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BSI Zapier integrationAutomate BSI with Zapier.

The BSI Zapier integration gives you 4 triggers and 4 actions, with no search step. All four triggers are checked on a timer, and every operation asks for the same required URL field. Here is what each one does and what it costs you.

See the 8 operations

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Overview

What the BSI Zapier integration actually does

BSI is a CRM with marketing automation built in: it holds customers, leads, communications and tasks in one place. The Zapier integration lets other tools react when one of those records is ready in BSI, and lets a Zap create the same four kinds of records for you, without code.

The integration is symmetrical, which makes it easy to read. Each record type has a trigger and an action: New Lead and Create Lead, New Customer and Create Customer, New Communication and Create Communication, New Task and Create Task.

Three results come up most. Leads that land in the CRM: Create Lead files a lead against a customer from whatever form or tool captured it. Work that gets assigned: Create Task turns an event into a task, flagged high priority when it matters. A history that stays complete: Create Communication logs an exchange on the customer's record.

Two limits to know first. All four triggers are polling triggers, checked every 15 minutes on the free plan. And there is no search step, so a Zap cannot look up a customer by name or email; the customer identification has to come from an earlier step. No action updates or deletes either. The BSI Make integration covers the same app on Make.

Vocabulary

Zapier vocabulary in one minute

Eight words carry the page. Each one is explained once, here, then used without a reminder.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The BSI event that starts the Zap, like a new customer being ready. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: here, the step that creates a lead, a customer, a communication or a task.
Task
The unit Zapier bills: one action that completes successfully. Not to be confused with a BSI task record.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items and keeping what it has not seen. All four here.
Instant trigger
A trigger the app reports itself, the moment the event happens. BSI has none, so each Zap waits for a check.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter or a second action makes one, and it then needs a paid plan.
Cost

What it really costs you

BSI is not a premium app, so it runs from the free plan. Zapier bills in tasks, and only completed actions are counted.

  • Free plan100 tasks a month
  • Free plan ZapsTwo steps: one trigger, one action
  • BSI triggersAll polling
  • Premium appNo

The trigger never costs a task, and neither do Zapier's checks on BSI, however often they run. Each action that succeeds counts once: a Zap that creates a task and logs a communication uses two tasks per run. A failed action is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, limited to two steps and checked every 15 minutes. Add a filter, for example to act only on some leads, and the Zap needs a paid plan.

Connect

Connect your BSI account to Zapier

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your BSI account linked once, then reused by every step that touches BSI.

  2. 02

    Find BSI

    Type BSI in the search box of the dialog, select it, then click Add connection. You need an existing BSI account, with access to the customers and records you do not own yourself.

  3. 03

    Sign in and grant access

    Sign in to BSI in the tab that opens and grant Zapier access to the account. Every BSI step in your Zaps can then reuse that same single BSI connection.

First Zap

Your first Zap: a high-priority task for the leads that matter

GoalWhen a lead is ready in BSI and meets your condition, Zapier creates a high-priority follow-up task on the same customer.

  1. 01

    Build: pick the trigger

    Create a Zap, choose BSI, then New Lead. Fill the required URL (Entwurf/Live) field with the value your BSI account uses.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the connected account, so you map the next steps on a real lead rather than a blank sample.

  3. 03

    Add the filter

    Add a Filter from the plus icon: the field to check, the rule, the value. A text rule for text, or the filter never passes. This makes the Zap multi-step, on a paid plan.

  4. 04

    Add Create Task, then publish

    Add Create Task, the same URL, and the customer identification from the trigger. Tick High priority. Test the step, then Publish.

Triggers

BSI triggers on Zapier

4 events start a Zap when something happens in BSI. Zapier checks for them at the interval your plan allows.

1

New Lead

Polling trigger

In Zapier“Triggers when a new Lead is ready”

Starts a Zap when a new lead is ready in BSI. It is the hand-off point between the marketing side of BSI and whoever works the opportunity next.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an insurance broker sends each new lead to the adviser's calendar tool so nobody forgets the first call.
Watch out
the URL (Entwurf/Live) field is required; have its value ready before you set the trigger.
2

New Communication

Polling trigger

In Zapier“Triggers when a new communication is ready”

Fires when a new communication is ready, the record of an exchange with a customer. Other tools can follow the conversation history without opening the CRM.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a bank branch manager wants each logged exchange copied to a shared channel for the advisers.
Watch out
Create Communication on the same account starts it again, so never chain the two.
3

New Customer

Polling trigger

In Zapier“Triggers when a new customer from BSI is ready.”

