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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Response" from BoloForms.

Add your action

An action happens after the trigger—such as "Create Contact Note" in Business Pilot.

You’re connected!

Zapier seamlessly connects BoloForms and Business Pilot, 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.

- Choose Your Form Name
  Required
Trigger
Instant
Try It
- Choose your template
  Required
Trigger
Instant
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- Chooose Your Form
  Required
- Send To
  Required
- Mail Subject
- Add a Message
- Sender Name
Action
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
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New Purchase Order Invoice Query
Triggers when a new Purchase Order Invoice Query is created.
Trigger
Instant
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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
- Marketing Preferences
Action
Write
- Id
  Required
- Marketing Preferences
Action
Write
- Purchase Order Id
- Purchase Order Number
- Estimated Delivery Date
- Confirmed Delivery Date
- Supplier Reference
Action
Write
- Name
- Active?
Action
Search
- Name
Action
Search
- Name
- Status
- Pipeline
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
- Contract Type
- Sales Person
- Current Owner
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone
- Is Archived?
- Is Converted?
- Added Before
- Added After
- Date Updated Before
- Updated After
Action
Search
- Name
- Status
- Pipeline
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
- Lead Type
- Sales Person
Action
Search
- Name
Action
Search
- Name
- Show For Web
Action
Search
- Name
Action
Search
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Supplier Id
- Supplier Name
- Added Before
- Added After
- Updated Before
- Updated After
Action
Search
- Role Name
Action
Search
- Contract Name
- Contract Number
- Status
- Service Call Type
- Added Before
- Added After
Action
Search
- Name
- Active?
- Email
- Roles
Action
Search
- Invoice Id
- Invoice Number
- Invoice Type
- Contract Id
  Required
- 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

- Choose PDF signature document
  Required
Trigger
Instant
Try It
- Choose your template
  Required
Action
Write
New Contact
Triggers when there's a new contact.
Trigger
Instant
Try It
New Enquiry
Triggers when a new Enquiry is created.
Trigger
Instant
Try It
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
Try It
Updated Contact
Triggers when there's an updated contact.
Trigger
Instant
Try It
Updated Enquiry
Triggers when an Enquiry is updated.
Trigger
Instant
Try It
Updated Lead
Triggers when there's an updated lead.
Trigger
Instant
Try It
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
- Note Text
  Required
Action
Write
- Purchase Order Id
- Purchase Order Number
- Item
  Required
- Quantity
  Required
- Net Value
  Required
Action
Write
- Email
- Marketing Preferences
Action
Write
- Email
- Marketing Preferences
Action
Write
- Name
- Added Before
- Added After
- Updated Before
- Updated After
- Contact Type
- Show Only Trade
- Show Only Retail
Action
Search
- Contact Id
  Required
- Contact Number
- First Name
- Last Name
- Company Name
- Email
- Address Line 1
- Postal Code
- Phone
- Contact Type
Action
Search
- Name
Action
Search
- Contract Id
  Required
- 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
  Required
- Contract Number
- Contract Name
- Added Before
- Added After
- Date Updated Before
- 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
  Required
- Contract Name
- Supplier Id
- Supplier Name
- Added Before
- Added After
- Updated Before
- Updated After
Action
Search
- Purchase Order Invoice Query Id
- Purchase Order Invoice Id
- Purchase Order Id
- Purchase Order Number
- Supplier Id
- Supplier Name
- Added Before
- Added After
- Date Updated Before
- Updated After
Action
Search
- Name
- Active?
Action
Search
- Name
- Added Before
- Added After
- Show Only Trade
- Show Only Retail
Action
Search
- Enquiry Id
- Enquiry Name
- Postal Code
- Email
- Phone
- 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
  Required
- Contract Number
- Contract Name
- Service Call Type
- Status
Action
Search

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BoloForms and Business Pilot 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 BoloForms to Business Pilot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BoloForms

BoloForms helps you streamline Your Document Workflow

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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.