Triggers are the initiators of Zaps.
Typically these are ones which periodically check for new/updated records and for each record they find perform your associated action(s).
Depending on your plan, triggers can take up to 30 minutes to find a new or updated item so they aren’t instantaneous, but will find any new/updated items since your last run.
Below is a list of triggers currently available from Business Pilot. We do plan to add more over time based on feedback.
Fires each time a new Purchase Order is found.
Returns the details of the Purchase Order held in BP.
Can be used for example to push a Purchase Order’s details or value into an external platform, e.g. manufacturing software.
Fires each time a Purchase Order is updated.
Returns the details of the Purchase Order held in BP.
Can be used to push updates to a Purchase Order into an external platform, e.g. pricing platform
Fires each time a new Purchase Order Invoice is found.
Returns the details of the Purchase Order Invoice held in BP.
Can be used for example to push a Purchase Order Invoice’s details or value into an external platform, e.g. an accounting platform.
Fires each time a Purchase Order Invoice is updated.
Returns the details of the Purchase Order Invoice held in BP.
Can be used to push updates to a Purchase Order Invoice into an external platform, e.g. an accounting platform
Fires each time a new Purchase Order Invoice Query is found.
Returns the details of the Purchase Order Invoice Query held in BP.
Can be used for example to push a Purchase Order Invoice Query’s details or value into an external platform or send in an email.
Fires each time a Purchase Order Invoice Query is updated.
Returns the details of the Purchase Order Invoice Query held in BP.
Can be used to push updates to a Purchase Order Invoice Query into an external platform or send in an email.
Fires each time a new Invoice is found.
Returns the details of the Invoice held in BP.
Can be used for example to push Invoice details or value into an external platform, e.g. accounting platform.
Fires each time a Invoice is updated.
Returns the details of the Invoice held in BP.
Can be used to push updates to a Invoice into an external platform, e.g. accounting platform
Actions are what happens after your Zap is triggered.
Below is a list of Actions currently available from Business Pilot. We have split them into ‘Search Actions’ and ‘Create/Update Actions’.
As you might expect, the Search Actions will find something within the Business Pilot system – such as an enquiry or contact. Create/Update Actions will add something new or update the existing data – for example, creating a new enquiry, or updating a Contact’s Marketing Preferences.
Again, we plan to add more actions over time based on feedback from users.
All search actions require a trigger to initiate from another system.
With the information you receive from the trigger you can pass a single item to the following actions.
Allows you to search for a specific enquiry.
You can search by enquiry ID, enquiry name, postal code, email, phone number, whether it has converted or whether it has been archived.
This search will only return one result.
Example use case is when you need to create an enquiry you can use this Zap to check whether the details provided match an existing enquiry
Allows you to find a list of enquiries.
You can filter the results by enquiry ID, enquiry name, postal code, email, phone number, whether it has converted or whether it has been archived, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – click here for more information
Allows you to search for specific contact.
You can search by contact ID, contact number, first name, last name, company name, email, address line 1, postal code, phone number and contact type.
This search will only return one result.
Typically this is used to check whether a contact exists or not.
Note that this Zap will only return contacts and excludes suppliers.
Allows you to find a list of contacts.
You can filter the results by contact name, whether the contact is retail or trade, contact type, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – Click here for more information
Allows you to search for specific supplier.
You can search by contact/supplier ID, contact/supplier number, first name, last name, company name, email, address line 1, postal code and phone number.
This search will only return one result.
Typically this is used to check whether a contact exists or not.
Note that this Zap will only return contacts and excludes suppliers.
Allows you to find a list of suppliers.
You can filter the results by contact/supplier name, whether the supplier is retail or trade, contact type, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – click here for more information
Allows you to search for specific lead.
You can search by lead ID, lead number, first name, last name, company name, email, address line 1, postal code, phone number, lead type and sales person.
This search will only return one result.
Typically this is used to check whether a lead exists or not.
Allows you to find a list of leads.
You can filter the results by lead name, lead status, lead pipeline, whether the lead is retail or trade, lead type, sales person, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – click here for more information – click here for more information
Allows you to search for specific contract.
You can search by contract ID, contract number, first name, last name, company name, email, address line 1, postal code, phone number and contract type.
This search will only return one result.
Typically this is used to check whether a contract exists or not.
Allows you to find a list of contracts.
You can filter the results by contract name, contract status, contract pipeline, whether the contract is retail or trade, contract type, sales person, current owner, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – click here for more information.
Allows you to search for specific Purchase Order.
You can search by purchase order ID or Purchase Order number.
This search will only return one result.
Typically this is used to check whether a Purchase Order exists or not.
Allows you to find a list of purchase orders.
You can filter the results by purchase order ID, purchase order number, contract ID, contract name, supplier ID, supplier name, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – find out more here.
Allows you to search for specific purchase order invoice.
You can search by purchase order invoice ID, purchase order ID, purchase order number or invoice reference.
This search will only return one result.
Typically this is used to check whether a purchase order invoice exists or not.
Allows you to find a list of purchase order invoices.
You can filter the results by purchase order invoice ID, purchase order ID, purchase order number, supplier ID, supplier name, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items – see more information here.
Allows you to search for specific purchase order invoice query.
You can search by purchase order invoice query ID, purchase order invoice ID, purchase order ID, purchase order number or query reference.
This search will only return one result.
Typically this is used to check whether a purchase order invoice query exists or not.
Allows you to find a list of purchase order invoice queries.
You can filter the results by purchase order invoice query ID, purchase order invoice ID, purchase order ID, purchase order number, supplier ID, supplier name, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items.
Allows you to search for specific invoice.
You can search by invoice ID, invoice number, invoice type, contract ID, contract number and contract name.
This search will only return one result.
Typically this is used to check whether an invoice exists or not.
Allows you to find a list of invoices.
You can filter the results by invoice ID, invoice number, invoice type, contract ID, contract number, contract name, the date it was added before or after and the date it was updated before or after.
This will return what Zapier terms line items.
All create or update actions require a trigger to initiate from another system.
With the information you receive from the trigger you can pass a single item to the following actions.
Allows you to pass in details from an external source and create a new enquiry.
If you receive an unsubscribe from a contact in an external marketing platform and you have stored the ID of the BP enquiry you can use this action to update the enquiry’s marketing preferences.
If you receive an unsubscribe from a contact in an external marketing platform you can pass through the email address and use this action to update the enquiry’s marketing preferences.
If you receive an unsubscribe from a contact in an external marketing platform you can pass through the email address and use this action to update the contact’s marketing preferences.
This action allows you to create a contact note.
You must supply the ID of the contact and the note.
This should be paired with the Find A Contact method to find an existing contact and return its ID and if found, then pass the ID and the note through.
This can be used for example to record a note from an external system, e.g. VOIP or contact center.
This action allows you to create a lead note.
You must supply the ID of the lead and the note.
This should be paired with the Find A Lead method to find an existing lead and return its ID and if found, then pass the ID and the note through.
This can be used for example to record a note from an external system, e.g. VOIP or contact centre.
This action allows you to create a contract note.
You must supply the ID of the contract and the note. This should be paired with the Find A Contract method to find an existing contract and return its ID and if found, then pass the ID and the note through.
This can be used for example to record a note from an external system, e.g. VOIP or contact centre.
© Business Pilot (CRM) Ltd
