Connect Business Pilot and Mobile Message to power AI-driven automation

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

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Business Pilot with Mobile Message - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Status Change" from Business Pilot.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Mobile Message.

You’re connected!

Zapier seamlessly connects Business Pilot and Mobile Message, 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.

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
New SMS Delivery Status
Triggers when an SMS delivery status changes (delivered or failed).
Trigger
Instant
Try It
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write
- Message ID
- Your Reference
Action
Write
- List Name
  Required
Action
Write
- Contact List
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Receiving Number (To)
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Contact ID
  Required
- Phone Number
- First Name
- Last Name
- Company
- Other
Action
Write
- Message ID
  Required
- Your Reference
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
- 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
New Inbound SMS
Triggers when an inbound SMS is received.
Trigger
Instant
Try It
- Phone Number
  Required
Action
Write
- Phone Number
  Required
- First Name
- Last Name
- Company
- Other
Action
Write
- Contact ID
  Required
Action
Write
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write
- Contact List
  Required
- New Name
  Required
Action
Write
- Contact List
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Phone Number
  Required
Action
Search

For AI agents & developers

Use Business Pilot and Mobile Message with AI agents and code

Beyond Zap workflows. Call Business Pilot and Mobile Message 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 Business Pilot and Mobile Message actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Add Contact to List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Business Pilot and Mobile Message actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* business-pilot / mobile-message-ca21345 action */ });

Run the SDK docs

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.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Business Pilot and Mobile Message 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 Business Pilot to Mobile Message integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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)

About Mobile Message

Instantly send an SMS to any Australian mobile phone number, using your Mobile Message account.

Learn moreLearn moreHelpHelp