Business Pilot + Email by Zapier

Send outbound emails for new Business Pilot enquiries with Email by Zapier

Streamline your work process with this workflow that seamlessly integrates your Business Pilot app with Email by Zapier. Once an enquiry is made on Business Pilot, this workflow immediately dispatches an outbound email, improving your response time and efficiency. Facilitate better communication and enjoy a smoother business operation with this system.

When this happens...
New Enquiry
Triggers when a new Enquiry is created.
TriggerInstant
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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Supported triggers and actions

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 IdRequired
- Note TextRequired
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 IdRequired
- Note TextRequired
Action
Write
- Purchase Order Id
- Purchase Order Number
- ItemRequired
- QuantityRequired
- Net ValueRequired
Action
Write
- Email AddressRequired
- Allowed Marketing TypesRequired
Action
Write
- Email AddressRequired
- Marketing PreferencesRequired
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
- Setup Directions
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
- Contract IdRequired
- Note TextRequired
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
- IdRequired
- Allowed Marketing TypesRequired
Action
Write
- IdRequired
- Allowed Marketing TypesRequired
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
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
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.

Related categories

CRM (Customer Relationship Management)

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Business Pilot + Email by Zapier

Send outbound emails for new Business Pilot enquiries with Email by Zapier

New Contact

New Enquiry

New Lead

New Purchase Order Invoice

New Service Call

Updated Contact

Updated Enquiry

Updated Lead

Updated Purchase Order Invoice

Updated Service Call

Create Contact Note

Create Enquiry

Create Lead Note

Create Purchase Order Line

Update Contact Marketing Preferences by Email Address

Update Enquiry Marketing Preferences by Email Address

Find All Contacts

Find a Contact

Find All Contact Types

Find a Contract

Find All Invoices

Find All Lead Sources

Find All Lead Types

Find All Product Types

Find All Purchase Orders

Find All Purchase Order Invoice Queries

Find All Sales Areas

Find Suppliers

Find an Enquiry

Find a Lead

Find a Purchase Order Invoice

Find a Service Call

New Read Receipt

New Contract

New Invoice

New Purchase Order

New Purchase Order Invoice Query

New Supplier

Updated Contract

Updated Invoice

Updated Purchase Order

Updated Purchase Order Invoice Query

Updated Supplier

Create Contract Note

Create Lead Document

Create Lead Quote

Update Contact Marketing Preferences

Update Enquiry Marketing Preferences

Update Purchase Order

Find All Document Types

Find a Contact Type

Find All Contracts

Find All Enquiries

Find All Leads

Find a Lead Type

Find All Product Interests

Find All Project Types

Find All Purchase Order Invoices

Find Roles

Find All Service Calls

Find Users

Find an Invoice

Find a Purchase Order

Find a Purchase Order Invoice Query

New Inbound Email

Send Outbound Email

About Business Pilot

Related categories

About Email by Zapier

Related categories