Business Pilot + FLG

Create new Business Pilot enquiries when lead statuses change in FLG

Optimize your sales process by keeping track of your lead status. With this workflow, whenever a lead status changes in your FLG app, an enquiry is immediately created in your Business Pilot app. This way, you can swiftly adapt your strategy based on changes in lead status, enhancing your team's efficiency and responsiveness to potential clients. Simplify your sales management with this efficient and seamless process.

When this happens...
Lead Status Changed
Triggers when a lead's status is changed.
TriggerInstant
automatically do this!
Create Enquiry
Creates an Enquiry in the system.
ActionWrite

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Supported triggers and actions

- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
Trigger
Instant
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- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
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- Skip Test Msg
- Metadata Field: Lead GroupRequired
- Metadata Field: ReferenceRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
New Contact
Triggers when there's a new contact.
Trigger
Instant
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New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
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New Lead
Triggers when there's a new lead.
Trigger
Instant
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New Purchase Order Invoice
Triggers when a new Purchase Order Invoice.
Trigger
Instant
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New Service Call
Triggers when there's a new service call.
Trigger
Instant
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Updated Contact
Triggers when there's an updated contact.
Trigger
Instant
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Updated Enquiry
Triggers when an Enquiry is updated.
Trigger
Instant
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Updated Lead
Triggers when there's an updated lead.
Trigger
Instant
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Updated Purchase Order Invoice
Triggers when a purchase order invoice is updated.
Trigger
Instant
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Updated Service Call
Triggers when a service call is updated.
Trigger
Instant
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- Contact IdRequired
- Note TextRequired
Action
Write
- 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
Write
- Lead IdRequired
- Note TextRequired
Action
Write
- Purchase Order Id
- Purchase Order Number
- ItemRequired
- QuantityRequired
- Net ValueRequired
Action
Write
- Email AddressRequired
- Allowed Marketing TypesRequired
Action
Write
- Email AddressRequired
- Marketing PreferencesRequired
Action
Write
- Name
- Added Before
- Added After
- Updated Before
- Updated After
- Contact Type
- Show Only Trade
- Show Only Retail
Action
Search
- Contact Id
- Contact Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Contact Type
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
- 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
- Show For Web
Action
Search
- Name
- Active
Action
Search
- Name
- Active
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
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
- Name
- Active
Action
Search
- Supplier Name
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone Number
- Is Archived?
- Is Converted?
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 Invoice Id
- Purchase Order Id
- Purchase Order Number
- Invoice Reference
Action
Search
- Service Call Id
- Contract Id
- Contract Number
- Contract Name
- service Call Type
- service Call Status
Action
Search

- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
Try It
- Skip Test Msg
- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
- Metadata Field: Reference
- Standard Field: First Name
- Standard Field: Last Name
- Metadata Field: Company Name
- Standard Field: Email
- Standard Field: Telephone No.
- Standard Field: Address Line 1
- Standard Field: Postcode
- Metadata Field: Date Created - Start.
- Metadata Field: Date Created - End.
Action
Search
New Contract
Triggers when there's a new contract.
Trigger
Instant
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New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
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New Purchase Order
Triggers when a new Purchase Order is created.
Trigger
Instant
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New Purchase Order Invoice Query
Triggers when a new Purchase Order Invoice Query is created.
Trigger
Instant
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New Supplier
Triggers when there's a new supplier.
Trigger
Instant
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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
- Contract IdRequired
- Note TextRequired
Action
Write
- Lead Id
- Document Type Id
- Document Type Name
- File Name
- File
Action
Write
- Lead Id
- Quote Value Net
- Quote Reference
- File Name
- File
Action
Write
- IdRequired
- Allowed Marketing TypesRequired
Action
Write
- IdRequired
- Allowed Marketing TypesRequired
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
- Status
- Pipeline
- Date Added Before
- Date Added After
- Show Only Trade
- Show Only Retail
- Contract Type
- Sales Person
- Current Owner
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
Action
Search
- Name
- Status
- Pipeline
- Date Added Before
- Date Added After
- Show Only Trade
- Show Only Retail
- Lead Type
- Sales Person
Action
Search
- Name
Action
Search
- Name
- ShowForWeb
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
Action
Search
- Role Name
Action
Search
- Contract Name
- Contract Number
- Status
- Service Call Type
- Date Added Before
- Date Added After
Action
Search
- Name
- Active
- Email
- Roles
Action
Search
- Invoice Id
- Invoice Number
- Invoice Type
- Contract Id
- Contract Number
- Contract Name
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

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.

Related categories

CRM (Customer Relationship Management)

About FLG

A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Business Pilot + FLG

Create new Business Pilot enquiries when lead statuses change in FLG

Lead Created

Lead Updated

Update Lead

New Contact

New Enquiry

New Lead

New Purchase Order Invoice

New Service Call

Updated Contact

Updated Enquiry

Updated Lead

Updated Purchase Order Invoice

Updated Service Call

Create Contact Note

Create Enquiry

Create Lead Note

Create Purchase Order Line

Update Contact Marketing Preferences by Email Address

Update Enquiry Marketing Preferences by Email Address

Find All Contacts

Find a Contact

Find All Contact Types

Find a Contract

Find All Invoices

Find All Lead Sources

Find All Lead Types

Find All Product Types

Find All Purchase Orders

Find All Purchase Order Invoice Queries

Find All Sales Areas

Find Suppliers

Find an Enquiry

Find a Lead

Find a Purchase Order Invoice

Find a Service Call

Lead Status Changed

Create Lead

Find Lead

New Contract

New Invoice

New Purchase Order

New Purchase Order Invoice Query

New Supplier

Updated Contract

Updated Invoice

Updated Purchase Order

Updated Purchase Order Invoice Query

Updated Supplier

Create Contract Note

Create Lead Document

Create Lead Quote

Update Contact Marketing Preferences

Update Enquiry Marketing Preferences

Update Purchase Order

Find All Document Types

Find a Contact Type

Find All Contracts

Find All Enquiries

Find All Leads

Find a Lead Type

Find All Product Interests

Find All Project Types

Find All Purchase Order Invoices

Find Roles

Find All Service Calls

Find Users

Find an Invoice

Find a Purchase Order

Find a Purchase Order Invoice Query

About Business Pilot

Related categories

About FLG

Related categories

Similar apps

Zapier Forms