Business Pilot + Microsoft Outlook

Send emails in Microsoft Outlook for new enquiries in Business Pilot

Efficiently manage your business enquiries with this streamlined workflow. Whenever a new enquiry comes in via Business Pilot, an email is instantly sent through Microsoft Outlook. This smooth, continuous process ensures immediate follow-ups without the need for manual intervention, aiding in quicker response times and enhanced client satisfaction.

When this happens...
New EnquiryTriggers when a new Enquiry is created.
TriggerInstant
automatically do this!
Send EmailSend an email from your Outlook account.
ActionWrite

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More things you can do with Business Pilot and Microsoft Outlook

Discover other triggers and actions you can use with Business Pilot and Microsoft Outlook

Contract Status Change
Triggers when a contract's status changes.
Trigger
Instant
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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
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
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution list
  Required
- User email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
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
- UTM
- GCLID
- Referral URL
- 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
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Mailbox
  Required
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email ID
  Required
- 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
Action
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Recipients
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- 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
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar

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