Salesflare Salesflare Integrations

Business Pilot and Salesflare

CRM (Customer Relationship Management) businesspilot.co.uk ↗

How to connect Business Pilot

What you can automate

  • When new Contact in Business Pilot, find or create contact in Salesflare.
  • When new Invoice in Business Pilot, create opportunity, then find or create contact in Salesflare.
  • When new Lead in Business Pilot, find or create contact in Salesflare.
  • When new Purchase Order in Business Pilot, create opportunity, then find or create contact in Salesflare.
  • When new Purchase Order Invoice in Business Pilot, create opportunity, then find or create contact in Salesflare.
  • When new Purchase Order Invoice Query in Business Pilot, create opportunity, then find or create contact in Salesflare.

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.

Business Pilot operations on Zapier

Triggers (22)

Start a workflow when this happens

  • Contract Status Change — Triggers when a contract's status changes.
  • Lead Status Change — Triggers when a lead's status changes.
  • New Contact — Triggers when there's a new contact.
  • New Contract — Triggers when there's a new contract.
  • New Enquiry — Triggers when a new Enquiry is created.
Show 17 more triggers
  • New Invoice — Triggers when a new Invoice is created.
  • New Lead — Triggers when there's a new lead.
  • New Purchase Order — Triggers when a new Purchase Order is created.
  • New Purchase Order Invoice — Triggers when a new Purchase Order Invoice.
  • New Purchase Order Invoice Query — Triggers when a new Purchase Order Invoice Query is created.
  • New Service Call — Triggers when there's a new service call.
  • New Supplier — Triggers when there's a new supplier.
  • Updated Contact — Triggers when there's an updated contact.
  • Updated Contract — Triggers when there's an updated contract.
  • Updated Enquiry — Triggers when an Enquiry is updated.
  • Updated Invoice — Triggers when an Invoice is updated.
  • Updated Lead — Triggers when there's an updated lead.
  • Updated Purchase Order — Triggers when a Purchase Order is updated.
  • Updated Purchase Order Invoice — Triggers when a purchase order invoice is updated.
  • Updated Purchase Order Invoice Query — Triggers when a Purchase Order Invoice Query is updated.
  • Updated Service Call — Triggers when a service call is updated.
  • Updated Supplier — Triggers when there's an updated supplier.

Actions (26)

Things Salesflare can make it do

  • Create Contact — Creates a Contact in the system.
  • Create Contact Note — Creates a Contact Note in the system.
  • Create Contract Note — Creates a Contract Note in the system.
  • Create Enquiry — Creates an Enquiry in the system.
  • Create Lead — Creates a lead.
Show 21 more actions
  • Create Lead Document — Creates a Lead Document in the system
  • Create Lead Image — Attaches an image to a Lead in the system
  • Create Lead Note — Create a Lead Note in the system.
  • Create Lead Quote — Creates a Lead Quote in the system
  • Create Lead and Contact — Creates a lead and contact.
  • Create Purchase Order — Creates a purchase order against a contract and supplier, with its line items.
  • Create Purchase Order Invoice — Creates a Purchase Order Invoice in the system
  • Create Purchase Order Invoice Document — Uploads a document to a Purchase Order Invoice
  • Create Purchase Order Line — Used to add a purchase order line to an existing purchase order
  • Modify Lead Quote — Modifies an existing Lead Quote in the system.
  • Modify Purchase Order Line — Modifies an existing Purchase Order Line
  • Record Purchase Order Delivery — Records what was received against a purchase order, in full or in part, as the Deliveries tab does.
  • Toggle Contact Marketing Preference — Toggle a marketing preference for a contact
  • Toggle Contact Marketing Preference by Email Address — Toggle a contact's marketing preference by email
  • Toggle Enquiry Marketing Preference — Toggle a marketing preference for an enquiry
  • Toggle Enquiry Marketing Preference by Email Address — Toggle an enquiry's marketing preference by email
  • Update Contact Marketing Preferences — Update the marketing preferences for a contact
  • Update Contact Marketing Preferences by Email Address — Update a contact's marketing preference types by email
  • Update Enquiry Marketing Preferences — Update enquiry marketing preferences
  • Update Enquiry Marketing Preferences by Email Address — Update the marketing preferences for an enquiry.
  • Update Purchase Order — Update a purchase order with estimated/confirmed dates and reference

Searches (77)