Runs when a new customer from BSI is ready. It suits anything that should happen once per account: a welcome, an onboarding task, a record in another system.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a utility provider opens an onboarding task for each new household account.
Watch out
customers created by your own Zap with Create Customer also start it, which can loop.
4

New Task

Polling trigger

In Zapier“Triggers when a new Task is ready”

Triggers when a new task is ready in BSI. Your team's to-do list in the CRM can feed the tools people actually check during the day.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a sales team pushes each BSI task to the project tool where reps plan their week.
Watch out
a Zap that answers New Task with Create Task creates a task, which is a new task, and starts again.
Actions

BSI actions on Zapier

BSI gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Lead

Action

In Zapier“Create a new lead”

Files a new lead in BSI. Beside the URL, it needs the customer identification, so the lead hangs on an existing customer.

When to use it
turning a webinar sign-up into a lead on a known customer.
Watch out
without a search step, that identification must come from an earlier step.
2

Create Communication

Action

In Zapier“Creates a new communication”

Logs a communication on a customer's record. The URL and the customer identification are required, which ties the exchange to the right account.

When to use it
keeping a trace in BSI of each support ticket answered in your helpdesk.
3

Create Customer

Action

In Zapier“Creates a new customer”

Adds a new customer to BSI. Only the URL (Entwurf/Live) field is required, which makes it the easiest BSI action to set up.

When to use it
creating the customer record as soon as a contract is signed in your e-signature tool.
4

Create Task

Action

In Zapier“Creates a new task”

Creates a task linked to a customer. URL and customer identification are required; High priority is optional and flags the urgent ones.

When to use it
assigning a callback each time a quote request arrives from your website, so nobody forgets to call back.
When it breaks

When a BSI Zap breaks

Zapier attaches no help article to BSI and the source lists no limit specific to the app. What breaks is what breaks on any Zap.

  • Existing customers never come through

    A Zap only reacts to what happens after you switch it on. Customers, leads and tasks already in BSI stay out; moving that backlog is a separate job.

  • A Zap that keeps setting itself off

    New Task feeding Create Task, or New Customer feeding Create Customer: each created record is new, the trigger picks it up and your task count drains.

  • A bulk import held back

    Import a large customer file in one go and a trigger suddenly returns a huge batch. Zapier's flood protection can hold that batch back.

  • The same record will not run twice

    On a polling trigger, Zapier remembers what it has already seen. A lead it picked up once does not start the Zap a second time.
Need help

Need help automating BSI with Zapier?

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FAQ

BSI Zapier integration: questions

01Is the BSI Zapier integration free?
Yes. BSI is not a premium app, so it works on the free Zapier plan. That plan gives you 100 tasks a month and unlimited Zaps, but each Zap stays at two steps: one trigger and one action. As soon as you add a filter, for example to act only on some leads, or a second action, the Zap becomes multi-step and needs a paid plan. A simple Zap such as New Customer to Create Task stays free within the monthly allowance.
02How many tasks does a BSI Zap use?
One Zapier task per action that succeeds, nothing for the trigger, and nothing for Zapier's checks on BSI. A Zap from New Customer to Create Task costs one Zapier task per new customer, whatever the BSI task looks like. Add Create Communication behind it and each customer costs two. An action that fails is not counted. Count the records you expect in a month, multiply by the number of actions, and compare the result with your plan's allowance.
03Is BSI on Zapier real time?
No. All four BSI triggers are polling triggers: Zapier goes to BSI at a set interval and picks up what is new. The interval depends on your plan: every 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. On paid plans you can also run a check by hand from the editor. If a new lead must reach a salesperson within a couple of minutes, the free plan will feel slow.
04What do you need to connect BSI to Zapier?
A BSI account, plus access to any customers and records you do not own but want the Zap to touch. In Zapier, open Apps, click + Add connection, search for BSI, then click Add connection. Sign in to BSI in the tab that opens and grant Zapier access. That connection is then reused by every BSI step, and each step will still ask for the URL (Entwurf/Live) field, so keep that address at hand.
05What is the URL (Entwurf/Live) field in BSI steps?
It is a required field present on every BSI trigger and action, and the label is BSI's own, half in German. Zapier's listing shows that label and nothing more: it does not explain what value goes in. Ask whoever set up your BSI account which value to use before you build the Zap, then fill it in each BSI step, since the step will not run without it. Test the trigger once it is filled, so you can see a real record come back.
06What if the BSI operation you need is not there?
Then the integration does not do it today. There is no search step, so a Zap cannot find a customer by name or email, and no action updates or deletes a record. Create Lead, Create Communication and Create Task all need the customer identification, which must come from an earlier step, typically New Customer. If that does not cover your process, a Zapier agency can tell you whether another route fills the gap.
07Zapier, Make or n8n for BSI?
It depends on your criteria, not on a ranking. On Zapier, BSI gives you four polling triggers and four actions, billed per successful action, in an editor built for quick setups. The useful criteria are whether these eight operations cover your process, whether a check every 15 minutes on the free plan is fast enough for your leads, and which tool your team already uses. This page says nothing about how Make or n8n handle BSI: check their own operation lists before you choose.
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