Business Pilot + Microsoft Office 365
Send emails in Microsoft Office 365 when contracts get updated in Business Pilot
Stay informed about your contract updates with this workflow that connects Business Pilot and Microsoft Office 365. When a contract is updated in Business Pilot, an email is promptly sent through Office 365 to keep you on top of your business affairs. This interaction ensures you stay updated and eliminates the need for manual monitoring and follow-up, thus enhancing your business efficiency.
Stay informed about your contract updates with this workflow that connects Business Pilot and Microsoft Office 365. When a contract is updated in Business Pilot, an email is promptly sent through Office 365 to keep you on top of your business affairs. This interaction ensures you stay updated and eliminates the need for manual monitoring and follow-up, thus enhancing your business efficiency.
- When this happens...
Updated ContractTriggers when there's an updated contract.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send EmailSend an email from your Office 365 account.
ActionWriteCreate a new record or update an existing record in your app.
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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 appShared Inbox
Parent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEventRequired
Merge with existing attendees?
AttendeesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distribution ListRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
All Day Event?
Description
Show me as Free or Busy
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search terms
From address
Start date
End date
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start date and timeRequired
End date and timeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New 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 appCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Email IDRequired
To Email(s)Required
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appShared Mailbox
Email IDRequired
Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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