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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 "Create Coupon" in WooCommerce.
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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.
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 app- Contact 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 app- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract 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 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Show For Web
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Active
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Active
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Active
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier Name
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
ActionThis is an event a Zap performs.SearchFind existing data in your app- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone Number
- Is Archived?
- Is Converted?
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Invoice Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service 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 app- Create Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Coupon
Finds a Coupon by searching.
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 - Find or Create Order Note
Finds an Order Note by searching.
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 - Find or Create Product
Finds a Product or Variation by searching.
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 - Find or Create Subscription
Finds a Subscription by searching.
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
- 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 app- Name
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- 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 app- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ShowForWeb
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 app- Role Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract 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 app- Name
- Active
- Email
- Roles
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Id
- Invoice Number
- Invoice Type
- Contract Id
- Contract Number
- Contract Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order Id
- Purchase Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase 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 app- Update Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update User Membership
Updates an existing User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Customer
Finds a Customer by searching.
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 - Find or Create Order
Finds an Order by searching.
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 - Find or Create Subscription Note
Finds a Subscription Note by searching.
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 - Find or Create User Membership
Finds a User Membership by searching.
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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