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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 "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects Business Pilot and Sage Accounting, 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
Try It
New Purchase Order Invoice
Triggers when a new Purchase Order Invoice.
Trigger
Instant
Try It
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
- 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
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or 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
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Business Pilot and Sage Accounting 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 Sage Accounting 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 Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.