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Zapier makes it easy to integrate Business Pilot with Creatomate - no code necessary. See how you can get setup in minutes.
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Business Pilot
Business Pilot
1. Choose trigger event
Creatomate
Creatomate
2. Choose action
1. Select the event
Setup
Test
Business Pilot
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 "Create Single Render" in Creatomate.
You’re connected!
Zapier seamlessly connects Business Pilot and Creatomate, 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.
Create 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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead Id
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase Order Id
Purchase Order Number
Item
Required
Quantity
Required
Net Value
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase Order Line Id
Required
Item
Quantity
Net Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Marketing Preference
Required
Allowed?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Marketing Preference
Required
Allowed?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Allowed Marketing Types
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Marketing Preferences
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Added Before
Added After
Updated Before
DateUpdateBefore
Updated After
Contact Type
Show Only Trade
Show Only Retail
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner (User) Id
Lead Id
Contract Id
Service Call Id
Appointment Type Id
Date From
Date To
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Status
Pipeline
Date Added Before
Date Added After
Show Only Trade
Show Only Retail
Contract Type
Sales Person
Current Owner
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
Name
Status
Pipeline
Date Added Before
Date Added After
Show Only Trade
Show Only Retail
Lead Type
Sales Person
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead Source Id
Month
Year
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Lead Source ID
Lead Source Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Contact Type
Show Only Trade?
Show Only Retail?
Date Added Before
Date Added After
Date Updated Before
Date Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
Role Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
First Name
Last Name
Full Name
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Service Call Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
First Name
Last Name
Full Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active
Email
Roles
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Active?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Appointment Type Id
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice Id
Invoice Number
Invoice Type
Contract Id
Contract Number
Contract Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead Id
Lead Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Lead Type
Sales Person
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase Order Id
Purchase Order Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase Order Invoice Query Id
Purchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Query Reference
Action
This is an event a Zap performs.
Search
Find existing data in your app
Service Call Id
Contract Id
Contract Number
Contract Name
service Call Type
service Call Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Business Pilot and Creatomate with AI agents and code
Beyond Zap workflows. Call Business Pilot and Creatomate 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 Creatomate actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contact
Create Single Render
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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
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 Creatomate 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 Creatomate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Business Pilot is a cloud-based fitting or installation company ERP / CRM system providing tools to manage your business with focus on driving profits.
