Business Pilot + Gmail
Create Business Pilot enquiries from new Gmail emails matching search criteria
Discover a smoother, more efficient way to manage your business inquiries. With this workflow, as soon as you receive an email in Gmail matching your specified search criteria, an enquiry is immediately created in the Business Pilot app. This is an ideal way to timely manage priorities and keep your business flow intact. Say goodbye to multiple manual tasks and embrace this streamlined automation.
Discover a smoother, more efficient way to manage your business inquiries. With this workflow, as soon as you receive an email in Gmail matching your specified search criteria, an enquiry is immediately created in the Business Pilot app. This is an ideal way to timely manage priorities and keep your business flow intact. Say goodbye to multiple manual tasks and embrace this streamlined automation.
- When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create EnquiryCreates an Enquiry in the system.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLabelRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ThreadRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when there's a new contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Enquiry
Triggers when a new Enquiry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when there's a new lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order Invoice
Triggers when a new Purchase Order Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Service Call
Triggers when there's a new service call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when there's an updated contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Enquiry
Triggers when an Enquiry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when there's an updated lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase Order Invoice
Triggers when a purchase order invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Service Call
Triggers when a service call is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IdRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IdRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Id
Purchase Order Number
ItemRequired
QuantityRequired
Net ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
Allowed Marketing TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
Marketing PreferencesRequired
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Id
Contact Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appContract Id
Contract Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Contract Type
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Id
Invoice Number
Invoice Type
Contract Id
Contract Number
Contract Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Show For Web
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase 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
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase 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
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier Name
Added Before
Added After
Show Only Trade
Show Only Retail
ActionThis is an event a Zap performs.SearchFind existing data in your appEnquiry Id
Enquiry Name
Postal Code
Email
Phone Number
Is Archived?
Is Converted?
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Id
Lead Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Lead Type
Sales Person
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Invoice Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appService Call Id
Contract Id
Contract Number
Contract Name
service Call Type
service Call Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Subject
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contract
Triggers when there's a new contract.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new Invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new Purchase Order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order Invoice Query
Triggers when a new Purchase Order Invoice Query is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when there's a new supplier.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contract
Triggers when there's an updated contract.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase Order
Triggers when a Purchase Order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase Order Invoice Query
Triggers when a Purchase Order Invoice Query is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Supplier
Triggers when there's an updated supplier.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contract IdRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Id
Document Type Id
Document Type Name
File Name
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Id
Quote Value Net
Quote Reference
File Name
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Allowed Marketing TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Allowed Marketing TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PurchaseOrderId
Optionally use Purchase Order Number instead of id
Estimated Delivery Date
Confirmed Delivery Date
Supplier Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type Name
Active?
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Status
Pipeline
Date Added Before
Date Added After
Show Only Trade
Show Only Retail
Contract Type
Sales Person
Current Owner
ActionThis is an event a Zap performs.SearchFind existing data in your appEnquiry Id
Enquiry Name
Postal Code
Email
Phone Number
Is Archived?
Is Converted?
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Status
Pipeline
Date Added Before
Date Added After
Show Only Trade
Show Only Retail
Lead Type
Sales Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ShowForWeb
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase 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
ActionThis is an event a Zap performs.SearchFind existing data in your appRole Name
ActionThis is an event a Zap performs.SearchFind existing data in your appContract Name
Contract Number
Status
Service Call Type
Date Added Before
Date Added After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
Email
Roles
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Id
Invoice Number
Invoice Type
Contract Id
Contract Number
Contract Name
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Id
Purchase Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Invoice Query Id
Purchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Query Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Business Pilot
Related categories