Look up existing records

  • Find All Branches — Find all branches in the system (using item lists)
  • Find All Contact Types — Find all contact types in the system (using item lists)
  • Find All Contacts — Finds all Contacts in the system (using item lists)
  • Find All Contracts — Finds all Contracts in the system (using item lists)
  • Find All Document Types — Finds all Document Types in the system (using item lists)
Show 72 more searches
  • Find All Enquiries — Finds all Enquiries in the system (using item lists)
  • Find All Image Types — Finds all Image Types in the system (using item lists)
  • Find All Invoices — Finds all Invoices (using item lists)
  • Find All Lead Sources — List all lead sources (using item lists)
  • Find All Lead Types — Find all lead types in the system (using item lists)
  • Find All Leads — Finds all Leads in the system (using item lists)
  • Find All Product Interests — Find all product interests (using item lists)
  • Find All Product Types — Find all product types (using item lists)
  • Find All Project Types — Find all project types (using item lists)
  • Find All Purchase Order Invoice Queries — Finds all Purchase Order Invoice Queries (using item lists)
  • Find All Purchase Order Invoices — Find all purchase order invoices (using item lists).
  • Find All Purchase Orders — Find all purchase orders (using item lists)
  • Find All Sales Areas — Find all sales areas (using item lists)
  • Find All Service Calls — Finds all Service Calls in the system (using item lists)
  • Find Appointment Locations — Finds Appointment Locations in the system
  • Find Appointment Types — Finds Appointment Types in the system
  • Find Appointments — Finds Appointments in the system
  • Find Job Costs — Finds Job Costs in the system (using item lists)
  • Find Lead Appointments — Finds all appointments linked to a specific lead
  • Find Lead Source Targets — Finds Lead Source Targets in the system (using item lists)
  • Find Lead Sub Sources — Finds lead sub sources for a given lead source.
  • Find My Appointments — Finds appointments belonging to the authenticated user
  • Find My Contacts — Finds contacts associated with the authenticated API user (using item lists)
  • Find My Contracts — Finds contracts associated with the authenticated API user (using item lists)
  • Find My Leads — Finds leads associated with the authenticated API user (using item lists)
  • Find My Service Calls — Finds service calls associated with the authenticated API user (using item lists)
  • Find My Suppliers — Finds suppliers associated with the authenticated API user (using item lists)
  • Find Nominal Codes — Finds Nominal Codes in the system (using item lists)
  • Find Pipelines — Finds pipelines in the system
  • Find Purchase Order Lines — Finds Purchase Order Lines in the system (using item lists)
  • Find Roles — Find all roles in the system
  • Find Sales People — Finds sales people in the system
  • Find Sales Person Targets — Finds Sales Person Targets in the system (using item lists)
  • Find Sales Years — Finds Sales Years in the system (using item lists)
  • Find Service Call Appointments — Finds all appointments linked to a specific service call
  • Find Suppliers — List all suppliers in system
  • Find Surveyors — Finds surveyors in the system
  • Find User Roles — Find all roles in the system
  • Find Users — Find all users in the system
  • Find VAT Codes — Finds VAT Codes in the system (using item lists)
  • Find a Branch — Finds a branch in the system
  • Find a Contact — Finds a Contact in the system
  • Find a Contact Type — Finds a contact type in the system
  • Find a Contract — Find a Contract in the system
  • Find a Document Type — Finds a document type in the system
  • Find a Job Cost — Find a Job Cost in the system
  • Find a Lead — Find a Lead in the system
  • Find a Lead Source — Find a lead source in the system
  • Find a Lead Sub Source — Find a lead sub source in the system
  • Find a Lead Type — Finds a lead type in the system
  • Find a Nominal Code — Find a Nominal Code in the system
  • Find a Pipeline — Finds a pipeline in the system
  • Find a Product Interest — Find a product interest in the system
  • Find a Product Type — Find a product type in the system
  • Find a Project Type — Find a project type in the system
  • Find a Purchase Order — Finds a Purchase Order in the system
  • Find a Purchase Order Invoice — Find a Purchase Order Invoice in the system.
  • Find a Purchase Order Invoice Query — Find a Purchase Order Invoice Query in the system
  • Find a Purchase Order Line — Find a Purchase Order Line in the system
  • Find a Sales Area — Finds a sales area in the system
  • Find a Sales Person — Finds a sales person in the system
  • Find a Service Call — Find a Service Call in the system
  • Find a Supplier — Finds a Supplier in the system
  • Find a Surveyor — Finds a surveyor in the system
  • Find a User — Find a User in the system
  • Find a User Role — Find a User Role in the system
  • Find a VAT Code — Find a VAT Code in the system
  • Find an Appointment Location — Finds a single Appointment Location in the system
  • Find an Appointment Type — Finds a single Appointment Type in the system
  • Find an Enquiry — Finds an Enquiry in the system
  • Find an Image Type — Finds an image type in the system
  • Find an Invoice — Finds an Invoice in the system.

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