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Choose a Trigger

Choose an Action

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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 "New Contact" from Business Pilot.

Add your action

An action happens after the trigger—such as "AI Chat & Analyzer" in PDF-app.

You’re connected!

Zapier seamlessly connects Business Pilot and PDF-app, 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.

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 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
- Lead Id
  Required
- Note Text
  Required
Action
Write
- Purchase Order Id
- Purchase Order Number
- Item
  Required
- Quantity
  Required
- Net Value
  Required
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
- 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
- Image Description (Prompt)
- File URLs
- Number of Images
  Required
- Image Width (px)
  Required
- Image Height (px)
  Required
- CFG Scale
  Required
- Seed
- Quality Level
  Required
- Asynchronous Processing
  Required
Action
Write
- File URL
  Required
- Asyncron processing
  Required
- PDF Compression Settings
  Required
- JPEG Quality
- Filename
- Color Image Resolution
  Required
- Gray Image Resolution
  Required
- Monochrome Image Resolution
  Required
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- File URL
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- File URL
  Required
- Filename
- Encrypt File Algorithm
  Required
- Encrypt File Key
  Required
- Encrypt File IV
  Required
- Encrypt or decrypt
  Required
Action
Write
- PDF URL
  Required
- Asyncron processing
  Required
- Template ID
  Required
Action
Write
- Image URL(s)
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- JobID
  Required
Action
Write
- Image or PDF URL(s)
  Required
- Extract Plain Text
  Required
- Extract Layout / Images
  Required
- Extract Forms (Key–Value Pairs)
  Required
- Extract Tables
  Required
- Detect Signatures
  Required
- Asyncron processing
  Required
- Regions
Action
Write
- PDF File URL
  Required
- Filename
- Add or remove
  Required
- Password
  Required
Action
Write
- PDF URL(s)
  Required
- Filename
- Image Type
- Image Quality
- Asyncron processing
  Required
Action
Write
- QR texts
  Required
- Filename
- Size
  Required
- Margin
  Required
- Color
  Required
- Background color
  Required
- Format
  Required
Action
Write
- File URLs
- Operation Type
- File Type
- File Path
Action
Write
- Input Text
- File URL
- Source Language Code
- Target Language Code
  Required
- Formality
- Asyncron processing
  Required
Action
Write

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
- Contract Id
  Required
- Note Text
  Required
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
- 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
- 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
- Input Text
- File URLs
- Examples
- Asyncron processing
  Required
- Model Type
Action
Write
- Barcode texts
  Required
- Filename
- Width
  Required
- Height
  Required
- Include text
  Required
- Text placement
  Required
- Text Padding
  Required
Action
Write
- PDF URL
  Required
- Enable Entity Classification
  Required
- Enable PII Detection
  Required
- Extract Only Tables
  Required
- OCR Pages
- Asyncron processing
  Required
- Include PII Values
  Required
- Exclude File Return
  Required
- Output Format
- OCR Language
Action
Write
- PDF URL
  Required
- Add Texts
- Add Images
- Remove Elements
- Search & Replace text
- Filename
- Delete pages
- Asyncron processing
  Required
- Move and Transform PDF Content
Action
Write
- File URL
- File Base64
- Source File Name
- Output File Name
- Sheet Name
- Sheet Index
- Read All Sheets
  Required
- Use First Row As Headers
  Required
- Header Row Index
- Normalize Headers
- Skip Empty Rows
- Drop Empty Columns
- Trim Strings
- Include Row Number
- Result Shape
  Required
- Return As File
- Include Sheet Metadata
- Empty Value Mode
- CSV Delimiter
- CSV Encoding
- Pretty Print JSON
Action
Write
- Content Data
- Header Template
- Footer Template
- PDF page format
  Required
- Display Header & Footer
  Required
- Page margins
  Required
- Orientation
  Required
- Show background
- Asyncron processing
  Required
- HTML Template ID
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- Image URLs
  Required
- New Format
- Keep Ratio
  Required
- Image Quality
- Rotation
- Flip
- Flop
- Crop
- Filename
- Watermark
Action
Write
- PDF URLs
  Required
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- File URL
  Required
Action
Write
- PDF file
  Required
Action
Write
- File URL
  Required
- Asyncron processing
  Required
- Filename
Action
Write
- PDF file URL
  Required
- Pages per split
  Required
- Page Range Split
- Asyncron processing
  Required
- Filename
- Password protection
- Encrypt PDF Algorithm
- Encrypt PDF Key
- Encrypt PDF IV
Action
Write
- Text to Convert
- File URL
- Speech Type
  Required
- Voice ID
  Required
- Output Format
  Required
- Target Voice Language
- Asyncron processing
  Required
Action
Write
- File URL
  Required
- File Name
- Font Type
- Watermark Text
- Text Color
- Text Opacity
- Font Size
- Watermark Placement
  Required
- Text Angle
- Horizontal Margin
- Vertical Margin
- Fixed Width
- Page Range
- Watermark Image URL
- Image Angle
- Image Scale
- Image Opacity
- Custom Font URL
Action
Write

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Connect Business Pilot and PDF-app 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 PDF-app 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.

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Related categories

CRM (Customer Relationship Management)

About PDF-app

PDF-app.net is a tool to convert HTML and DOCX to PDF, merge/split PDFs, compress and encrypt PDFs, convert images and extract data from PDFs.