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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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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 Singular by Patrina - no code necessary. See how you can get setup in minutes.

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Help
Schedule by Zapier logo
Schedule by Zapier
Schedule by Zapier logo
Schedule by Zapier
1. Choose trigger event
Singular by Patrina logo
Singular by Patrina
Singular by Patrina logo
Singular by Patrina
2. Choose action
Schedule by Zapier logo
1. Select the event
Setup
Test
Schedule by Zapier logo
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 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
    • 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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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.
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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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Connect Schedule by Zapier to Singular by Patrina on the world's largest no-code automation platform

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