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How Zapier works
Zapier makes it easy to integrate Schedule by Zapier with Catalyst by Cloverly - no code necessary. See how you can get setup in minutes.
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Schedule by Zapier
Schedule by Zapier
1. Choose trigger event
Catalyst by Cloverly
Catalyst by Cloverly
2. Choose action
1. Select the event
Setup
Test
Schedule by Zapier
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Custom Frequency" from Schedule by Zapier.
Add your action
An action happens after the trigger—such as "Create Batch" in Catalyst by Cloverly.
You’re connected!
Zapier seamlessly connects Schedule by Zapier and Catalyst by Cloverly, 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.
Create a new record or update an existing record in your app.
Company Name
Required
Country
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Name
Required
Contact Email
Required
Company
Phone Number
Role
Notes
LinkedIn URL
Time Zone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal Public ID
Required
Deal State
Purchased At
Deal Owner
Notes
Deal Name
Company Public ID
Contact
Customer
Channel Type
Channel Name
Expected Updated At (OCC)
Transaction Mutations (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source Data (JSON)
Required
Path to Data
Required
Include Parent Data
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project Public ID
Required
Image
Required
Slot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Name
Required
Company Public ID
Required
Contact Public ID
Required
Proposal Status
How do you want to add transactions?
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Batch Public ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Deal Public ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project Public ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
User Email
User Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
User Email
Required
User Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Schedule by Zapier and Catalyst by Cloverly with AI agents and code
Beyond Zap workflows. Call Schedule by Zapier and Catalyst by Cloverly actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Schedule by Zapier and Catalyst by Cloverly actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Batch
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
25m
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 Schedule by Zapier and Catalyst by Cloverly 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.
Learn how to automate Schedule by Zapier on the Zapier blog
Make work flow with AI
Level up your Schedule by Zapier to Catalyst by Cloverly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Catalyst by Cloverly is a commerce software that helps carbon credit suppliers manage inventory, pricing, payments, reporting, and multi-channel distribution.