Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Schedule by Zapier with Octave - no code necessary. See how you can get setup in minutes.
100%
Help
Schedule by Zapier
Schedule by Zapier
1. Choose trigger event
Octave
Octave
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 "Build Workspace" in Octave.
You’re connected!
Zapier seamlessly connects Schedule by Zapier and Octave, 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.
Name
Required
Description
Required
Type
Required
Model
Product
Playbook
Persona OIds (comma-separated)
Use Case OIds (comma-separated)
Segment OIds (comma-separated)
Competitor OIds (comma-separated)
Reference OIds (comma-separated)
Proof Point OIds (comma-separated)
Enable Brand Voice
Enable Web Search
Web Search Instructions
Enable CRM Activity
CRM Activity Instructions
Enable High-Effort Mode
Sequence Settings (JSON, EMAIL agents only)
Step Patches (JSON, EMAIL agents only)
Call Prep Methodology
Instructions (CONTENT agents)
Examples (JSON Array, CONTENT agents)
Output Format (CONTENT agents)
JSON Schema Instructions
Full data passthrough (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enrich Company Agent
Required
Company Domain
Required
Company Name
Runtime Context (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content Agent
Required
Experiment OId
URL
LinkedIn Profile URL
Email
First Name
Job Title
Company Domain
Company Name
Runtime Context (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Qualify Person Agent
Required
LinkedIn Profile URL
First Name
Email
Job Title
Company Domain
Company Name
Runtime Context (JSON)
Additional Inputs (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Prospector Agent
Required
Company Domain
Limit
Minimal Response
Playbook
Personas
Fuzzy Titles
Exact Titles
Exclude Titles
Country Filters
Country Exclude Filters
Location Filters
Location Exclude Filters
Additional Inputs (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Agent OId
Required
Name
Description
Model
Product
Playbook
Persona OIds (comma-separated)
Use Case OIds (comma-separated)
Segment OIds (comma-separated)
Competitor OIds (comma-separated)
Reference OIds (comma-separated)
Proof Point OIds (comma-separated)
Sequence Settings (JSON)
Step Patches (JSON)
Full data passthrough (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Request ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Description
Required
Essence
Personality (JSON)
Tonality (JSON)
Vocabulary (JSON)
Writing Rules (JSON)
Audience Considerations (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand Voice OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Internal Name
Description
Why This Creates Urgency (JSON Array)
Who Feels This Most (JSON Array)
What's the Cost of Inaction (JSON Array)
How We Help in This Moment (JSON Array)
Custom Fields (JSON Array)
Primary Offering
Linking Strategy
Product OIds (JSON Array, for SPECIFIC)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Buying Triggers (JSON Array)
Required
Primary Offering
Brand Voice
Linking Strategy
Product OIds (JSON Array, for SPECIFIC)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Primary Offering
Description
Internal Name
Business Model (JSON Array)
Comparative Strengths (JSON Array)
Comparative Weaknesses (JSON Array)
Key Differentiators (JSON Array)
Reasons We Win (JSON Array)
Customers We Won (JSON Array)
Customers We Switched (JSON Array)
Custom Fields (JSON Array)
Linking Strategy
Product OIds (JSON Array, required for SPECIFIC mode)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Competitors (JSON Array)
Required
Linking Strategy
Product OIds (JSON Array, for SPECIFIC mode)
Primary Offering OId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Agent Type
Required
Run Strategy
Required
Agent OIds (comma-separated)
Required
Weights (JSON Array, required for WEIGHTED strategy)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Persona OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Persona OId
Required
Name
Description
Internal Name
Common Job Titles (JSON Array)
Key Concerns (JSON Array)
Key Objectives (JSON Array)
Pain Points (JSON Array)
Primary Responsibilities (JSON Array)
Why They Matter To Us (JSON Array)
Why We Matter To Them (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Playbook OId
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Type
Description
Summary
Internal Name
Primary URL
Capabilities (JSON Array)
Challenges Addressed (JSON Array)
Customer Benefits (JSON Array)
Differentiated Value (JSON Array)
Status Quo (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Products (JSON Array)
Required
Status Quo Input
Differentiated Value Input
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Type
Required
Primary Offering
Description
Internal Name
How We Talk About This (JSON Array)
Why This Matters (JSON Array)
Custom Fields (JSON Array)
Linking Strategy
Product OIds (JSON Array, required for SPECIFIC mode)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ProofPoint OId
Required
Name
Type
Description
Internal Name
How We Talk About This (JSON Array)
Why This Matters (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Internal Name
Description
Primary Offering
How They Make Money
How They Use Product
How They Benefit From Product
How We Impacted Their Business (JSON Array)
Key Stats (JSON Array)
Custom Fields (JSON Array)
Linking Strategy
Product Names or IDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
References (JSON Array)
Required
Primary Offering
Brand Voice
Linking Strategy
Product Names or IDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Mode
Required
Text
File (base64)
Filename
Content Type
URL
Drive File ID
Display Name
Metadata (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query
Required
Limit
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Primary Offering
Description
Data (JSON Object)
Linking Strategy
Product OIds (JSON Array, required for SPECIFIC mode)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Segments (JSON Array)
Required
Linking Strategy
Product OIds (JSON Array, for SPECIFIC mode)
Primary Offering OId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Solution Data (JSON)
Sources (JSON Array)
Required
Active
Enable RAG Enrichment
Linked Entity OIds (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Sources (JSON Array)
Required
Instructions
Brand Voice
Enable RAG Enrichment
Linked Entity OIds (JSON)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Primary Offering
Description
Summary
Internal Name
Primary URL
Business Drivers (JSON Array)
Desired Outcomes (JSON Array)
Scenarios (JSON Array)
Custom Fields (JSON Array)
Linking Strategy
Product OIds (JSON Array, required for SPECIFIC mode)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
UseCase OId
Required
Name
Description
Summary
Internal Name
Primary URL
Business Drivers (JSON Array)
Desired Outcomes (JSON Array)
Scenarios (JSON Array)
Custom Fields (JSON Array)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workflow OId
Required
Callback URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Return All
Limit
Offset
Query
Agent Type
Order By Field
Order Direction
Action
This is an event a Zap performs.
Search
Find existing data in your app
Brand Voice OId
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Buying Trigger OId
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Competitor OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Persona OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Playbook OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
ProofPoint OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Reference OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Resource OId
Required
Check Storage Task Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Segment OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Solution OId
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
UseCase OID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Schedule by Zapier and Octave with AI agents and code
Beyond Zap workflows. Call Schedule by Zapier and Octave 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 Octave actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Build Workspace
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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 Octave 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 Octave 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.