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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Schedule by Zapier with Usherpa - 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 "Import Contact" in Usherpa.

You’re connected!

Zapier seamlessly connects Schedule by Zapier and Usherpa, 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
Export Usherpa Loans
Export new or updated loans from Usherpa.
Trigger
Polling
Try It
- Loan Identifier
  Required
- Loan Officer Email
  Required
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
  Required
- Borrower Salutation
- Borrower Nick Name
- Borrower Mobile Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Email
- Borrower Best Way To Contact
- Borrower Mailing Address
- Borrower Mailing City
- Borrower Mailing State
- Borrower Mailing Postal Code
- Borrower Company Name
- Borrower Fico Score
- Borrower Job Title
- Borrower Birthday
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Salutation
- Co-Borrower Nick Name
- Co-Borrower Mobile Phone
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Email
- Co-Borrower Best Way To Contact
- Co-Borrower Fico Score
- Co-Borrower Birth Day
- Display Name
- Group Name
- Loan Notes
- Language
- Own Primary Residence
- Referrer Name
- Actual Close Date
- Application Date
- Appraisal Ordered Date
- Appraisal Received Date
- Approval Date
- Cancellation Date
- CD Sent Date
- CD Receipt Date
- Cleared to Close Date
- Construction Close Date
- Credit Pulled Date
- Decision Date
- Denied Date
- Docs To Escrow Title Date
- Estimated Close Date
- First Payment Due Date
- Lock Date
- Lock Expiration Date
- Loan In Process Date
- Loan Modified Date
- Servicing Next Payment Due Date
- Signed Date
- Sold Date
- Submitted To Underwriting Date
- Appraised Value
- Association Dues
- CLTV
- Documentation Type
- Hazard Insurance
- Is In Flood Zone
- Lien Position
- Loan Status
- Loan ARM Index
- Loan ARM Margin
- Loan Interest Rate
- Loan Amount
- Loan Number
- Loan Product
- Loan Type
- Loan LTV
- Loan Monthly Payment
- Loan Purpose
- Loan Term
- Occupancy
- PMI
- Property Taxes
- Purchase Price
- Total Down Payment
- Total Loan Amount
- Total Monthly Payment
- Secondary Loan ARM Margin
- Secondary Loan ARM Index
- Secondary Loan Interest Rate
- Secondary Loan Amount
- Secondary Loan Number
- Secondary Loan Product
- Secondary Loan Type
- Secondary Loan LTV
- Secondary Loan Monthly Payment
- Property Street Address
- Property City
- Property County
- Property State
- Property Postal Code
- Escrow Company Name
- Escrow Street Address
- Escrow City
- Escrow State
- Escrow Postal Code
- Escrow Phone Number
- Escrow Fax Number
- Escrow No.
- Title Attn
- Buyer Agent Name
- Buyer Agent Company
- Buyer Agent Title
- Buyer Agent License No.
- Buyer Agent Email
- Buyer Agent Mobile Phone Number
- Buyer Agent Work Phone Number
- Buyer Agent Fax Number
- Buyer Agent Street Address
- Buyer Agent City
- Buyer Agent State
- Buyer Agent Postal Code
- Listing Agent Name
- Listing Agent Company
- Listing Agent Title
- Listing Agent License No.
- Listing Agent Email
- Listing Agent Mobile Phone Number
- Listing Agent Work Phone Number
- Listing Agent Fax Number
- Listing Agent Street Address
- Listing Agent City
- Listing Agent State
- Listing Agent Postal Code
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
Export Usherpa Contacts
Export new or updated loans from Usherpa
Trigger
Polling
Try It
- Contact Type
- Marketing Package
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nick Name
- Display Name
- Salutation
- Email
- Address
- City
- State
- Postal Code
- Home Phone
- Mobile Phone
- Work Phone
- Employer
- Birthday
- Title
- Group Name
- Referral Source
- Website
- Fico Score
- Favorite Things
- Own Current Residence
- Contact Preference
- Language
- License Number
- Additional Contact First Name
- Additional Contact Middle Name
- Additional Contact Last Name
- Additional Contact Salutation
- Additional Contact Nick Name
- Additional Contact Email
- Additional Contact Address
- Additional Contact City
- Additional Contact State
- Additional Contact Postal Code
- Additional Contact Home Phone
- Additional Contact Work Phone
- Additional Contact Mobile Phone
- Additional Contact Employer
- Additional Contact Title
- Additional Contact Birthday
- Additional Contact Website
- Additional Contact Fico Score
- Additional Contact Favorite Things
- Additional Contact Own Current Residence
- Additional Contact Contact Preference
- Additional Contact Language
- Additional Contact Licnese Number
Action
Write

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Customers who say using Zapier has made them better at their job

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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 Usherpa 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 Usherpa 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.

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Related categories

Scheduling & Booking Zapier

About Usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

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Related categories

Contact Management CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier