updated After
Action
Search
- ID
- Name
- Type
Action
Search
- ID
- Name
Action
Search
- ID
- Name
Action
Search
- ID
- Name
Action
Search
- 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
- DateUpdateBefore
Action
Search
- 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
Search
- Role Name
Action
Search
- Name
- Active
Action
Search
- First Name
- Last Name
- Full Name
- Active
Action
Search
- Name
Action
Search
- Service Call Id
  Required
Action
Search
- ID
- First Name
- Last Name
- Full Name
Action
Search
- Name
- Active
- Email
- Roles
Action
Search
- Name
- Active?
Action
Search
- Appointment Type Id
- Name
Action
Search
- Invoice Id
- Invoice Number
- Invoice Type
- Contract Id
- Contract Number
- Contract Name
Action
Search
- Lead Id
- Lead Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Lead Type
- Sales Person
Action
Search
- Purchase Order Id
- Purchase Order Number
Action
Search
- Purchase Order Invoice Query Id
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Query Reference
Action
Search
- Service Call Id
- Contract Id
- Contract Number
- Contract Name
- service Call Type
- service Call Status
Action
Search
- Id
- Name
Action
Search
- Id
- Name
Action
Search

For builders

Let your AI safely access Business Pilot

Go beyond Zap workflows. Install Zapier in your AI to call Business Pilot actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Business Pilot from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Contact
Create Contact Note

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Business Pilot actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Business Pilot connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "business-pilot", owner: "me" });

await zapier.runAction({
  app: 'business-pilot',
  action: 'create_contact',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Business Pilot Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Business Pilot

Business Pilot is a cloud-based fitting or installation company ERP / CRM system providing tools to manage your business with focus on driving profits.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Business Pilot Integrations

Put Business Pilot to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send emails in Gmail for new enquiries in Business Pilot

Create a Google Sheets row for each new Business Pilot contact

Send sms for new Business Pilot invoices with SMS by Zapier

Send emails in Microsoft Outlook for new enquiries in Business Pilot

Create enquiries in Business Pilot for new leads from Facebook Lead Ads

Create Business Pilot enquiries from new or updated rows in Google Sheets

Send emails in Gmail for new enquiries in Business Pilot

Create a Google Sheets row for each new Business Pilot contact

Send sms for new Business Pilot invoices with SMS by Zapier

Send emails in Microsoft Outlook for new enquiries in Business Pilot

Create enquiries in Business Pilot for new leads from Facebook Lead Ads

Create Business Pilot enquiries from new or updated rows in Google Sheets

Create records in Zapier Tables for new contacts in Business Pilot

Create records in Zapier Tables for new leads in Business Pilot

Add new Business Pilot enquiries to Mailchimp as subscribers

Update Mailchimp subscribers when contacts are updated in Business Pilot

Create new HubSpot deals whenever new contracts are added in Business Pilot

Send outbound emails for new Business Pilot enquiries with Email by Zapier

Create records in Zapier Tables for new contacts in Business Pilot

Create records in Zapier Tables for new leads in Business Pilot

Add new Business Pilot enquiries to Mailchimp as subscribers

Update Mailchimp subscribers when contacts are updated in Business Pilot

Create new HubSpot deals whenever new contracts are added in Business Pilot

Send outbound emails for new Business Pilot enquiries with Email by Zapier

Let your AI safely access Business Pilot

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Business Pilot Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Business Pilot Integrations

Popular Business Pilot Integrations

Connect Your App Accounts to Zapier