Connect Schedule by Zapier and Singular by Patrina to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Schedule by Zapier with Singular by Patrina - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 Account" in Singular by Patrina.

You’re connected!

Zapier seamlessly connects Schedule by Zapier and Singular by Patrina, 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.

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- External System Id
- Activity Type
  Required
- Status
  Required
- Subject
  Required
- Description
- Priority
- Activity Date
  Required
- Is Completed
  Required
- Completed Date
- Account Or Deal Id
- Contact Or Lead Id
Action
Write
- External System Id
- Lead Source
  Required
- Lead Status
  Required
- Account Type
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
- Mobile Phone
- Annual Income
  Required
- Net Worth
  Required
- Liquid Net Worth
  Required
- Country Code
  Required
- State
  Required
- City
  Required
- Address Line 1
  Required
- Address Line 2
- Postal Code
  Required
- Notes
- Title
Action
Write

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- External System Id
- Name
  Required
- Rebalance Frequency
- Account Type
  Required
- Net Worth
  Required
- Liquid Net Worth
  Required
- Referred By Email
- Billing Country Code
  Required
- Billing State
  Required
- Billing City
  Required
- Billing Address Line 1
  Required
- Billing Address Line 2
- Billing Postal Code
  Required
- Shipping Country Code
  Required
- Shipping State
  Required
- Shipping City
  Required
- Shipping Address Line 1
  Required
- Shipping Address Line 2
- Shipping Postal Code
  Required
- External System Lead ID
Action
Write
- External System Id
- Account Id
  Required
- Title
- First Name
  Required
- Middle Name
- Last Name
  Required
- Phone
- Mobile Phone
  Required
- Email
  Required
- Annual Income
- Employer
- Occupation
- Gender
- Date of Birth
- Marital Status
- Marital Anniversary
- Notes
- External System Lead ID
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

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

Connect Schedule by Zapier and Singular by Patrina 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 Singular by Patrina integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Schedule by Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking Zapier

About Singular by Patrina

Singular by Patrina is a powerful CRM and compliance solution built for the financial services industry, streamlining operations and regulatory needs.

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